Valley Forge Investment Consultants’s Hershey HSY Stock Holding History

Valley Forge Investment Consultants’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	$800K	Hold	3,850	–	–	0.24%	35
2025 Q4	$701K	Hold	3,850	–	–	0.2%	37
2025 Q3	$720K	Hold	3,850	–	–	0.21%	39
2025 Q2	$639K	Hold	3,850	–	–	0.2%	45
2025 Q1	$658K	Hold	3,850	–	–	0.23%	37
2024 Q4	$652K	Hold	3,850	–	–	0.22%	40
2024 Q3	$738K	Hold	3,850	–	–	0.26%	34
2024 Q2	$708K	Sell	3,850 -55	-1%	-$10.6K	0.27%	31
2024 Q1	$760K	Hold	3,905	–	–	0.3%	30
2023 Q4	$728K	Hold	3,905	–	–	0.32%	31
2023 Q3	$781K	Hold	3,905	–	–	0.36%	32
2023 Q2	$975K	Sell	3,905 -20	-0.5%	-$5.25K	0.48%	23
2023 Q1	$999K	Hold	3,925	–	–	0.52%	22
2022 Q4	$909K	Sell	3,925 -43	-1%	-$9.91K	0.48%	23
2022 Q3	$875K	Hold	3,968	–	–	0.48%	25
2022 Q2	$854K	Hold	3,968	–	–	0.43%	28
2022 Q1	$860K	Hold	3,968	–	–	0.35%	33
2021 Q4	$768K	Sell	3,968 -15	-0.4%	-$2.72K	0.34%	37
2021 Q3	$674K	Sell	3,983 -30	-0.7%	-$5.3K	0.36%	37
2021 Q2	$699K	Buy	+4,013	New	+$676K	0.38%	35

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

Valley Forge Investment Consultants's HSY Position: Q1 2026 in Review

Valley Forge Investment Consultants held its Hershey (HSY) position steady in Q1 2026 at 3,850 shares worth $800K. The position accounts for 0.24% of the portfolio, ranked #35.

Valley Forge Investment Consultants first reported a position in HSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $999K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Valley Forge Investment Consultants held 3,850 shares of Hershey worth $800K as of Q1 2026.
Valley Forge Investment Consultants left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.24% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #35 holding.
Valley Forge Investment Consultants first reported a position in Hershey in Q2 2021 and has held it in 20 quarters since.
Valley Forge Investment Consultants's Hershey position peaked at $999K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.