Pinnacle West Asset Management’s Hershey HSY Stock Holding History

Pinnacle West Asset Management’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	$405K	Sell	1,950 -85	-4%	-$17.9K	0.28%	82
2025 Q4	$370K	Sell	2,035 -10	-0.5%	-$1.83K	0.24%	87
2025 Q3	$383K	Buy	2,045 +25	+1%	+$4.54K	0.25%	86
2025 Q2	$335K	Hold	2,020	–	–	0.23%	86
2025 Q1	$345K	Hold	2,020	–	–	0.25%	86
2024 Q4	$342K	Buy	2,020 +215	+12%	+$38.6K	0.24%	87
2024 Q3	$346K	Buy	1,805 +25	+1%	+$4.86K	0.25%	89
2024 Q2	$327K	Buy	1,780 +95	+6%	+$18.4K	0.25%	84
2024 Q1	$328K	Hold	1,685	–	–	0.26%	87
2023 Q4	$314K	Buy	1,685 +150	+10%	+$28.4K	0.27%	87
2023 Q3	$307K	Buy	1,535 +100	+7%	+$22.4K	0.3%	82
2023 Q2	$358K	Sell	1,435 -20	-1%	-$5.25K	0.35%	80
2023 Q1	$370K	Buy	+1,455	New	+$342K	0.39%	78

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 West Asset Management's HSY Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Hershey (HSY) stake by 4.2% in Q1 2026, selling an estimated $17.9K and leaving 1,950 shares worth $405K. The position accounts for 0.28% of the portfolio, ranked #82.

Pinnacle West Asset Management first reported a position in HSY in Q1 2023 and has held it in 13 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Pinnacle West Asset Management held 1,950 shares of Hershey worth $405K as of Q1 2026.
Pinnacle West Asset Management sold 85 Hershey shares in Q1 2026, an estimated $17.9K.
Hershey made up 0.28% of Pinnacle West Asset Management's portfolio in Q1 2026, its #82 holding.
Pinnacle West Asset Management first reported a position in Hershey in Q1 2023 and has held it in 13 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.