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Stratos Wealth Partners’s Hershey HSY Stock Holding History

Stratos Wealth Partners’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 		$1.6M Buy
7,712
+294
+4% +$62K 0.02% 625
2025
Q4 		$1.35M Sell
7,418
-641
-8% -$117K 0.02% 665
2025
Q3 		$1.51M Sell
8,059
-845
-9% -$154K 0.02% 617
2025
Q2 		$1.48M Sell
8,904
-22,772
-72% -$3.75M 0.02% 575
2025
Q1 		$5.42M Buy
31,676
+242
+0.8% +$39.6K 0.08% 248
2024
Q4 		$5.32M Sell
31,434
-2,037
-6% -$365K 0.08% 262
2024
Q3 		$6.42M Buy
33,471
+8,338
+33% +$1.62M 0.09% 219
2024
Q2 		$4.62M Buy
25,133
+5,109
+26% +$989K 0.07% 257
2024
Q1 		$3.89M Buy
20,024
+14,300
+250% +$2.76M 0.06% 287
2023
Q4 		$1.07M Sell
5,724
-314
-5% -$59.5K 0.02% 605
2023
Q3 		$1.21M Sell
6,038
-513
-8% -$115K 0.03% 501
2023
Q2 		$1.64M Sell
6,551
-101
-2% -$26.5K 0.04% 390
2023
Q1 		$1.69M Buy
6,652
+508
+8% +$119K 0.05% 361
2022
Q4 		$1.42M Sell
6,144
-544
-8% -$125K 0.04% 421
2022
Q3 		$1.48M Buy
6,688
+606
+10% +$136K 0.04% 381
2022
Q2 		$1.31M Buy
6,082
+1,858
+44% +$405K 0.03% 427
2022
Q1 		$915K Buy
4,224
+772
+22% +$157K 0.02% 581
2021
Q4 		$668K Sell
3,452
-518
-13% -$93.8K 0.01% 709
2021
Q3 		$672K Buy
3,970
+512
+15% +$90.5K 0.02% 654
2021
Q2 		$602K Buy
3,458
+26
+0.8% +$4.38K 0.02% 712
2021
Q1 		$543K Sell
3,432
-104
-3% -$15.7K 0.02% 698
2020
Q4 		$539K Hold
3,536
– – 0.02% 654
2020
Q3 		$507K Sell
3,536
-39
-1% -$5.53K 0.02% 620
2020
Q2 		$464K Buy
3,575
+77
+2% +$10.4K 0.02% 622
2020
Q1 		$464K Sell
3,498
-119
-3% -$17.6K 0.02% 547
2019
Q4 		$532K Sell
3,617
-614
-15% -$91K 0.02% 573
2019
Q3 		$656K Sell
4,231
-147
-3% -$22.2K 0.03% 488
2019
Q2 		$587K Buy
4,378
+154
+4% +$19.6K 0.03% 513
2019
Q1 		$485K Buy
4,224
+539
+15% +$58.7K 0.02% 561
2018
Q4 		$395K Sell
3,685
-160
-4% -$17K 0.02% 579
2018
Q3 		$392K Sell
3,845
-46
-1% -$4.55K 0.02% 616
2018
Q2 		$362K Buy
3,891
+99
+3% +$9.23K 0.02% 670
2018
Q1 		$375K Sell
3,792
-289
-7% -$29.9K 0.02% 648
2017
Q4 		$463K Sell
4,081
-7,317
-64% -$805K 0.02% 535
2017
Q3 		$1.24M Buy
11,398
+8,351
+274% +$890K 0.06% 297
2017
Q2 		$327K Sell
3,047
-144
-5% -$15.9K 0.02% 605
2017
Q1 		$349K Sell
3,191
-399
-11% -$42.8K 0.02% 527
2016
Q4 		$371K Buy
3,590
+451
+14% +$44.5K 0.02% 462
2016
Q3 		$300K Buy
3,139
+234
+8% +$24.8K 0.02% 488
2016
Q2 		$330K Sell
2,905
-2,879
-50% -$270K 0.02% 425
2016
Q1 		$533K Buy
5,784
+3,394
+142% +$303K 0.05% 285
2015
Q4 		$213K Sell
2,390
-454
-16% -$40.7K 0.02% 505
2015
Q3 		$261K Buy
2,844
+346
+14% +$31.5K 0.03% 417
2015
Q2 		$222K Sell
2,498
-478
-16% -$45.1K 0.03% 442
2015
Q1 		$298K Sell
2,976
-479
-14% -$50K 0.04% 426
2014
Q4 		$359K Buy
3,455
+1,314
+61% +$128K 0.06% 312
2014
Q3 		$204K Buy
2,141
+4
+0.2% +$370 0.05% 285
2014
Q2 		$209K Buy
+2,137
New +$210K 0.07% 284

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 Wealth Partners's HSY Position: Q1 2026 in Review

Stratos Wealth Partners increased its Hershey (HSY) stake by 4% in Q1 2026, buying an estimated $62K and bringing the position to 7,712 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #625.

Stratos Wealth Partners first reported a position in HSY in Q2 2014 and has held it in 48 quarters since. The position peaked at $6.42M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Stratos Wealth Partners held 7,712 shares of Hershey worth $1.6M as of Q1 2026.
  • Stratos Wealth Partners bought 294 Hershey shares in Q1 2026, an estimated $62K.
  • Hershey made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #625 holding.
  • Stratos Wealth Partners first reported a position in Hershey in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Hershey position peaked at $6.42M in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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