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Stratos Investment Management’s Hershey HSY Stock Holding History

Stratos 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 		$1.01M Buy
4,851
+391
+9% +$82.5K 0.04% 175
2025
Q4 		$812K Buy
4,460
+291
+7% +$53.2K 0.03% 193
2025
Q3 		$780K Buy
4,169
+161
+4% +$29.3K 0.03% 195
2025
Q2 		$665K Buy
4,008
+339
+9% +$55.9K 0.03% 218
2025
Q1 		$628K Buy
+3,669
New +$601K 0.03% 194
2024
Q4 		– Sell
-2,535
Closed -$486K – 279
2024
Q3 		$486K Buy
2,535
+413
+19% +$80.3K 0.03% 162
2024
Q2 		$390K Buy
2,122
+168
+9% +$32.5K 0.03% 159
2024
Q1 		$380K Buy
1,954
+248
+15% +$47.8K 0.04% 152
2023
Q4 		$318K Sell
1,706
-56
-3% -$10.6K 0.04% 143
2023
Q3 		$353K Buy
+1,762
New +$394K 0.05% 127

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

Stratos Investment Management's HSY Position: Q1 2026 in Review

Stratos Investment Management increased its Hershey (HSY) stake by 8.8% in Q1 2026, buying an estimated $82.5K and bringing the position to 4,851 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #175.

Stratos Investment Management first reported a position in HSY in Q3 2023 and has held it in 10 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Stratos Investment Management held 4,851 shares of Hershey worth $1.01M as of Q1 2026.
  • Stratos Investment Management bought 391 Hershey shares in Q1 2026, an estimated $82.5K.
  • Hershey made up 0.04% of Stratos Investment Management's portfolio in Q1 2026, its #175 holding.
  • Stratos Investment Management first reported a position in Hershey in Q3 2023 and has held it in 10 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.