Pinnacle Wealth Planning Services’s Hershey HSY Stock Holding History

Pinnacle Wealth Planning Services’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	$64.9K	Sell	312 -15	-5%	-$3.16K	0.01%	1048
2025 Q4	$59.5K	Buy	+327	New	+$59.8K	0.01%	1087
2023 Q3	–	Sell	-830	Closed	-$207K	–	469
2023 Q2	$207K	Hold	830	–	–	0.03%	377
2023 Q1	$211K	Buy	+830	New	+$195K	0.04%	375
2021 Q1	–	Sell	-102	Closed	-$15K	–	1068
2020 Q4	$15K	Buy	+102	New	+$15.1K	﹤0.01%	1263

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

Pinnacle Wealth Planning Services's HSY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Hershey (HSY) stake by 4.6% in Q1 2026, selling an estimated $3.16K and leaving 312 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #1048.

Pinnacle Wealth Planning Services first reported a position in HSY in Q4 2020 and has held it in 5 quarters since. The position peaked at $211K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Pinnacle Wealth Planning Services held 312 shares of Hershey worth $64.9K as of Q1 2026.
Pinnacle Wealth Planning Services sold 15 Hershey shares in Q1 2026, an estimated $3.16K.
Hershey made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1048 holding.
Pinnacle Wealth Planning Services first reported a position in Hershey in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Hershey position peaked at $211K in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.