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Summit Financial’s Hershey HSY Stock Holding History

Summit Financial’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 		$313K Sell
1,505
-357
-19% -$75.3K ﹤0.01% 1175
2025
Q4 		$339K Buy
1,862
+69
+4% +$12.6K 0.01% 1031
2025
Q3 		$335K Sell
1,793
-1,967
-52% -$357K 0.01% 1026
2025
Q2 		$624K Buy
3,760
+1,373
+58% +$226K 0.01% 518
2025
Q1 		$408K Sell
2,387
-802
-25% -$131K 0.01% 560
2024
Q4 		$540K Sell
3,189
-1,179
-27% -$211K 0.02% 436
2024
Q3 		$838K Buy
4,368
+1,159
+36% +$225K 0.03% 292
2024
Q2 		$590K Buy
3,209
+1,441
+82% +$279K 0.03% 304
2024
Q1 		$344K Buy
1,768
+441
+33% +$85.1K 0.02% 308
2023
Q4 		$247K Sell
1,327
-201
-13% -$38.1K 0.02% 316
2023
Q3 		$306K Buy
+1,528
New +$342K 0.02% 287

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

Summit Financial's HSY Position: Q1 2026 in Review

Summit Financial reduced its Hershey (HSY) stake by 19% in Q1 2026, selling an estimated $75.3K and leaving 1,505 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Summit Financial first reported a position in HSY in Q3 2023 and has held it in 11 quarters since. The position peaked at $838K in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Summit Financial held 1,505 shares of Hershey worth $313K as of Q1 2026.
  • Summit Financial sold 357 Hershey shares in Q1 2026, an estimated $75.3K.
  • Hershey made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1175 holding.
  • Summit Financial first reported a position in Hershey in Q3 2023 and has held it in 11 quarters since.
  • Summit Financial's Hershey position peaked at $838K in Q3 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.