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Strategic Family Wealth Counselors’s Hershey HSY Stock Holding History

Strategic Family Wealth Counselors’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 		$319K Sell
1,533
-43
-3% -$9.07K 0.08% 129
2025
Q4 		$313K Buy
1,576
+42
+3% +$7.68K 0.07% 167
2025
Q3 		$287K Buy
1,534
+3
+0.2% +$545 0.07% 128
2025
Q2 		$254K Sell
1,531
-4
-0.3% -$659 0.07% 126
2025
Q1 		$263K Buy
1,535
+2
+0.1% +$327 0.09% 122
2024
Q4 		$260K Buy
1,533
+1
+0.1% +$179 0.08% 119
2024
Q3 		$294K Buy
1,532
+5
+0.3% +$972 0.1% 105
2024
Q2 		$281K Hold
1,527
– – 0.11% 101
2024
Q1 		$297K Hold
1,527
– – 0.12% 87
2023
Q4 		$285K Hold
1,527
– – 0.12% 89
2023
Q3 		$306K Hold
1,527
– – 0.15% 77
2023
Q2 		$381K Hold
1,527
– – 0.18% 68
2023
Q1 		$389K Hold
1,527
– – 0.18% 63
2022
Q4 		$354K Hold
1,527
– – 0.18% 69
2022
Q3 		$337K Hold
1,527
– – 0.17% 62
2022
Q2 		$329K Buy
1,527
+5
+0.3% +$1.09K 0.16% 63
2022
Q1 		$330K Hold
1,522
– – 0.13% 72
2021
Q4 		$295K Hold
1,522
– – 0.09% 77
2021
Q3 		$258K Buy
1,522
+5
+0.3% +$883 0.09% 74
2021
Q2 		$264K Buy
1,517
+6
+0.4% +$1.01K 0.09% 68
2021
Q1 		$239K Buy
1,511
+5
+0.3% +$753 0.09% 75
2020
Q4 		$229K Buy
1,506
+6
+0.4% +$888 0.12% 74
2020
Q3 		$215K Buy
+1,500
New +$213K 0.12% 70
2020
Q1 		– Sell
-1,481
Closed -$218K – 78
2019
Q4 		$218K Buy
1,481
+6
+0.4% +$890 0.18% 62
2019
Q3 		$229K Buy
+1,475
New +$223K 0.17% 58

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Family Wealth Counselors's HSY Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Hershey (HSY) stake by 2.7% in Q1 2026, selling an estimated $9.07K and leaving 1,533 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #129.

Strategic Family Wealth Counselors first reported a position in HSY in Q3 2019 and has held it in 25 quarters since. The position peaked at $389K in Q1 2023. 1,474 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Strategic Family Wealth Counselors held 1,533 shares of Hershey worth $319K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 43 Hershey shares in Q1 2026, an estimated $9.07K.
  • Hershey made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #129 holding.
  • Strategic Family Wealth Counselors first reported a position in Hershey in Q3 2019 and has held it in 25 quarters since.
  • Strategic Family Wealth Counselors's Hershey position peaked at $389K in Q1 2023.
  • 1,474 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.