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HSY icon

Sunbelt Securities’s Hershey HSY Stock Holding History

Sunbelt Securities’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 		$1.28M Sell
6,154
-774
-11% -$163K 0.08% 215
2025
Q4 		$1.26M Sell
6,928
-123
-2% -$22.5K 0.08% 196
2025
Q3 		$1.32M Buy
7,051
+5,025
+248% +$913K 0.09% 190
2025
Q2 		$343K Sell
2,026
-55
-3% -$9.07K 0.03% 443
2025
Q1 		$356K Buy
2,081
+55
+3% +$9.01K 0.03% 405
2024
Q4 		$342K Buy
2,026
+788
+64% +$141K 0.03% 447
2024
Q3 		$238K Buy
1,238
+254
+26% +$49.4K 0.02% 546
2024
Q2 		$181K Buy
984
+160
+19% +$31K 0.02% 578
2024
Q1 		$160K Buy
824
+164
+25% +$31.6K 0.02% 595
2023
Q4 		$123K Buy
660
+101
+18% +$19.1K 0.02% 625
2023
Q3 		$112K Buy
559
+1
+0.2% +$224 0.02% 625
2023
Q2 		$139K Buy
558
+226
+68% +$59.3K 0.02% 553
2023
Q1 		$84.1K Buy
+332
New +$78K 0.01% 626
2020
Q1 		– Sell
-3,845
Closed -$565K – 498
2019
Q4 		$565K Sell
3,845
-262
-6% -$38.8K 0.06% 290
2019
Q3 		$637K Buy
+4,107
New +$620K 0.07% 251

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

Sunbelt Securities's HSY Position: Q1 2026 in Review

Sunbelt Securities reduced its Hershey (HSY) stake by 11% in Q1 2026, selling an estimated $163K and leaving 6,154 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #215.

Sunbelt Securities first reported a position in HSY in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Sunbelt Securities held 6,154 shares of Hershey worth $1.28M as of Q1 2026.
  • Sunbelt Securities sold 774 Hershey shares in Q1 2026, an estimated $163K.
  • Hershey made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #215 holding.
  • Sunbelt Securities first reported a position in Hershey in Q3 2019 and has held it in 15 quarters since.
  • Sunbelt Securities's Hershey position peaked at $1.32M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.