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United Capital Financial Advisors’s Hershey HSY Stock Holding History

United Capital Financial 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 		$978K Buy
4,704
+795
+20% +$168K 0.01% 768
2025
Q4 		$711K Buy
3,909
+940
+32% +$172K ﹤0.01% 840
2025
Q3 		$555K Buy
2,969
+569
+24% +$103K ﹤0.01% 832
2025
Q2 		$398K Sell
2,400
-803
-25% -$132K ﹤0.01% 841
2025
Q1 		$548K Buy
3,203
+600
+23% +$98.2K ﹤0.01% 724
2024
Q4 		$441K Sell
2,603
-611
-19% -$110K ﹤0.01% 767
2024
Q3 		$616K Sell
3,214
-1,001
-24% -$195K 0.01% 678
2024
Q2 		$775K Buy
4,215
+1,398
+50% +$270K 0.01% 592
2024
Q1 		$548K Sell
2,817
-223
-7% -$43K ﹤0.01% 717
2023
Q4 		$567K Buy
+3,040
New +$576K ﹤0.01% 691
2023
Q3 		– Sell
-1,071
Closed -$267K – 862
2023
Q2 		$267K Sell
1,071
-2,351
-69% -$617K ﹤0.01% 792
2023
Q1 		$871K Buy
3,422
+33
+1% +$7.75K ﹤0.01% 609
2022
Q4 		$785K Sell
3,389
-81
-2% -$18.7K ﹤0.01% 673
2022
Q3 		$765K Sell
3,470
-103
-3% -$23.1K ﹤0.01% 668
2022
Q2 		$769K Buy
3,573
+83
+2% +$18.1K ﹤0.01% 686
2022
Q1 		$756K Buy
3,490
+119
+4% +$24.2K ﹤0.01% 737
2021
Q4 		$652K Buy
3,371
+123
+4% +$22.3K ﹤0.01% 793
2021
Q3 		$550K Sell
3,248
-17
-0.5% -$3K ﹤0.01% 835
2021
Q2 		$569K Sell
3,265
-13
-0.4% -$2.19K ﹤0.01% 831
2021
Q1 		$518K Sell
3,278
-48
-1% -$7.23K ﹤0.01% 835
2020
Q4 		$507K Buy
3,326
+1,559
+88% +$231K ﹤0.01% 846
2020
Q3 		$253K Sell
1,767
-61
-3% -$8.65K ﹤0.01% 1006
2020
Q2 		$237K Sell
1,828
-180
-9% -$24.2K ﹤0.01% 1053
2020
Q1 		$266K Sell
2,008
-567
-22% -$83.6K ﹤0.01% 1000
2019
Q4 		$378K Buy
2,575
+773
+43% +$115K ﹤0.01% 1063
2019
Q3 		$279K Sell
1,802
-1,646
-48% -$249K ﹤0.01% 1098
2019
Q2 		$462K Sell
3,448
-535
-13% -$68K ﹤0.01% 1073
2019
Q1 		$457K Buy
3,983
+388
+11% +$42.2K ﹤0.01% 1008
2018
Q4 		$385K Buy
3,595
+808
+29% +$85.9K ﹤0.01% 985
2018
Q3 		$284K Sell
2,787
-503
-15% -$49.7K ﹤0.01% 1127
2018
Q2 		$306K Sell
3,290
-1,328
-29% -$124K ﹤0.01% 1072
2018
Q1 		$457K Sell
4,618
-270
-6% -$27.9K ﹤0.01% 981
2017
Q4 		$559K Sell
4,888
-1,292
-21% -$142K ﹤0.01% 932
2017
Q3 		$675K Buy
6,180
+3,208
+108% +$342K 0.01% 879
2017
Q2 		$319K Sell
2,972
-130
-4% -$14.3K ﹤0.01% 1052
2017
Q1 		$339K Buy
3,102
+513
+20% +$55K ﹤0.01% 1012
2016
Q4 		$268K Sell
2,589
-5,605
-68% -$553K ﹤0.01% 1093
2016
Q3 		$783K Sell
8,194
-3,895
-32% -$412K 0.01% 839
2016
Q2 		$1.37M Sell
12,089
-19,186
-61% -$1.8M 0.01% 643
2016
Q1 		$2.88M Sell
31,275
-16,929
-35% -$1.51M 0.03% 454
2015
Q4 		$4.3M Buy
+48,204
New +$4.32M 0.05% 361

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

United Capital Financial Advisors's HSY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Hershey (HSY) stake by 20% in Q1 2026, buying an estimated $168K and bringing the position to 4,704 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #768.

United Capital Financial Advisors first reported a position in HSY in Q4 2015 and has held it in 41 quarters since. The position peaked at $4.3M in Q4 2015. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • United Capital Financial Advisors held 4,704 shares of Hershey worth $978K as of Q1 2026.
  • United Capital Financial Advisors bought 795 Hershey shares in Q1 2026, an estimated $168K.
  • Hershey made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #768 holding.
  • United Capital Financial Advisors first reported a position in Hershey in Q4 2015 and has held it in 41 quarters since.
  • United Capital Financial Advisors's Hershey position peaked at $4.3M in Q4 2015.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.