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Novare Capital Management’s Hershey HSY Stock Holding History

Novare Capital 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 		$290K Hold
1,395
– – 0.02% 164
2025
Q4 		$254K Hold
1,395
– – 0.02% 175
2025
Q3 		$261K Hold
1,395
– – 0.02% 176
2025
Q2 		$232K Hold
1,395
– – 0.02% 188
2025
Q1 		$239K Buy
+1,395
New +$228K 0.02% 177
2024
Q4 		– Sell
-1,160
Closed -$222K – 194
2024
Q3 		$222K Hold
1,160
– – 0.02% 181
2024
Q2 		$213K Buy
+1,160
New +$224K 0.02% 179

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

Novare Capital Management's HSY Position: Q1 2026 in Review

Novare Capital Management held its Hershey (HSY) position steady in Q1 2026 at 1,395 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #164.

Novare Capital Management first reported a position in HSY in Q2 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Novare Capital Management held 1,395 shares of Hershey worth $290K as of Q1 2026.
  • Novare Capital Management left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #164 holding.
  • Novare Capital Management first reported a position in Hershey in Q2 2024 and has held it in 7 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.