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Roehl & Yi Investment Advisors’s Hershey HSY Stock Holding History

Roehl & Yi 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 		– Sell
-1,131
Closed -$206K – 184
2025
Q4 		$206K Buy
1,131
+8
+0.7% +$1.46K 0.08% 156
2025
Q3 		$210K Buy
+1,123
New +$204K 0.09% 151

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Roehl & Yi Investment Advisors's HSY Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 1,131 shares — an estimated $206K sold.

Roehl & Yi Investment Advisors first reported a position in HSY in Q3 2025 and held it in 2 quarters. The position peaked at $210K in Q3 2025. 1,478 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,131 Hershey shares in Q1 2026, an estimated $206K.
  • Roehl & Yi Investment Advisors first reported a position in Hershey in Q3 2025 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's Hershey position peaked at $210K in Q3 2025.
  • 1,478 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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