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Summit Securities Group’s Hershey HSY Stock Holding History

Summit Securities Group’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 		$4.99K Sell
24
-195
-89% -$41.1K ﹤0.01% 795
2025
Q4 		$39.9K Sell
219
-35
-14% -$6.4K 0.01% 661
2025
Q3 		$47.5K Buy
254
+154
+154% +$28K 0.01% 574
2025
Q2 		$16.6K Buy
+100
New +$16.5K ﹤0.01% 771
2025
Q1 		– Sell
-97
Closed -$16.4K – 928
2024
Q4 		$16.4K Buy
+97
New +$17.4K ﹤0.01% 404
2023
Q3 		– Sell
-193
Closed -$48K – 776
2023
Q2 		$48K Sell
193
-256
-57% -$67.1K 0.01% 422
2023
Q1 		$114K Sell
449
-1,696
-79% -$398K 0.01% 275
2022
Q4 		$497K Sell
2,145
-4,565
-68% -$1.05M 0.02% 241
2022
Q3 		$1.48M Buy
6,710
+5,707
+569% +$1.28M 0.11% 123
2022
Q2 		$216K Buy
1,003
+243
+32% +$53K 0.03% 290
2022
Q1 		$165K Sell
760
-2,255
-75% -$458K 0.02% 408
2021
Q4 		$583K Buy
3,015
+1,615
+115% +$292K 0.03% 334
2021
Q3 		$237K Sell
1,400
-591
-30% -$104K 0.02% 596
2021
Q2 		$347K Buy
+1,991
New +$335K 0.03% 478
2020
Q3 		– Sell
-5,400
Closed -$700K – 428
2020
Q2 		$700K Buy
5,400
+1,300
+32% +$175K 0.09% 186
2020
Q1 		$543K Buy
+4,100
New +$605K 0.1% 159
2019
Q1 		– Sell
-3,500
Closed -$375K – 270
2018
Q4 		$375K Buy
+3,500
New +$372K 0.03% 226
2018
Q1 		– Sell
-3,600
Closed -$409K – 190
2017
Q4 		$409K Buy
3,600
+1,100
+44% +$121K 0.05% 110
2017
Q3 		$273K Buy
+2,500
New +$266K 0.05% 150
2017
Q2 		– Sell
-2,000
Closed -$219K – 307
2017
Q1 		$219K Sell
2,000
-5,000
-71% -$536K 0.06% 264
2016
Q4 		$724K Buy
+7,000
New +$691K 0.16% 122
2015
Q1 		– Sell
-200
Closed -$21K – 503
2014
Q4 		$21K Hold
200
– – 0.01% 391
2014
Q3 		$19K Buy
+200
New +$18.5K 0.01% 485

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 Securities Group's HSY Position: Q1 2026 in Review

Summit Securities Group reduced its Hershey (HSY) stake by 89% in Q1 2026, selling an estimated $41.1K and leaving 24 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Summit Securities Group first reported a position in HSY in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.48M in Q3 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Summit Securities Group held 24 shares of Hershey worth $4.99K as of Q1 2026.
  • Summit Securities Group sold 195 Hershey shares in Q1 2026, an estimated $41.1K.
  • Hershey made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #795 holding.
  • Summit Securities Group first reported a position in Hershey in Q3 2014 and has held it in 23 quarters since.
  • Summit Securities Group's Hershey position peaked at $1.48M in Q3 2022.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.