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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
2020
Q3 		– Sell
-90
Closed -$1.17M – 429
2020
Q2 		$1.17M Hold
90
– – 0.15% 135
2020
Q1 		$1.19M Buy
+90
New +$13.3K 0.21% 102

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.