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Strategic Financial Services’s Hershey HSY Stock Holding History

Strategic Financial Services’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 		$259K Hold
1,244
– – 0.01% 133
2025
Q4 		$288K Hold
1,244
– – 0.01% 118
2025
Q3 		$233K Hold
1,244
– – 0.01% 128
2025
Q2 		$206K Hold
1,244
– – 0.01% 135
2025
Q1 		$213K Hold
1,244
– – 0.01% 128
2024
Q4 		$211K Hold
1,244
– – 0.01% 129
2024
Q3 		$239K Hold
1,244
– – 0.01% 127
2024
Q2 		$229K Hold
1,244
– – 0.01% 122
2024
Q1 		$242K Hold
1,244
– – 0.02% 117
2023
Q4 		$232K Hold
1,244
– – 0.02% 117
2023
Q3 		$249K Hold
1,244
– – 0.02% 110
2023
Q2 		$281K Hold
1,244
– – 0.02% 110
2023
Q1 		$316K Hold
1,244
– – 0.02% 103
2022
Q4 		$288K Hold
1,244
– – 0.02% 107
2022
Q3 		$274K Hold
1,244
– – 0.02% 111
2022
Q2 		$268K Hold
1,244
– – 0.02% 116
2022
Q1 		$269K Hold
1,244
– – 0.02% 118
2021
Q4 		$241K Hold
1,244
– – 0.02% 122
2021
Q3 		$211K Hold
1,244
– – 0.02% 121
2021
Q2 		$217K Buy
+1,244
New +$209K 0.02% 136

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Financial Services's HSY Position: Q1 2026 in Review

Strategic Financial Services held its Hershey (HSY) position steady in Q1 2026 at 1,244 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #133.

Strategic Financial Services first reported a position in HSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $316K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Strategic Financial Services held 1,244 shares of Hershey worth $259K as of Q1 2026.
  • Strategic Financial Services left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #133 holding.
  • Strategic Financial Services first reported a position in Hershey in Q2 2021 and has held it in 20 quarters since.
  • Strategic Financial Services's Hershey position peaked at $316K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.