TIM
HSY icon

Tevis Investment Management’s Hershey HSY Stock Holding History

Tevis Investment Management’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 		– Sell
-8,277
Closed -$1.55M – 112
2025
Q4 		$1.55M Hold
8,277
– – 0.93% 33
2025
Q3 		$1.55M Hold
8,277
– – 0.93% 33
2025
Q2 		$1.37M Buy
8,277
+4,422
+115% +$729K 0.88% 35
2025
Q1 		$653K Hold
3,855
– – 0.48% 61
2024
Q4 		$653K Buy
+3,855
New +$691K 0.48% 61

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

Tevis Investment Management's HSY Position: Q1 2026 in Review

Tevis Investment Management sold out of Hershey (HSY) in Q1 2026, closing a stake of 8,277 shares — an estimated $1.55M sold.

Tevis Investment Management first reported a position in HSY in Q4 2024 and held it in 5 quarters. The position peaked at $1.55M in Q4 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Tevis Investment Management reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
  • Tevis Investment Management sold 8,277 Hershey shares in Q1 2026, an estimated $1.55M.
  • Tevis Investment Management first reported a position in Hershey in Q4 2024 and held it in 5 quarters.
  • Tevis Investment Management's Hershey position peaked at $1.55M in Q4 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.