Stone House Investment Management’s Hershey HSY Stock Holding History

Stone House Investment 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	$17K	Buy	82 +25	+44%	+$5.27K	﹤0.01%	292
2025 Q4	$10.4K	Buy	57 +16	+39%	+$2.92K	﹤0.01%	320
2025 Q3	$7.67K	Buy	41 +2	+5%	+$363	﹤0.01%	316
2025 Q2	$6.47K	Hold	39	–	–	﹤0.01%	297
2025 Q1	$6.67K	Buy	+39	New	+$6.38K	﹤0.01%	286
2024 Q4	–	Sell	-104	Closed	-$19.9K	–	188
2024 Q3	$19.9K	Buy	104 +25	+32%	+$4.86K	﹤0.01%	176
2024 Q2	$14.5K	Buy	79 +47	+147%	+$9.09K	﹤0.01%	200
2024 Q1	$6.22K	Buy	32 +15	+88%	+$2.89K	﹤0.01%	275
2023 Q4	$3.17K	Hold	17	–	–	﹤0.01%	241
2023 Q3	$3.4K	Hold	17	–	–	﹤0.01%	231
2023 Q2	$4.25K	Hold	17	–	–	﹤0.01%	213
2023 Q1	$4.33K	Buy	+17	New	+$3.99K	﹤0.01%	208

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

Stone House Investment Management's HSY Position: Q1 2026 in Review

Stone House Investment Management increased its Hershey (HSY) stake by 44% in Q1 2026, buying an estimated $5.27K and bringing the position to 82 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Stone House Investment Management first reported a position in HSY in Q1 2023 and has held it in 12 quarters since. The position peaked at $19.9K in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Stone House Investment Management held 82 shares of Hershey worth $17K as of Q1 2026.
Stone House Investment Management bought 25 Hershey shares in Q1 2026, an estimated $5.27K.
Hershey made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #292 holding.
Stone House Investment Management first reported a position in Hershey in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's Hershey position peaked at $19.9K in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.