Regal Investment Advisors’s Hershey HSY Stock Holding History

Regal Investment 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	$259K	Buy	+1,245	New	+$263K	0.01%	565
2015 Q4	–	Sell	-125	Closed	-$11K	–	539
2015 Q3	$11K	Buy	125 +10	+9%	+$911	﹤0.01%	672
2015 Q2	$10K	Sell	115 -435	-79%	-$41K	﹤0.01%	656
2015 Q1	$56K	Buy	550 +50	+10%	+$5.22K	0.01%	410
2014 Q4	$52K	Hold	500	–	–	0.01%	389
2014 Q3	$48K	Hold	500	–	–	0.01%	419
2014 Q2	$49K	Hold	500	–	–	0.02%	391
2014 Q1	$52K	Buy	+500	New	+$51.1K	0.02%	340
2013 Q4	–	Sell	-173	Closed	-$16K	–	889
2013 Q3	$16K	Sell	173 -200	-54%	-$18.6K	0.01%	514
2013 Q2	$33K	Buy	+373	New	+$33K	0.02%	356

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

Regal Investment Advisors's HSY Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Hershey (HSY) in Q1 2026: 1,245 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in HSY as recently as Q3 2015.

Regal Investment Advisors first reported a position in HSY in Q2 2013 and has held it in 10 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Regal Investment Advisors held 1,245 shares of Hershey worth $259K as of Q1 2026.
Hershey was a new Regal Investment Advisors position in Q1 2026.
Hershey made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #565 holding.
Regal Investment Advisors first reported a position in Hershey in Q2 2013 and has held it in 10 quarters since.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.