Optima Capital’s Hershey HSY Stock Holding History

Optima Capital’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	-6	Closed	-$1.09K	–	670
2025 Q4	$1.09K	Buy	+6	New	+$1.1K	﹤0.01%	926

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

Optima Capital's HSY Position: Q1 2026 in Review

Optima Capital sold out of Hershey (HSY) in Q1 2026, closing a stake of 6 shares — an estimated $1.09K sold.

Optima Capital first reported a position in HSY in Q4 2025 and held it in 1 quarter. The position peaked at $1.09K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Optima Capital reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6 Hershey shares in Q1 2026, an estimated $1.09K.
Optima Capital first reported a position in Hershey in Q4 2025 and held it in 1 quarter.
Optima Capital's Hershey position peaked at $1.09K in Q4 2025.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.