Tarbox Family Office’s Hershey HSY Stock Holding History

Tarbox Family Office’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	$683K	Sell	3,283 -5	-0.2%	-$1.05K	0.11%	52
2025 Q4	$598K	Sell	3,288 -22	-0.7%	-$4.02K	0.1%	63
2025 Q3	$619K	Hold	3,310	–	–	0.09%	65
2025 Q2	$549K	Buy	3,310 +1	+0%	+$165	0.08%	63
2025 Q1	$566K	Hold	3,309	–	–	0.09%	62
2024 Q4	$560K	Hold	3,309	–	–	0.09%	62
2024 Q3	$635K	Hold	3,309	–	–	0.1%	58
2024 Q2	$608K	Hold	3,309	–	–	0.11%	58
2024 Q1	$644K	Buy	3,309 +1,156	+54%	+$223K	0.11%	52
2023 Q4	$401K	Sell	2,153 -1,156	-35%	-$219K	0.08%	66
2023 Q3	$662K	Sell	3,309 -36	-1%	-$8.06K	0.14%	44
2023 Q2	$835K	Buy	3,345 +40	+1%	+$10.5K	0.16%	41
2023 Q1	$841K	Sell	3,305 -128	-4%	-$30.1K	0.17%	41
2022 Q4	$795K	Buy	3,433 +1,152	+51%	+$266K	0.17%	40
2022 Q3	$491K	Sell	2,281 -1,152	-34%	-$258K	0.12%	44
2022 Q2	$739K	Buy	3,433 +1,152	+51%	+$251K	0.17%	43
2022 Q1	$494K	Hold	2,281	–	–	0.1%	53
2021 Q4	$441K	Hold	2,281	–	–	0.08%	86
2021 Q3	$386K	Hold	2,281	–	–	0.07%	96
2021 Q2	$397K	Hold	2,281	–	–	0.07%	99
2021 Q1	$361K	Hold	2,281	–	–	0.07%	96
2020 Q4	$347K	Hold	2,281	–	–	0.07%	89
2020 Q3	$327K	Hold	2,281	–	–	0.08%	84
2020 Q2	$296K	Hold	2,281	–	–	0.08%	93
2020 Q1	$302K	Hold	2,281	–	–	0.1%	77
2019 Q4	$335K	Hold	2,281	–	–	0.09%	82
2019 Q3	$354K	Hold	2,281	–	–	0.11%	60
2019 Q2	$306K	Buy	2,281 +21	+0.9%	+$2.67K	0.1%	69
2019 Q1	$260K	Hold	2,260	–	–	0.1%	72
2018 Q4	$242K	Hold	2,260	–	–	0.1%	71
2018 Q3	$231K	Hold	2,260	–	–	0.08%	84
2018 Q2	$210K	Sell	2,260 -19	-0.8%	-$1.77K	0.08%	79
2018 Q1	$226K	Buy	2,279 +24	+1%	+$2.48K	0.09%	81
2017 Q4	$256K	Hold	2,255	–	–	0.1%	66
2017 Q3	$246K	Hold	2,255	–	–	0.11%	61
2017 Q2	$242K	Hold	2,255	–	–	0.12%	57
2017 Q1	$246K	Hold	2,255	–	–	0.13%	49
2016 Q4	$233K	Hold	2,255	–	–	0.13%	42
2016 Q3	$216K	Hold	2,255	–	–	0.14%	49
2016 Q2	$256K	Hold	2,255	–	–	0.18%	38
2016 Q1	$208K	Hold	2,255	–	–	0.16%	51
2015 Q4	$201K	Hold	2,255	–	–	0.16%	46
2015 Q3	$207K	Hold	2,255	–	–	0.19%	44
2015 Q2	$200K	Hold	2,255	–	–	0.17%	48
2015 Q1	$228K	Hold	2,255	–	–	0.2%	44
2014 Q4	$234K	Hold	2,255	–	–	0.22%	45
2014 Q3	$215K	Hold	2,255	–	–	0.19%	49
2014 Q2	$219K	Buy	2,255 +55	+3%	+$5.39K	0.2%	49
2014 Q1	$229K	Hold	2,200	–	–	0.2%	46
2013 Q4	$214K	Buy	+2,200	New	+$211K	0.18%	54

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tarbox Family Office's HSY Position: Q1 2026 in Review

Tarbox Family Office reduced its Hershey (HSY) stake by 0.15% in Q1 2026, selling an estimated $1.05K and leaving 3,283 shares worth $683K. The position accounts for 0.11% of the portfolio, ranked #52.

Tarbox Family Office first reported a position in HSY in Q4 2013 and has held it in 50 quarters since. The position peaked at $841K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Tarbox Family Office held 3,283 shares of Hershey worth $683K as of Q1 2026.
Tarbox Family Office sold 5 Hershey shares in Q1 2026, an estimated $1.05K.
Hershey made up 0.11% of Tarbox Family Office's portfolio in Q1 2026, its #52 holding.
Tarbox Family Office first reported a position in Hershey in Q4 2013 and has held it in 50 quarters since.
Tarbox Family Office's Hershey position peaked at $841K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.