Rafferty Asset Management
HSY icon

Rafferty Asset Management’s Hershey HSY Stock Holding History

Rafferty 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 		$1.84M Sell
8,865
-3,543
-29% -$747K 0.01% 626
2025
Q4 		$2.26M Sell
12,408
-216
-2% -$39.5K 0.01% 620
2025
Q3 		$2.36M Buy
12,624
+77
+0.6% +$14K 0.01% 613
2025
Q2 		$2.08M Buy
12,547
+2,361
+23% +$389K 0.01% 601
2025
Q1 		$1.74M Sell
10,186
-2,639
-21% -$432K 0.01% 612
2024
Q4 		$2.17M Buy
12,825
+1,426
+13% +$256K 0.01% 631
2024
Q3 		$2.19M Sell
11,399
-458
-4% -$89K 0.01% 612
2024
Q2 		$2.18M Buy
11,857
+474
+4% +$91.7K 0.01% 618
2024
Q1 		$2.21M Sell
11,383
-238
-2% -$45.9K 0.01% 654
2023
Q4 		$2.17M Buy
11,621
+451
+4% +$85.5K 0.01% 655
2023
Q3 		$2.23M Buy
11,170
+1,358
+14% +$304K 0.01% 578
2023
Q2 		$2.45M Buy
9,812
+904
+10% +$237K 0.01% 589
2023
Q1 		$2.27M Buy
8,908
+703
+9% +$165K 0.02% 577
2022
Q4 		$1.9M Buy
8,205
+4,082
+99% +$941K 0.02% 597
2022
Q3 		$909K Buy
+4,123
New +$924K 0.01% 710
2019
Q3 		– Sell
-16,298
Closed -$2.18M – 824
2019
Q2 		$2.18M Buy
+16,298
New +$2.07M 0.04% 394
2019
Q1 		– Sell
-25,627
Closed -$2.75M – 812
2018
Q4 		$2.75M Buy
+25,627
New +$2.72M 0.06% 146
2017
Q2 		– Sell
-26,460
Closed -$2.89M – 571
2017
Q1 		$2.89M Buy
+26,460
New +$2.84M 0.06% 162

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

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

Rafferty Asset Management reduced its Hershey (HSY) stake by 29% in Q1 2026, selling an estimated $747K and leaving 8,865 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #626.

Rafferty Asset Management first reported a position in HSY in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2017. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Rafferty Asset Management held 8,865 shares of Hershey worth $1.84M as of Q1 2026.
  • Rafferty Asset Management sold 3,543 Hershey shares in Q1 2026, an estimated $747K.
  • Hershey made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #626 holding.
  • Rafferty Asset Management first reported a position in Hershey in Q1 2017 and has held it in 18 quarters since.
  • Rafferty Asset Management's Hershey position peaked at $2.89M in Q1 2017.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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