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Roundview Capital’s Hershey HSY Stock Holding History

Roundview Capital’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 		$687K Sell
3,303
-23
-0.7% -$4.85K 0.04% 240
2025
Q4 		$605K Sell
3,326
-291
-8% -$53.2K 0.04% 237
2025
Q3 		$677K Sell
3,617
-134
-4% -$24.4K 0.04% 242
2025
Q2 		$622K Sell
3,751
-1,720
-31% -$284K 0.04% 249
2025
Q1 		$936K Sell
5,471
-853
-13% -$140K 0.07% 204
2024
Q4 		$1.07M Sell
6,324
-2,480
-28% -$445K 0.07% 208
2024
Q3 		$1.69M Sell
8,804
-1,033
-11% -$201K 0.12% 158
2024
Q2 		$1.81M Buy
9,837
+1,389
+16% +$269K 0.14% 141
2024
Q1 		$1.64M Buy
8,448
+2,767
+49% +$534K 0.13% 151
2023
Q4 		$1.06M Sell
5,681
-2,402
-30% -$455K 0.1% 187
2023
Q3 		$1.62M Buy
8,083
+514
+7% +$115K 0.16% 134
2023
Q2 		$1.89M Hold
7,569
– – 0.18% 125
2023
Q1 		$1.93M Buy
7,569
+45
+0.6% +$10.6K 0.2% 122
2022
Q4 		$1.74M Hold
7,524
– – 0.2% 127
2022
Q3 		$1.66M Sell
7,524
-50
-0.7% -$11.2K 0.21% 119
2022
Q2 		$1.63M Hold
7,574
– – 0.2% 127
2022
Q1 		$1.64M Hold
7,574
– – 0.17% 135
2021
Q4 		$1.47M Hold
7,574
– – 0.15% 155
2021
Q3 		$1.28M Buy
7,574
+423
+6% +$74.7K 0.14% 152
2021
Q2 		$1.25M Buy
7,151
+61
+0.9% +$10.3K 0.14% 160
2021
Q1 		$1.12M Buy
7,090
+1,400
+25% +$211K 0.14% 153
2020
Q4 		$867K Hold
5,690
– – 0.12% 166
2020
Q3 		$816K Hold
5,690
– – 0.13% 150
2020
Q2 		$738K Sell
5,690
-120
-2% -$16.1K 0.13% 163
2020
Q1 		$770K Sell
5,810
-100
-2% -$14.8K 0.16% 148
2019
Q4 		$869K Hold
5,910
– – 0.17% 150
2019
Q3 		$916K Hold
5,910
– – 0.2% 137
2019
Q2 		$792K Buy
+5,910
New +$751K 0.18% 141

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

Roundview Capital's HSY Position: Q1 2026 in Review

Roundview Capital reduced its Hershey (HSY) stake by 0.69% in Q1 2026, selling an estimated $4.85K and leaving 3,303 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #240.

Roundview Capital first reported a position in HSY in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Roundview Capital held 3,303 shares of Hershey worth $687K as of Q1 2026.
  • Roundview Capital sold 23 Hershey shares in Q1 2026, an estimated $4.85K.
  • Hershey made up 0.04% of Roundview Capital's portfolio in Q1 2026, its #240 holding.
  • Roundview Capital first reported a position in Hershey in Q2 2019 and has held it in 28 quarters since.
  • Roundview Capital's Hershey position peaked at $1.93M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.