W Advisors LLC’s Hershey HSY Stock Holding History

W Advisors LLC’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	$222K	Buy	+1,070	New	+$226K	0.11%	131
2025 Q4	–	Sell	-1,070	Closed	-$200K	–	144
2025 Q3	$200K	Buy	+1,070	New	+$194K	0.11%	135
2024 Q4	–	Sell	-1,123	Closed	-$215K	–	118
2024 Q3	$215K	Buy	1,123 +2	+0.2%	+$389	0.13%	110
2024 Q2	$206K	Hold	1,121	–	–	0.14%	109
2024 Q1	$218K	Buy	1,121 +24	+2%	+$4.63K	0.15%	103
2023 Q4	$205K	Buy	1,097 +4	+0.4%	+$758	0.15%	108
2023 Q3	$219K	Sell	1,093 -3	-0.3%	-$672	0.18%	95
2023 Q2	$274K	Hold	1,096	–	–	0.21%	88
2023 Q1	$279K	Hold	1,096	–	–	0.23%	85
2022 Q4	$254K	Hold	1,096	–	–	0.21%	91
2022 Q3	$241K	Hold	1,096	–	–	0.22%	84
2022 Q2	$236K	Hold	1,096	–	–	0.2%	91
2022 Q1	$238K	Hold	1,096	–	–	0.18%	95
2021 Q4	$212K	Buy	+1,096	New	+$198K	0.16%	95

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

W Advisors LLC's HSY Position: Q1 2026 in Review

W Advisors LLC opened a new position in Hershey (HSY) in Q1 2026: 1,070 shares worth $222K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings. This is a return to the name: W Advisors LLC previously reported a position in HSY as recently as Q3 2025.

W Advisors LLC first reported a position in HSY in Q4 2021 and has held it in 14 quarters since. The position peaked at $279K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

W Advisors LLC held 1,070 shares of Hershey worth $222K as of Q1 2026.
Hershey was a new W Advisors LLC position in Q1 2026.
Hershey made up 0.11% of W Advisors LLC's portfolio in Q1 2026, its #131 holding.
W Advisors LLC first reported a position in Hershey in Q4 2021 and has held it in 14 quarters since.
W Advisors LLC's Hershey position peaked at $279K in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.