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Plante Moran Financial Advisors’s Hershey HSY Stock Holding History

Plante Moran Financial Advisors’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 		$31.2K Sell
150
-150
-50% -$31.6K ﹤0.01% 375
2025
Q4 		$54.6K Sell
300
-95
-24% -$17.4K ﹤0.01% 314
2025
Q3 		$73.9K Hold
395
– – ﹤0.01% 283
2025
Q2 		$65.5K Buy
395
+259
+190% +$42.7K ﹤0.01% 298
2025
Q1 		$23.3K Buy
136
+41
+43% +$6.71K ﹤0.01% 463
2024
Q4 		$16.1K Hold
95
– – ﹤0.01% 522
2024
Q3 		$18.2K Hold
95
– – ﹤0.01% 540
2024
Q2 		$17.5K Sell
95
-38
-29% -$7.35K ﹤0.01% 498
2024
Q1 		$25.9K Buy
133
+8
+6% +$1.54K ﹤0.01% 459
2023
Q4 		$23.3K Sell
125
-202
-62% -$38.3K ﹤0.01% 430
2023
Q3 		$65.4K Hold
327
– – 0.01% 265
2023
Q2 		$81.6K Hold
327
– – 0.01% 250
2023
Q1 		$83.2K Buy
327
+1
+0.3% +$235 0.01% 244
2022
Q4 		$75.5K Buy
326
+1
+0.3% +$231 0.01% 259
2022
Q3 		$72K Sell
325
-150
-32% -$33.6K 0.01% 251
2022
Q2 		$102K Buy
475
+152
+47% +$33.1K 0.02% 211
2022
Q1 		$70K Hold
323
– – 0.01% 281
2021
Q4 		$62K Sell
323
-34
-10% -$6.16K 0.01% 318
2021
Q3 		$60K Buy
357
+66
+23% +$11.7K 0.01% 350
2021
Q2 		$51K Buy
291
+1
+0.3% +$168 0.01% 369
2021
Q1 		$46K Sell
290
-9
-3% -$1.35K 0.01% 385
2020
Q4 		$45K Buy
299
+11
+4% +$1.63K 0.01% 378
2020
Q3 		$41K Buy
288
+1
+0.3% +$142 0.01% 350
2020
Q2 		$37K Sell
287
-198
-41% -$26.6K 0.01% 333
2020
Q1 		$64K Sell
485
-199
-29% -$29.4K 0.03% 234
2019
Q4 		$101K Buy
684
+1
+0.1% +$148 0.04% 226
2019
Q3 		$106K Buy
683
+1
+0.1% +$151 0.03% 232
2019
Q2 		$91K Buy
682
+1
+0.1% +$127 0.03% 233
2019
Q1 		$78K Buy
681
+186
+38% +$20.3K 0.02% 253
2018
Q4 		$53K Buy
495
+200
+68% +$21.3K 0.02% 277
2018
Q3 		$30K Sell
295
-185
-39% -$18.3K 0.01% 381
2018
Q2 		$45K Sell
480
-32
-6% -$2.98K 0.02% 345
2018
Q1 		$51K Buy
512
+11
+2% +$1.14K 0.03% 344
2017
Q4 		$57K Buy
501
+1
+0.2% +$110 0.03% 314
2017
Q3 		$55K Buy
500
+12
+2% +$1.28K 0.03% 285
2017
Q2 		$52K Buy
488
+10
+2% +$1.1K 0.03% 303
2017
Q1 		$52K Buy
478
+29
+6% +$3.11K 0.03% 306
2016
Q4 		$46K Hold
449
– – 0.03% 342
2016
Q3 		$43K Buy
449
+35
+8% +$3.7K 0.03% 352
2016
Q2 		$47K Buy
414
+95
+30% +$8.89K 0.03% 295
2016
Q1 		$29K Buy
319
+71
+29% +$6.33K 0.02% 331
2015
Q4 		$22K Sell
248
-336
-58% -$30.1K 0.02% 429
2015
Q3 		$54K Buy
584
+51
+10% +$4.65K 0.04% 247
2015
Q2 		$47K Hold
533
– – 0.03% 304
2015
Q1 		$54K Buy
533
+1
+0.2% +$104 0.04% 269
2014
Q4 		$55K Hold
532
– – 0.04% 266
2014
Q3 		$51K Buy
532
+1
+0.2% +$93 0.04% 253
2014
Q2 		$52K Buy
531
+336
+172% +$33K 0.05% 228
2014
Q1 		$20K Buy
195
+1
+0.5% +$102 0.02% 254
2013
Q4 		$19K Hold
194
– – 0.01% 357
2013
Q3 		$18K Buy
194
+1
+0.5% +$93 0.01% 295
2013
Q2 		$17K Buy
+193
New +$17.1K 0.01% 263

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

Plante Moran Financial Advisors's HSY Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Hershey (HSY) stake by 50% in Q1 2026, selling an estimated $31.6K and leaving 150 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Plante Moran Financial Advisors first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $106K in Q3 2019. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Plante Moran Financial Advisors held 150 shares of Hershey worth $31.2K as of Q1 2026.
  • Plante Moran Financial Advisors sold 150 Hershey shares in Q1 2026, an estimated $31.6K.
  • Hershey made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #375 holding.
  • Plante Moran Financial Advisors first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Hershey position peaked at $106K in Q3 2019.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.