Savant Capital’s Hershey HSY Stock Holding History

Savant 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	$2.13M	Buy	10,235 +1,033	+11%	+$218K	0.01%	412
2025 Q4	$1.67M	Buy	9,202 +131	+1%	+$23.9K	0.01%	435
2025 Q3	$1.7M	Buy	9,071 +1,069	+13%	+$194K	0.01%	424
2025 Q2	$1.33M	Buy	8,002 +1,230	+18%	+$203K	0.01%	442
2025 Q1	$1.16M	Sell	6,772 -810	-11%	-$133K	0.01%	437
2024 Q4	$1.28M	Sell	7,582 -1,800	-19%	-$323K	0.01%	567
2024 Q3	$1.8M	Buy	9,382 +1,032	+12%	+$201K	0.01%	466
2024 Q2	$1.53M	Buy	8,350 +359	+4%	+$69.5K	0.02%	455
2024 Q1	$1.55M	Buy	7,991 +200	+3%	+$38.6K	0.02%	417
2023 Q4	$1.45M	Sell	7,791 -853	-10%	-$162K	0.02%	345
2023 Q3	$1.73M	Buy	8,644 +37	+0.4%	+$8.28K	0.03%	291
2023 Q2	$2.15M	Buy	8,607 +2,838	+49%	+$744K	0.03%	245
2023 Q1	$1.47M	Sell	5,769 -752	-12%	-$177K	0.03%	266
2022 Q4	$1.45M	Buy	6,521 +620	+11%	+$143K	0.04%	206
2022 Q3	$1.3M	Buy	5,901 +154	+3%	+$34.5K	0.04%	204
2022 Q2	$1.24M	Buy	5,747 +1,071	+23%	+$233K	0.04%	205
2022 Q1	$1.01M	Buy	4,676 +2	+0%	+$406	0.03%	237
2021 Q4	$904K	Buy	4,674 +87	+2%	+$15.8K	0.03%	252
2021 Q3	$776K	Buy	4,587 +7	+0.2%	+$1.24K	0.03%	250
2021 Q2	$798K	Buy	4,580 +6	+0.1%	+$1.01K	0.03%	229
2021 Q1	$724K	Buy	4,574 +16	+0.4%	+$2.41K	0.04%	227
2020 Q4	$694K	Sell	4,558 -4,078	-47%	-$603K	0.04%	220
2020 Q3	$1.24M	Buy	8,636 +2,296	+36%	+$326K	0.08%	150
2020 Q2	$822K	Sell	6,340 -6	-0.1%	-$807	0.06%	185
2020 Q1	$841K	Buy	6,346 +833	+15%	+$123K	0.08%	171
2019 Q4	$810K	Sell	5,513 -22	-0.4%	-$3.26K	0.1%	154
2019 Q3	$858K	Buy	5,535 +3	+0.1%	+$453	0.12%	136
2019 Q2	$742K	Buy	5,532 +30	+0.5%	+$3.81K	0.1%	147
2019 Q1	$632K	Sell	5,502 -33	-0.6%	-$3.59K	0.12%	134
2018 Q4	$593K	Hold	5,535	–	–	0.12%	128
2018 Q3	$565K	Buy	5,535 +61	+1%	+$6.03K	0.1%	148
2018 Q2	$509K	Buy	5,474 +103	+2%	+$9.6K	0.11%	145
2018 Q1	$531K	Sell	5,371 -37	-0.7%	-$3.82K	0.11%	142
2017 Q4	$614K	Buy	5,408 +13	+0.2%	+$1.43K	0.13%	127
2017 Q3	$589K	Sell	5,395 -27	-0.5%	-$2.88K	0.13%	121
2017 Q2	$582K	Buy	5,422 +1,092	+25%	+$120K	0.14%	116
2017 Q1	$473K	Buy	4,330 +53	+1%	+$5.68K	0.12%	136
2016 Q4	$442K	Buy	4,277 +246	+6%	+$24.3K	0.12%	142
2016 Q3	$385K	Sell	4,031 -7	-0.2%	-$741	0.11%	154
2016 Q2	$458K	Buy	+4,038	New	+$378K	0.13%	128

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

Savant Capital's HSY Position: Q1 2026 in Review

Savant Capital increased its Hershey (HSY) stake by 11% in Q1 2026, buying an estimated $218K and bringing the position to 10,235 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #412.

Savant Capital first reported a position in HSY in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.15M in Q2 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Savant Capital held 10,235 shares of Hershey worth $2.13M as of Q1 2026.
Savant Capital bought 1,033 Hershey shares in Q1 2026, an estimated $218K.
Hershey made up 0.01% of Savant Capital's portfolio in Q1 2026, its #412 holding.
Savant Capital first reported a position in Hershey in Q2 2016 and has held it in 40 quarters since.
Savant Capital's Hershey position peaked at $2.15M in Q2 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.