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New England Research & Management’s Hershey HSY Stock Holding History

New England Research & Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,425
Closed -$259K – 160
2025
Q4 		$259K Hold
1,425
– – 0.11% 131
2025
Q3 		$267K Sell
1,425
-825
-37% -$150K 0.12% 133
2025
Q2 		$373K Buy
+2,250
New +$371K 0.18% 121
2016
Q2 		– Sell
-6,415
Closed -$591K – 162
2016
Q1 		$591K Buy
6,415
+1,365
+27% +$122K 0.5% 73
2015
Q4 		$451K Buy
+5,050
New +$453K 0.39% 86

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

New England Research & Management's HSY Position: Q1 2026 in Review

New England Research & Management sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,425 shares — an estimated $259K sold.

New England Research & Management first reported a position in HSY in Q4 2015 and held it in 5 quarters. The position peaked at $591K in Q1 2016. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • New England Research & Management reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • New England Research & Management sold 1,425 Hershey shares in Q1 2026, an estimated $259K.
  • New England Research & Management first reported a position in Hershey in Q4 2015 and held it in 5 quarters.
  • New England Research & Management's Hershey position peaked at $591K in Q1 2016.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on New England Research & Management's 13F filing for Q1 2026, filed 7 May 2026.