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Summit Trail Advisors’s Hershey HSY Stock Holding History

Summit Trail Advisors’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 		$1.8M Sell
8,670
-334
-4% -$70.4K 0.03% 606
2025
Q4 		$1.64M Sell
9,004
-863
-9% -$158K 0.03% 528
2025
Q3 		$1.85M Buy
9,867
+8,225
+501% +$1.49M 0.03% 495
2025
Q2 		$272K Buy
+1,642
New +$271K ﹤0.01% 967
2018
Q1 		– Sell
-136
Closed -$15K – 987
2017
Q4 		$15K Buy
+136
New +$15K ﹤0.01% 1119

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 Trail Advisors's HSY Position: Q1 2026 in Review

Summit Trail Advisors reduced its Hershey (HSY) stake by 3.7% in Q1 2026, selling an estimated $70.4K and leaving 8,670 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #606.

Summit Trail Advisors first reported a position in HSY in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.85M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Summit Trail Advisors held 8,670 shares of Hershey worth $1.8M as of Q1 2026.
  • Summit Trail Advisors sold 334 Hershey shares in Q1 2026, an estimated $70.4K.
  • Hershey made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #606 holding.
  • Summit Trail Advisors first reported a position in Hershey in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Hershey position peaked at $1.85M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.