Oxler Private Wealth’s Hershey HSY Stock Holding History

Oxler Private Wealth’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	$1.09M	Buy	5,230 +35	+0.7%	+$7.38K	0.34%	38
2025 Q4	$945K	Buy	5,195 +39	+0.8%	+$7.13K	0.27%	43
2025 Q3	$964K	Buy	5,156 +38	+0.7%	+$6.91K	0.28%	43
2025 Q2	$849K	Buy	5,118 +40	+0.8%	+$6.59K	0.27%	46
2025 Q1	$868K	Buy	5,078 +41	+0.8%	+$6.71K	0.31%	46
2024 Q4	$853K	Sell	5,037 -293	-5%	-$52.5K	0.28%	46
2024 Q3	$1.02M	Buy	5,330 +36	+0.7%	+$7K	0.36%	44
2024 Q2	$973K	Buy	5,294 +39	+0.7%	+$7.55K	0.36%	44
2024 Q1	$1.02M	Buy	+5,255	New	+$1.01M	0.4%	45
2023 Q4	–	Sell	-5,185	Closed	-$1.04M	–	81
2023 Q3	$1.04M	Buy	5,185 +29	+0.6%	+$6.49K	0.52%	42
2023 Q2	$1.29M	Buy	5,156 +21	+0.4%	+$5.51K	0.61%	42
2023 Q1	$1.31M	Buy	5,135 +22	+0.4%	+$5.17K	0.65%	44
2022 Q4	$1.18M	Buy	5,113 +22	+0.4%	+$5.07K	0.64%	42
2022 Q3	$1.12M	Buy	5,091 +24	+0.5%	+$5.38K	0.63%	42
2022 Q2	$1.09M	Buy	5,067 +21	+0.4%	+$4.58K	0.52%	48
2022 Q1	$1.09M	Buy	5,046 +22	+0.4%	+$4.47K	0.49%	54
2021 Q4	$972K	Buy	5,024 +24	+0.5%	+$4.35K	0.4%	64
2021 Q3	$846K	Hold	5,000	–	–	0.37%	73
2021 Q2	$870K	Hold	5,000	–	–	0.38%	75
2021 Q1	$790K	Hold	5,000	–	–	0.4%	68
2020 Q4	$761K	Buy	+5,000	New	+$740K	0.43%	51

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

Oxler Private Wealth's HSY Position: Q1 2026 in Review

Oxler Private Wealth increased its Hershey (HSY) stake by 0.67% in Q1 2026, buying an estimated $7.38K and bringing the position to 5,230 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #38.

Oxler Private Wealth first reported a position in HSY in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.31M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Oxler Private Wealth held 5,230 shares of Hershey worth $1.09M as of Q1 2026.
Oxler Private Wealth bought 35 Hershey shares in Q1 2026, an estimated $7.38K.
Hershey made up 0.34% of Oxler Private Wealth's portfolio in Q1 2026, its #38 holding.
Oxler Private Wealth first reported a position in Hershey in Q4 2020 and has held it in 21 quarters since.
Oxler Private Wealth's Hershey position peaked at $1.31M in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.