RGF
HSY icon

Retirement Guys Formula’s Hershey HSY Stock Holding History

Retirement Guys Formula’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 		$1.27M Sell
6,128
-740
-11% -$156K 0.59% 76
2025
Q4 		$1.25M Sell
6,868
-66
-1% -$12.1K 0.57% 69
2025
Q3 		$1.3M Buy
6,934
+73
+1% +$13.3K 0.46% 65
2025
Q2 		$1.14M Buy
6,861
+797
+13% +$131K 0.43% 82
2025
Q1 		$1.04M Buy
6,064
+1,994
+49% +$326K 0.52% 78
2024
Q4 		$689K Buy
4,070
+338
+9% +$60.6K 0.35% 88
2024
Q3 		$716K Buy
3,732
+321
+9% +$62.4K 0.33% 87
2024
Q2 		$627K Buy
3,411
+199
+6% +$38.5K 0.3% 94
2024
Q1 		$625K Buy
+3,212
New +$620K 0.3% 89

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

Retirement Guys Formula's HSY Position: Q1 2026 in Review

Retirement Guys Formula reduced its Hershey (HSY) stake by 11% in Q1 2026, selling an estimated $156K and leaving 6,128 shares worth $1.27M. The position accounts for 0.59% of the portfolio, ranked #76.

Retirement Guys Formula first reported a position in HSY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Retirement Guys Formula held 6,128 shares of Hershey worth $1.27M as of Q1 2026.
  • Retirement Guys Formula sold 740 Hershey shares in Q1 2026, an estimated $156K.
  • Hershey made up 0.59% of Retirement Guys Formula's portfolio in Q1 2026, its #76 holding.
  • Retirement Guys Formula first reported a position in Hershey in Q1 2024 and has held it in 9 quarters since.
  • Retirement Guys Formula's Hershey position peaked at $1.3M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.