Smith Group Asset Management’s Hershey HSY Stock Holding History

Smith Group 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	$678K	Buy	+3,260	New	+$688K	0.03%	116
2018 Q1	–	Sell	-116,130	Closed	-$13.2M	–	447
2017 Q4	$13.2M	Sell	116,130 -56,960	-33%	-$6.27M	0.41%	65
2017 Q3	$18.9M	Sell	173,090 -177,050	-51%	-$18.9M	0.63%	60
2017 Q2	$37.6M	Buy	350,140 +41,930	+14%	+$4.63M	1.15%	27
2017 Q1	$33.7M	Buy	+308,210	New	+$33M	0.97%	34
2014 Q2	–	Sell	-200,413	Closed	-$20.9M	–	429
2014 Q1	$20.9M	Buy	200,413 +13	+0%	+$1.33K	0.8%	61
2013 Q4	$19.5M	Hold	200,400	–	–	0.74%	64
2013 Q3	$18.5M	Buy	+200,400	New	+$18.7M	0.77%	57

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

Smith Group Asset Management's HSY Position: Q1 2026 in Review

Smith Group Asset Management opened a new position in Hershey (HSY) in Q1 2026: 3,260 shares worth $678K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings. This is a return to the name: Smith Group Asset Management previously reported a position in HSY as recently as Q4 2017.

Smith Group Asset Management first reported a position in HSY in Q3 2013 and has held it in 8 quarters since. The position peaked at $37.6M in Q2 2017. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Smith Group Asset Management held 3,260 shares of Hershey worth $678K as of Q1 2026.
Hershey was a new Smith Group Asset Management position in Q1 2026.
Hershey made up 0.03% of Smith Group Asset Management's portfolio in Q1 2026, its #116 holding.
Smith Group Asset Management first reported a position in Hershey in Q3 2013 and has held it in 8 quarters since.
Smith Group Asset Management's Hershey position peaked at $37.6M in Q2 2017.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.