Stephens Inc’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Sell |
24,636
-27,769
| -53% | -$5.86M | 0.06% | 278 |
|
|
2025
Q4 | $9.65M | Sell |
52,405
-5,340
| -9% | -$976K | 0.12% | 173 |
|
|
2025
Q3 | $10.9M | Buy |
57,745
+543
| +0.9% | +$98.7K | 0.14% | 156 |
|
|
2025
Q2 | $9.49M | Buy |
57,202
+984
| +2% | +$162K | 0.13% | 164 |
|
|
2025
Q1 | $9.62M | Buy |
56,218
+20,108
| +56% | +$3.29M | 0.14% | 158 |
|
|
2024
Q4 | $6.12M | Buy |
36,110
+26,581
| +279% | +$4.77M | 0.09% | 230 |
|
|
2024
Q3 | $1.83M | Sell |
9,529
-182
| -2% | -$35.4K | 0.03% | 464 |
|
|
2024
Q2 | $1.79M | Buy |
9,711
+542
| +6% | +$105K | 0.03% | 452 |
|
|
2024
Q1 | $1.78M | Buy |
9,169
+848
| +10% | +$164K | 0.03% | 450 |
|
|
2023
Q4 | $1.55M | Buy |
8,321
+1,279
| +18% | +$242K | 0.03% | 453 |
|
|
2023
Q3 | $1.41M | Buy |
7,042
+591
| +9% | +$132K | 0.03% | 457 |
|
|
2023
Q2 | $1.61M | Sell |
6,451
-230
| -3% | -$60.3K | 0.03% | 430 |
|
|
2023
Q1 | $1.7M | Sell |
6,681
-17
| -0.3% | -$3.99K | 0.03% | 426 |
|
|
2022
Q4 | $1.55M | Buy |
6,698
+67
| +1% | +$15.4K | 0.03% | 421 |
|
|
2022
Q3 | $1.46M | Buy |
6,631
+1,110
| +20% | +$249K | 0.03% | 433 |
|
|
2022
Q2 | $1.19M | Buy |
5,521
+328
| +6% | +$71.5K | 0.02% | 486 |
|
|
2022
Q1 | $1.13M | Buy |
5,193
+299
| +6% | +$60.7K | 0.02% | 559 |
|
|
2021
Q4 | $947K | Buy |
4,894
+1,239
| +34% | +$224K | 0.01% | 650 |
|
|
2021
Q3 | $619K | Buy |
3,655
+358
| +11% | +$63.3K | 0.01% | 795 |
|
|
2021
Q2 | $574K | Buy |
3,297
+1,069
| +48% | +$180K | 0.01% | 827 |
|
|
2021
Q1 | $352K | Buy |
2,228
+240
| +12% | +$36.1K | 0.01% | 948 |
|
|
2020
Q4 | $303K | Hold |
1,988
| – | – | 0.01% | 916 |
|
|
2020
Q3 | $285K | Hold |
1,988
| – | – | 0.01% | 893 |
|
|
2020
Q2 | $258K | Buy |
1,988
+300
| +18% | +$40.3K | 0.01% | 890 |
|
|
2020
Q1 | $224K | Sell |
1,688
-130
| -7% | -$19.2K | 0.01% | 856 |
|
|
2019
Q4 | $267K | Sell |
1,818
-990
| -35% | -$147K | 0.01% | 911 |
|
|
2019
Q3 | $435K | Hold |
2,808
| – | – | 0.01% | 791 |
|
|
2019
Q2 | $376K | Buy |
2,808
+99
| +4% | +$12.6K | 0.01% | 836 |
|
|
2019
Q1 | $311K | Buy |
2,709
+54
| +2% | +$5.88K | 0.01% | 902 |
|
|
2018
Q4 | $285K | Sell |
2,655
-15
| -0.6% | -$1.59K | 0.01% | 867 |
|
|
2018
Q3 | $272K | Sell |
2,670
-345
| -11% | -$34.1K | 0.01% | 952 |
|
|
2018
Q2 | $281K | Buy |
+3,015
| New | +$281K | 0.01% | 727 |
|
|
2018
Q1 | – | Sell |
-1,975
| Closed | -$224K | – | 700 |
|
|
2017
Q4 | $224K | Sell |
1,975
-957
| -33% | -$105K | 0.01% | 618 |
|
|
2017
Q3 | $320K | Buy |
+2,932
| New | +$312K | 0.01% | 559 |
|
Other funds holding HSY
VCM
VPM
Stephens Inc's HSY Position: Q1 2026 in Review
Stephens Inc reduced its Hershey (HSY) stake by 53% in Q1 2026, selling an estimated $5.86M and leaving 24,636 shares worth $5.12M. The position accounts for 0.06% of the portfolio, ranked #278.
Stephens Inc first reported a position in HSY in Q3 2017 and has held it in 34 quarters since. The position peaked at $10.9M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Stephens Inc held 24,636 shares of Hershey worth $5.12M as of Q1 2026.
- Stephens Inc sold 27,769 Hershey shares in Q1 2026, an estimated $5.86M.
- Hershey made up 0.06% of Stephens Inc's portfolio in Q1 2026, its #278 holding.
- Stephens Inc first reported a position in Hershey in Q3 2017 and has held it in 34 quarters since.
- Stephens Inc's Hershey position peaked at $10.9M in Q3 2025.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.