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River Wealth Advisors’s Hershey HSY Stock Holding History

River Wealth 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 		$854K Buy
4,106
+3
+0.1% +$633 0.1% 118
2025
Q4 		$747K Sell
4,103
-113
-3% -$20.7K 0.08% 124
2025
Q3 		$789K Hold
4,216
– – 0.09% 126
2025
Q2 		$700K Hold
4,216
– – 0.09% 133
2025
Q1 		$721K Buy
4,216
+102
+2% +$16.7K 0.1% 125
2024
Q4 		$697K Sell
4,114
-297
-7% -$53.3K 0.09% 132
2024
Q3 		$846K Sell
4,411
-56
-1% -$10.9K 0.11% 121
2024
Q2 		$821K Buy
4,467
+30
+0.7% +$5.8K 0.12% 115
2024
Q1 		$863K Buy
4,437
+2,436
+122% +$470K 0.13% 116
2023
Q4 		$373K Sell
2,001
-29
-1% -$5.5K 0.06% 159
2023
Q3 		$406K Hold
2,030
– – 0.07% 150
2023
Q2 		$507K Buy
2,030
+10
+0.5% +$2.62K 0.09% 148
2023
Q1 		$514K Hold
2,020
– – 0.09% 145
2022
Q4 		$468K Buy
2,020
+690
+52% +$159K 0.09% 149
2022
Q3 		$293K Hold
1,330
– – 0.06% 173
2022
Q2 		$286K Buy
1,330
+25
+2% +$5.45K 0.05% 184
2022
Q1 		$283K Buy
1,305
+272
+26% +$55.2K 0.05% 195
2021
Q4 		$200K Buy
+1,033
New +$187K 0.03% 219
2019
Q1 		– Sell
-187
Closed -$20K – 295
2018
Q4 		$20K Hold
187
– – 0.01% 336
2018
Q3 		$19K Sell
187
-100
-35% -$9.88K 0.01% 381
2018
Q2 		$27K Buy
+287
New +$26.8K 0.01% 328

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

River Wealth Advisors's HSY Position: Q1 2026 in Review

River Wealth Advisors increased its Hershey (HSY) stake by 0.07% in Q1 2026, buying an estimated $633 and bringing the position to 4,106 shares worth $854K. The position accounts for 0.1% of the portfolio, ranked #118.

River Wealth Advisors first reported a position in HSY in Q2 2018 and has held it in 21 quarters since. The position peaked at $863K in Q1 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • River Wealth Advisors held 4,106 shares of Hershey worth $854K as of Q1 2026.
  • River Wealth Advisors bought 3 Hershey shares in Q1 2026, an estimated $633.
  • Hershey made up 0.1% of River Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • River Wealth Advisors first reported a position in Hershey in Q2 2018 and has held it in 21 quarters since.
  • River Wealth Advisors's Hershey position peaked at $863K in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.