RKL Wealth Management’s Hershey HSY Stock Holding History

RKL Wealth 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	$1.53M	Sell	7,375 -24	-0.3%	-$5.06K	0.14%	79
2025 Q4	$1.35M	Buy	7,399 +392	+6%	+$71.7K	0.11%	83
2025 Q3	$1.31M	Buy	7,007 +49	+0.7%	+$8.9K	0.11%	78
2025 Q2	$1.15M	Buy	6,958 +67	+1%	+$11K	0.1%	83
2025 Q1	$1.18M	Buy	6,891 +14	+0.2%	+$2.29K	0.11%	89
2024 Q4	$1.16M	Sell	6,877 -317	-4%	-$56.8K	0.1%	91
2024 Q3	$1.38M	Buy	7,194 +18	+0.3%	+$3.5K	0.12%	74
2024 Q2	$1.32M	Sell	7,176 -98	-1%	-$19K	0.13%	69
2024 Q1	$1.41M	Sell	7,274 -57	-0.8%	-$11K	0.14%	69
2023 Q4	$1.37M	Buy	7,331 +37	+0.5%	+$7.01K	0.15%	70
2023 Q3	$1.46M	Buy	7,294 +26	+0.4%	+$5.82K	0.18%	63
2023 Q2	$1.81M	Sell	7,268 -224	-3%	-$58.8K	0.21%	56
2023 Q1	$1.91M	Sell	7,492 -48	-0.6%	-$11.3K	0.24%	54
2022 Q4	$1.75M	Sell	7,540 -187	-2%	-$43.1K	0.23%	57
2022 Q3	$1.7M	Buy	7,727 +12	+0.2%	+$2.69K	0.25%	56
2022 Q2	$1.66M	Buy	7,715 +95	+1%	+$20.7K	0.23%	58
2022 Q1	$1.65M	Buy	7,620 +628	+9%	+$128K	0.2%	64
2021 Q4	$1.35M	Sell	6,992 -87	-1%	-$15.8K	0.16%	69
2021 Q3	$1.2M	Buy	7,079 +13	+0.2%	+$2.3K	0.15%	71
2021 Q2	$1.23M	Buy	7,066 +70	+1%	+$11.8K	0.16%	72
2021 Q1	$1.11M	Buy	6,996 +3	+0%	+$452	0.15%	74
2020 Q4	$1.06M	Sell	6,993 -662	-9%	-$98K	0.15%	72
2020 Q3	$1.1M	Buy	7,655 +214	+3%	+$30.3K	0.17%	68
2020 Q2	$965K	Buy	7,441 +13	+0.2%	+$1.75K	0.17%	68
2020 Q1	$984K	Sell	7,428 -3,097	-29%	-$457K	0.21%	62
2019 Q4	$1.55M	Sell	10,525 -97	-0.9%	-$14.4K	0.28%	59
2019 Q3	$1.65M	Buy	10,622 +52	+0.5%	+$7.85K	0.31%	55
2019 Q2	$1.42M	Sell	10,570 -675	-6%	-$85.8K	0.26%	61
2019 Q1	$1.29M	Buy	11,245 +592	+6%	+$64.5K	0.25%	67
2018 Q4	$1.14M	Buy	10,653 +4,098	+63%	+$436K	0.26%	65
2018 Q3	$670K	Sell	6,555 -243	-4%	-$24K	0.14%	86
2018 Q2	$632K	Sell	6,798 -167	-2%	-$15.6K	0.14%	92
2018 Q1	$691K	Sell	6,965 -48	-0.7%	-$4.96K	0.16%	91
2017 Q4	$795K	Sell	7,013 -691	-9%	-$76K	0.2%	91
2017 Q3	$842K	Buy	7,704 +14	+0.2%	+$1.49K	0.24%	84
2017 Q2	$826K	Sell	7,690 -82	-1%	-$9.05K	0.26%	86
2017 Q1	$849K	Buy	7,772 +1,167	+18%	+$125K	0.34%	57
2016 Q4	$683K	Sell	6,605 -785	-11%	-$77.5K	0.33%	57
2016 Q3	$706K	Buy	7,390 +731	+11%	+$77.3K	0.36%	52
2016 Q2	$686K	Buy	6,659 +4,422	+198%	+$414K	0.36%	49
2016 Q1	$206K	Sell	2,237 -2,122	-49%	-$189K	0.12%	60
2015 Q4	$389	Buy	4,359 +171	+4%	+$15.3K	0.18%	41
2015 Q3	$385K	Buy	4,188 +44	+1%	+$4.01K	0.24%	39
2015 Q2	$368K	Sell	4,144 -96	-2%	-$9.05K	0.22%	43
2015 Q1	$428K	Buy	4,240 +11	+0.3%	+$1.15K	0.26%	41
2014 Q4	$439K	Sell	4,229 -512	-11%	-$49.9K	0.29%	42
2014 Q3	$452K	Buy	4,741 +12	+0.3%	+$1.11K	0.32%	42
2014 Q2	$460K	Buy	4,729 +591	+14%	+$58K	0.34%	40
2014 Q1	$432K	Buy	+4,138	New	+$423K	0.33%	43

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

RKL Wealth Management's HSY Position: Q1 2026 in Review

RKL Wealth Management reduced its Hershey (HSY) stake by 0.32% in Q1 2026, selling an estimated $5.06K and leaving 7,375 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #79.

RKL Wealth Management first reported a position in HSY in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.91M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

RKL Wealth Management held 7,375 shares of Hershey worth $1.53M as of Q1 2026.
RKL Wealth Management sold 24 Hershey shares in Q1 2026, an estimated $5.06K.
Hershey made up 0.14% of RKL Wealth Management's portfolio in Q1 2026, its #79 holding.
RKL Wealth Management first reported a position in Hershey in Q1 2014 and has held it in 49 quarters since.
RKL Wealth Management's Hershey position peaked at $1.91M in Q1 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.