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Sagewood Asset Management’s Hershey HSY Stock Holding History

Sagewood Asset 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 		$3.75M Buy
18,042
+145
+0.8% +$30.6K 1.17% 15
2025
Q4 		$3.26M Buy
+17,897
New +$3.27M 1.16% 15

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

Sagewood Asset Management's HSY Position: Q1 2026 in Review

Sagewood Asset Management increased its Hershey (HSY) stake by 0.81% in Q1 2026, buying an estimated $30.6K and bringing the position to 18,042 shares worth $3.75M. The position accounts for 1.17% of the portfolio, ranked #15.

Sagewood Asset Management first reported a position in HSY in Q4 2025 and has held it in 2 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sagewood Asset Management held 18,042 shares of Hershey worth $3.75M as of Q1 2026.
  • Sagewood Asset Management bought 145 Hershey shares in Q1 2026, an estimated $30.6K.
  • Hershey made up 1.17% of Sagewood Asset Management's portfolio in Q1 2026, its #15 holding.
  • Sagewood Asset Management first reported a position in Hershey in Q4 2025 and has held it in 2 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.