North Star Investment Management’s Hershey HSY Stock Holding History

North Star Investment 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	$56.5K	Sell	272 -3	-1%	-$633	﹤0.01%	706
2025 Q4	$50K	Buy	275 +19	+7%	+$3.47K	﹤0.01%	671
2025 Q3	$47.8K	Hold	256	–	–	﹤0.01%	661
2025 Q2	$42.4K	Hold	256	–	–	﹤0.01%	667
2025 Q1	$43.7K	Hold	256	–	–	﹤0.01%	633
2024 Q4	$43.3K	Hold	256	–	–	﹤0.01%	642
2024 Q3	$49.1K	Hold	256	–	–	﹤0.01%	602
2024 Q2	$47K	Sell	256 -7	-3%	-$1.35K	﹤0.01%	604
2024 Q1	$51.1K	Hold	263	–	–	﹤0.01%	611
2023 Q4	$49K	Hold	263	–	–	﹤0.01%	593
2023 Q3	$52.6K	Hold	263	–	–	﹤0.01%	579
2023 Q2	$65.6K	Hold	263	–	–	0.01%	565
2023 Q1	$66.9K	Hold	263	–	–	0.01%	578
2022 Q4	$60.8K	Buy	263 +7	+3%	+$1.61K	0.01%	568
2022 Q3	$56K	Hold	256	–	–	0.01%	528
2022 Q2	$55K	Hold	256	–	–	0.01%	533
2022 Q1	$55K	Hold	256	–	–	﹤0.01%	562
2021 Q4	$49K	Hold	256	–	–	﹤0.01%	611
2021 Q3	$43K	Hold	256	–	–	﹤0.01%	615
2021 Q2	$45K	Hold	256	–	–	﹤0.01%	604
2021 Q1	$40K	Buy	256 +1	+0.4%	+$151	﹤0.01%	590
2020 Q4	$39K	Hold	255	–	–	﹤0.01%	575
2020 Q3	$37K	Hold	255	–	–	﹤0.01%	561
2020 Q2	$33K	Sell	255 -260	-50%	-$35K	﹤0.01%	557
2020 Q1	$68K	Sell	515 -100	-16%	-$14.8K	0.01%	439
2019 Q4	$90K	Hold	615	–	–	0.01%	448
2019 Q3	$95K	Buy	+615	New	+$92.9K	0.01%	431
2019 Q2	–	Sell	-355	Closed	-$41K	–	625
2019 Q1	$41K	Hold	355	–	–	﹤0.01%	594
2018 Q4	$38K	Hold	355	–	–	0.01%	562
2018 Q3	$36K	Hold	355	–	–	﹤0.01%	624
2018 Q2	$33K	Hold	355	–	–	﹤0.01%	644
2018 Q1	$35K	Buy	355 +100	+39%	+$10.3K	﹤0.01%	623
2017 Q4	$29K	Hold	255	–	–	﹤0.01%	646
2017 Q3	$28K	Hold	255	–	–	﹤0.01%	655
2017 Q2	$27K	Hold	255	–	–	﹤0.01%	651
2017 Q1	$28K	Buy	255 +50	+24%	+$5.36K	﹤0.01%	618
2016 Q4	$21K	Buy	205 +55	+37%	+$5.43K	﹤0.01%	633
2016 Q3	$14K	Hold	150	–	–	﹤0.01%	589
2016 Q2	$17K	Sell	150 -255	-63%	-$23.9K	﹤0.01%	557
2016 Q1	$37K	Buy	405 +2	+0.5%	+$178	0.01%	429
2015 Q4	$36K	Buy	403 +253	+169%	+$22.7K	0.01%	431
2015 Q3	$14K	Sell	150 -300	-67%	-$27.3K	﹤0.01%	549
2015 Q2	$40K	Buy	450 +300	+200%	+$28.3K	0.01%	417
2015 Q1	$15K	Hold	150	–	–	﹤0.01%	525
2014 Q4	$16K	Hold	150	–	–	﹤0.01%	509
2014 Q3	$14K	Sell	150 -394	-72%	-$36.5K	﹤0.01%	501
2014 Q2	$53K	Buy	544 +394	+263%	+$38.6K	0.01%	381
2014 Q1	$16K	Buy	+150	New	+$15.3K	﹤0.01%	498

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

North Star Investment Management's HSY Position: Q1 2026 in Review

North Star Investment Management reduced its Hershey (HSY) stake by 1.1% in Q1 2026, selling an estimated $633 and leaving 272 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

North Star Investment Management first reported a position in HSY in Q1 2014 and has held it in 48 quarters since. The position peaked at $95K in Q3 2019. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

North Star Investment Management held 272 shares of Hershey worth $56.5K as of Q1 2026.
North Star Investment Management sold 3 Hershey shares in Q1 2026, an estimated $633.
Hershey made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #706 holding.
North Star Investment Management first reported a position in Hershey in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's Hershey position peaked at $95K in Q3 2019.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.