TPWA
HSY icon

Twin Peaks Wealth Advisors’s Hershey HSY Stock Holding History

Twin Peaks Wealth 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 		$41.4K Buy
+199
New +$42K 0.01% 473
2025
Q3 		– Sell
-176
Closed -$31.1K – 1049
2025
Q2 		$31.1K Buy
+176
New +$29K 0.01% 464

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

Twin Peaks Wealth Advisors's HSY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Hershey (HSY) in Q1 2026: 199 shares worth $41.4K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HSY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HSY in Q2 2025 and has held it in 2 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 199 shares of Hershey worth $41.4K as of Q1 2026.
  • Hershey was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Hershey made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #473 holding.
  • Twin Peaks Wealth Advisors first reported a position in Hershey in Q2 2025 and has held it in 2 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.