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Plato Investment Management’s Hershey HSY Stock Holding History

Plato Investment 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 		$2.22M Buy
10,668
+2,755
+35% +$581K 0.15% 145
2025
Q4 		$1.45M Hold
7,913
– – 0.09% 211
2025
Q3 		$1.47M Buy
7,913
+30
+0.4% +$5.45K 0.1% 206
2025
Q2 		$1.3M Buy
7,883
+2
+0% +$330 0.1% 215
2025
Q1 		$1.36M Hold
7,881
– – 0.11% 195
2024
Q4 		$1.34M Hold
7,881
– – 0.1% 214
2024
Q3 		$1.51M Hold
7,881
– – 0.12% 185
2024
Q2 		$1.45M Buy
7,881
+258
+3% +$49.9K 0.14% 161
2024
Q1 		$1.48M Buy
7,623
+7,145
+1,495% +$1.38M 0.15% 159
2023
Q4 		$89.1K Buy
+478
New +$90.6K 0.11% 168

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

Plato Investment Management's HSY Position: Q1 2026 in Review

Plato Investment Management increased its Hershey (HSY) stake by 35% in Q1 2026, buying an estimated $581K and bringing the position to 10,668 shares worth $2.22M. The position accounts for 0.15% of the portfolio, ranked #145.

Plato Investment Management first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Plato Investment Management held 10,668 shares of Hershey worth $2.22M as of Q1 2026.
  • Plato Investment Management bought 2,755 Hershey shares in Q1 2026, an estimated $581K.
  • Hershey made up 0.15% of Plato Investment Management's portfolio in Q1 2026, its #145 holding.
  • Plato Investment Management first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.