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Oak Thistle LLC’s Hershey HSY Stock Holding History

Oak Thistle LLC’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 		$3.09M Buy
14,857
+10,909
+276% +$2.3M 0.3% 112
2025
Q4 		$718K Sell
3,948
-11,100
-74% -$2.03M 0.1% 385
2025
Q3 		$2.81M Buy
15,048
+12,243
+436% +$2.22M 0.43% 50
2025
Q2 		$465K Buy
+2,805
New +$462K 0.07% 380
2024
Q4 		– Sell
-1,671
Closed -$320K – 465
2024
Q3 		$320K Buy
1,671
+70
+4% +$13.6K 0.1% 321
2024
Q2 		$294K Buy
1,601
+469
+41% +$90.7K 0.22% 204
2024
Q1 		$220K Buy
+1,132
New +$218K 0.2% 246
2023
Q4 		– Sell
-5,919
Closed -$1.18M – 521
2023
Q3 		$1.18M Sell
5,919
-575
-9% -$129K 0.35% 84
2023
Q2 		$1.62M Buy
6,494
+2,292
+55% +$601K 0.86% 5
2023
Q1 		$1.07M Buy
+4,202
New +$987K 0.63% 9

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

Oak Thistle LLC's HSY Position: Q1 2026 in Review

Oak Thistle LLC increased its Hershey (HSY) stake by 276% in Q1 2026, buying an estimated $2.3M and bringing the position to 14,857 shares worth $3.09M. The position accounts for 0.3% of the portfolio, ranked #112.

Oak Thistle LLC first reported a position in HSY in Q1 2023 and has held it in 10 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Oak Thistle LLC held 14,857 shares of Hershey worth $3.09M as of Q1 2026.
  • Oak Thistle LLC bought 10,909 Hershey shares in Q1 2026, an estimated $2.3M.
  • Hershey made up 0.3% of Oak Thistle LLC's portfolio in Q1 2026, its #112 holding.
  • Oak Thistle LLC first reported a position in Hershey in Q1 2023 and has held it in 10 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.