Soltis Investment Advisors’s Hershey HSY Stock Holding History

Soltis Investment 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	$10M	Buy	48,166 +1,110	+2%	+$234K	0.63%	31
2025 Q4	$8.56M	Buy	47,056 +1,852	+4%	+$339K	0.56%	36
2025 Q3	$8.46M	Buy	45,204 +1,934	+4%	+$351K	0.58%	36
2025 Q2	$7.18M	Sell	43,270 -2,722	-6%	-$449K	0.56%	41
2025 Q1	$7.87M	Buy	45,992 +3,964	+9%	+$649K	0.7%	33
2024 Q4	$7.12M	Sell	42,028 -2,311	-5%	-$414K	0.66%	32
2024 Q3	$8.5M	Buy	44,339 +15,497	+54%	+$3.01M	0.83%	22
2024 Q2	$5.3M	Buy	28,842 +8,981	+45%	+$1.74M	0.56%	55
2024 Q1	$3.86M	Buy	19,861 +16,829	+555%	+$3.25M	0.43%	77
2023 Q4	$565K	Buy	3,032 +286	+10%	+$54.2K	0.06%	175
2023 Q3	$549K	Buy	+2,746	New	+$615K	0.07%	165

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

Soltis Investment Advisors's HSY Position: Q1 2026 in Review

Soltis Investment Advisors increased its Hershey (HSY) stake by 2.4% in Q1 2026, buying an estimated $234K and bringing the position to 48,166 shares worth $10M. The position accounts for 0.63% of the portfolio, ranked #31.

Soltis Investment Advisors first reported a position in HSY in Q3 2023 and has held it in 11 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Soltis Investment Advisors held 48,166 shares of Hershey worth $10M as of Q1 2026.
Soltis Investment Advisors bought 1,110 Hershey shares in Q1 2026, an estimated $234K.
Hershey made up 0.63% of Soltis Investment Advisors's portfolio in Q1 2026, its #31 holding.
Soltis Investment Advisors first reported a position in Hershey in Q3 2023 and has held it in 11 quarters since.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.