USA Financial Formulas’s Hershey HSY Stock Holding History

USA Financial Formulas’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	$6.65K	Buy	+32	New	+$6.75K	﹤0.01%	319
2023 Q4	–	Sell	-6	Closed	-$1.2K	–	434
2023 Q3	$1.2K	Hold	6	–	–	﹤0.01%	390
2023 Q2	$1.5K	Hold	6	–	–	﹤0.01%	333
2023 Q1	$1.53K	Buy	+6	New	+$1.41K	﹤0.01%	255
2022 Q3	$1.34M	Buy	6,091 +1,232	+25%	+$276K	2.12%	7
2022 Q2	$1.04M	Sell	4,859 -206	-4%	-$44.9K	1.31%	19
2022 Q1	$1.1M	Buy	5,065 +5,009	+8,945%	+$1.02M	1.17%	20
2021 Q4	$11K	Sell	56 -5	-8%	-$905	0.01%	190
2021 Q3	$10K	Buy	61 +15	+33%	+$2.65K	0.01%	251
2021 Q2	$8K	Sell	46 -2	-4%	-$337	0.01%	243
2021 Q1	$8K	Buy	48 +19	+66%	+$2.86K	0.01%	220
2020 Q4	$4K	Buy	+29	New	+$4.29K	﹤0.01%	206

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

USA Financial Formulas's HSY Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Hershey (HSY) in Q1 2026: 32 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in HSY as recently as Q3 2023.

USA Financial Formulas first reported a position in HSY in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.34M in Q3 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

USA Financial Formulas held 32 shares of Hershey worth $6.65K as of Q1 2026.
Hershey was a new USA Financial Formulas position in Q1 2026.
Hershey made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #319 holding.
USA Financial Formulas first reported a position in Hershey in Q4 2020 and has held it in 12 quarters since.
USA Financial Formulas's Hershey position peaked at $1.34M in Q3 2022.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.