Sage Capital Advisors’s Hershey HSY Stock Holding History

Sage Capital 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	-17,654	Closed	-$3.21M	–	131
2025 Q4	$3.21M	Sell	17,654 -51	-0.3%	-$9.32K	0.76%	42
2025 Q3	$3.31M	Sell	17,705 -149	-0.8%	-$27.1K	0.79%	43
2025 Q2	$2.96M	Buy	17,854 +316	+2%	+$52.1K	0.73%	44
2025 Q1	$3M	Buy	17,538 +168	+1%	+$27.5K	0.79%	42
2024 Q4	$2.94M	Sell	17,370 -929	-5%	-$167K	0.77%	42
2024 Q3	$3.51M	Buy	18,299 +104	+0.6%	+$20.2K	0.92%	40
2024 Q2	$3.34M	Buy	+18,195	New	+$3.52M	0.96%	36

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

Sage Capital Advisors's HSY Position: Q1 2026 in Review

Sage Capital Advisors sold out of Hershey (HSY) in Q1 2026, closing a stake of 17,654 shares — an estimated $3.21M sold.

Sage Capital Advisors first reported a position in HSY in Q2 2024 and held it in 7 quarters. The position peaked at $3.51M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Sage Capital Advisors reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
Sage Capital Advisors sold 17,654 Hershey shares in Q1 2026, an estimated $3.21M.
Sage Capital Advisors first reported a position in Hershey in Q2 2024 and held it in 7 quarters.
Sage Capital Advisors's Hershey position peaked at $3.51M in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sage Capital Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.