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Verdence Capital Advisors’s Hershey HSY Stock Holding History

Verdence Capital 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 		$859K Sell
4,132
-51
-1% -$10.8K 0.05% 321
2025
Q4 		$761K Sell
4,183
-130
-3% -$23.8K 0.05% 325
2025
Q3 		$783K Hold
4,313
– – 0.05% 342
2025
Q2 		$716K Buy
4,313
+18
+0.4% +$2.97K 0.05% 314
2025
Q1 		$735K Sell
4,295
-32
-0.7% -$5.24K 0.06% 292
2024
Q4 		$733K Buy
4,327
+11
+0.3% +$1.97K 0.06% 298
2024
Q3 		$828K Buy
4,316
+100
+2% +$19.4K 0.07% 281
2024
Q2 		$775K Sell
4,216
-10
-0.2% -$1.94K 0.07% 278
2024
Q1 		$822K Sell
4,226
-1
-0% -$193 0.07% 266
2023
Q4 		$788K Sell
4,227
-569
-12% -$108K 0.08% 252
2023
Q3 		$960K Sell
4,796
-3
-0.1% -$672 0.1% 216
2023
Q2 		$1.2M Buy
4,799
+2
+0% +$525 0.14% 168
2023
Q1 		$1.22M Buy
4,797
+1,098
+30% +$258K 0.15% 166
2022
Q4 		$856K Buy
3,699
+1
+0% +$231 0.11% 201
2022
Q3 		$815K Sell
3,698
-402
-10% -$90.1K 0.11% 192
2022
Q2 		$882K Buy
4,100
+2
+0% +$436 0.11% 196
2022
Q1 		$888K Buy
4,098
+2,878
+236% +$585K 0.1% 211
2021
Q4 		$236K Buy
1,220
+7
+0.6% +$1.27K 0.03% 457
2021
Q3 		$205K Hold
1,213
– – 0.03% 472
2021
Q2 		$211K Buy
+1,213
New +$204K 0.03% 449
2018
Q1 		– Sell
-1,937
Closed -$220K – 308
2017
Q4 		$220K Buy
+1,937
New +$213K 0.05% 252

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

Verdence Capital Advisors's HSY Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Hershey (HSY) stake by 1.2% in Q1 2026, selling an estimated $10.8K and leaving 4,132 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #321.

Verdence Capital Advisors first reported a position in HSY in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Verdence Capital Advisors held 4,132 shares of Hershey worth $859K as of Q1 2026.
  • Verdence Capital Advisors sold 51 Hershey shares in Q1 2026, an estimated $10.8K.
  • Hershey made up 0.05% of Verdence Capital Advisors's portfolio in Q1 2026, its #321 holding.
  • Verdence Capital Advisors first reported a position in Hershey in Q4 2017 and has held it in 21 quarters since.
  • Verdence Capital Advisors's Hershey position peaked at $1.22M in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.