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PDS Planning’s Hershey HSY Stock Holding History

PDS Planning’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 		$223K Buy
+1,074
New +$227K 0.01% 487

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

PDS Planning's HSY Position: Q1 2026 in Review

PDS Planning opened a new position in Hershey (HSY) in Q1 2026: 1,074 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings.

1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • PDS Planning held 1,074 shares of Hershey worth $223K as of Q1 2026.
  • Hershey was a new PDS Planning position in Q1 2026.
  • Hershey made up 0.01% of PDS Planning's portfolio in Q1 2026, its #487 holding.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.