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Swan Capital’s Hershey HSY Stock Holding History

Swan Capital’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 		$2.08K Sell
10
-19
-66% -$4.01K ﹤0.01% 356
2025
Q4 		$5.25K Hold
29
– – ﹤0.01% 232
2025
Q3 		$5.38K Buy
29
+10
+53% +$1.82K ﹤0.01% 216
2025
Q2 		$3.09K Buy
19
+1
+6% +$165 ﹤0.01% 284
2025
Q1 		$3.15K Buy
18
+8
+80% +$1.31K ﹤0.01% 213
2024
Q4 		$1.75K Hold
10
– – ﹤0.01% 241
2024
Q3 		$1.96K Buy
+10
New +$1.94K ﹤0.01% 226

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

Swan Capital's HSY Position: Q1 2026 in Review

Swan Capital reduced its Hershey (HSY) stake by 66% in Q1 2026, selling an estimated $4.01K and leaving 10 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Swan Capital first reported a position in HSY in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.38K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Swan Capital held 10 shares of Hershey worth $2.08K as of Q1 2026.
  • Swan Capital sold 19 Hershey shares in Q1 2026, an estimated $4.01K.
  • Hershey made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #356 holding.
  • Swan Capital first reported a position in Hershey in Q3 2024 and has held it in 7 quarters since.
  • Swan Capital's Hershey position peaked at $5.38K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.