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Rothschild Investment LLC’s Hershey HSY Stock Holding History

Rothschild Investment LLC’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 		$208K Buy
999
+13
+1% +$2.74K 0.01% 658
2025
Q4 		$179K Sell
986
-33
-3% -$6.03K 0.01% 660
2025
Q3 		$191K Buy
1,019
+195
+24% +$35.4K 0.01% 626
2025
Q2 		$137K Sell
824
-4
-0.5% -$659 0.01% 581
2025
Q1 		$142K Sell
828
-60
-7% -$9.82K 0.01% 565
2024
Q4 		$150K Buy
888
+51
+6% +$9.15K 0.01% 561
2024
Q3 		$161K Sell
837
-289
-26% -$56.2K 0.01% 559
2024
Q2 		$207K Buy
1,126
+139
+14% +$26.9K 0.01% 490
2024
Q1 		$192K Buy
987
+2
+0.2% +$386 0.01% 474
2023
Q4 		$184K Sell
985
-125
-11% -$23.7K 0.02% 428
2023
Q3 		$222K Buy
1,110
+108
+11% +$24.2K 0.02% 429
2023
Q2 		$250K Buy
1,002
+40
+4% +$10.5K 0.02% 427
2023
Q1 		$245K Buy
962
+52
+6% +$12.2K 0.02% 415
2022
Q4 		$211K Hold
910
– – 0.02% 430
2022
Q3 		$201K Buy
+910
New +$204K 0.02% 429
2016
Q4 		– Sell
-3,010
Closed -$288K – 478
2016
Q3 		$288K Hold
3,010
– – 0.04% 356
2016
Q2 		$342K Hold
3,010
– – 0.04% 324
2016
Q1 		$277K Hold
3,010
– – 0.04% 358
2015
Q4 		$269K Hold
3,010
– – 0.03% 373
2015
Q3 		$277K Hold
3,010
– – 0.04% 370
2015
Q2 		$267K Hold
3,010
– – 0.03% 406
2015
Q1 		$304K Hold
3,010
– – 0.04% 380
2014
Q4 		$313K Buy
+3,010
New +$293K 0.04% 367
2014
Q2 		– Sell
-2,610
Closed -$272K – 417
2014
Q1 		$272K Buy
+2,610
New +$267K 0.04% 349

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

Rothschild Investment LLC's HSY Position: Q1 2026 in Review

Rothschild Investment LLC increased its Hershey (HSY) stake by 1.3% in Q1 2026, buying an estimated $2.74K and bringing the position to 999 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #658.

Rothschild Investment LLC first reported a position in HSY in Q1 2014 and has held it in 24 quarters since. The position peaked at $342K in Q2 2016. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Rothschild Investment LLC held 999 shares of Hershey worth $208K as of Q1 2026.
  • Rothschild Investment LLC bought 13 Hershey shares in Q1 2026, an estimated $2.74K.
  • Hershey made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #658 holding.
  • Rothschild Investment LLC first reported a position in Hershey in Q1 2014 and has held it in 24 quarters since.
  • Rothschild Investment LLC's Hershey position peaked at $342K in Q2 2016.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.