VHAM
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Van Hulzen Asset Management’s Hershey HSY Stock Holding History

Van Hulzen Asset 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 		$326K Sell
1,568
-232
-13% -$48.9K 0.02% 288
2025
Q4 		$328K Sell
1,800
-1,009
-36% -$184K 0.02% 262
2025
Q3 		$526K Sell
2,809
-734
-21% -$133K 0.04% 219
2025
Q2 		$588K Buy
3,543
+897
+34% +$148K 0.05% 204
2025
Q1 		$453K Sell
2,646
-29,783
-92% -$4.88M 0.04% 219
2024
Q4 		$5.49M Sell
32,429
-105,768
-77% -$19M 0.4% 63
2024
Q3 		$26.5M Sell
138,197
-17,096
-11% -$3.32M 1.92% 10
2024
Q2 		$28.5M Buy
155,293
+1,910
+1% +$370K 1.91% 10
2024
Q1 		$29.8M Buy
153,383
+53,054
+53% +$10.2M 1.97% 9
2023
Q4 		$18.7M Sell
100,329
-23,045
-19% -$4.37M 1.32% 23
2023
Q3 		$24.7M Buy
123,374
+6,492
+6% +$1.45M 1.9% 10
2023
Q2 		$29.2M Buy
116,882
+8,597
+8% +$2.25M 2.49% 6
2023
Q1 		$27.5M Buy
108,285
+32,396
+43% +$7.61M 2.59% 6
2022
Q4 		$17.6M Buy
+75,889
New +$17.5M 2.03% 10
2020
Q3 		– Sell
-2,845
Closed -$369K – 273
2020
Q2 		$369K Buy
+2,845
New +$382K 0.06% 165
2017
Q2 		– Sell
-4,665
Closed -$510K – 143
2017
Q1 		$510K Sell
4,665
-20,222
-81% -$2.17M 0.23% 79
2016
Q4 		$2.57M Sell
24,887
-584
-2% -$57.7K 1.19% 32
2016
Q3 		$2.44M Buy
25,471
+2,470
+11% +$261K 1.32% 28
2016
Q2 		$2.61M Sell
23,001
-1,499
-6% -$140K 1.49% 23
2016
Q1 		$2.26M Buy
+24,500
New +$2.19M 1.28% 25
2015
Q1 		– Sell
-2,701
Closed -$281K – 141
2014
Q4 		$281K Buy
+2,701
New +$263K 0.19% 93

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

Van Hulzen Asset Management's HSY Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Hershey (HSY) stake by 13% in Q1 2026, selling an estimated $48.9K and leaving 1,568 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #288.

Van Hulzen Asset Management first reported a position in HSY in Q4 2014 and has held it in 21 quarters since. The position peaked at $29.8M in Q1 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Van Hulzen Asset Management held 1,568 shares of Hershey worth $326K as of Q1 2026.
  • Van Hulzen Asset Management sold 232 Hershey shares in Q1 2026, an estimated $48.9K.
  • Hershey made up 0.02% of Van Hulzen Asset Management's portfolio in Q1 2026, its #288 holding.
  • Van Hulzen Asset Management first reported a position in Hershey in Q4 2014 and has held it in 21 quarters since.
  • Van Hulzen Asset Management's Hershey position peaked at $29.8M in Q1 2024.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.