Occudo Quantitative Strategies’s Hershey HSY Stock Holding History

Occudo Quantitative Strategies’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	$3.11M	Buy	+16,743	New	+$3.53M	0.17%	178
2025 Q2	–	Sell	-2,035	Closed	-$346K	–	756
2025 Q1	$346K	Buy	+2,035	New	+$333K	0.05%	445
2024 Q2	–	Sell	-18,228	Closed	-$3.55M	–	861
2024 Q1	$3.55M	Buy	18,228 +9,149	+101%	+$1.76M	0.62%	29
2023 Q4	$1.69M	Sell	9,079 -6,775	-43%	-$1.28M	0.23%	115
2023 Q3	$3.17M	Buy	15,854 +11,889	+300%	+$2.66M	0.41%	27
2023 Q2	$990K	Sell	3,965 -557	-12%	-$146K	0.1%	337
2023 Q1	$1.15M	Buy	+4,522	New	+$1.06M	0.1%	289
2021 Q4	–	Sell	-3,868	Closed	-$655K	–	1144
2021 Q3	$655K	Buy	+3,868	New	+$683K	0.08%	439

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

Occudo Quantitative Strategies's HSY Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Hershey (HSY) in Q1 2026: 16,743 shares worth $3.11M. The stake represents 0.17% of the portfolio and ranks #178 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in HSY as recently as Q1 2025.

Occudo Quantitative Strategies first reported a position in HSY in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.55M in Q1 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Occudo Quantitative Strategies held 16,743 shares of Hershey worth $3.11M as of Q1 2026.
Hershey was a new Occudo Quantitative Strategies position in Q1 2026.
Hershey made up 0.17% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #178 holding.
Occudo Quantitative Strategies first reported a position in Hershey in Q3 2021 and has held it in 8 quarters since.
Occudo Quantitative Strategies's Hershey position peaked at $3.55M in Q1 2024.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.