Wallace Capital Management’s Hershey HSY Stock Holding History

Wallace Capital 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	$1.46M	Sell	7,005 -1,130	-14%	-$238K	0.17%	34
2025 Q4	$1.48M	Sell	8,135 -515	-6%	-$94.2K	0.18%	32
2025 Q3	$1.62M	Sell	8,650 -440	-5%	-$80K	0.2%	31
2025 Q2	$1.51M	Sell	9,090 -1,265	-12%	-$209K	0.21%	27
2025 Q1	$1.77M	Sell	10,355 -415	-4%	-$67.9K	0.23%	28
2024 Q4	$1.82M	Buy	10,770 +95	+0.9%	+$17K	0.25%	28
2024 Q3	$2.05M	Buy	10,675 +150	+1%	+$29.2K	0.28%	29
2024 Q2	$1.93M	Sell	10,525 -50	-0.5%	-$9.67K	0.28%	29
2024 Q1	$2.06M	Buy	10,575 +250	+2%	+$48.2K	0.28%	31
2023 Q4	$1.92M	Hold	10,325	–	–	0.29%	33
2023 Q3	$2.07M	Sell	10,325 -199	-2%	-$44.5K	0.32%	31
2023 Q2	$2.63M	Sell	10,524 -70	-0.7%	-$18.4K	0.41%	34
2023 Q1	$2.7M	Sell	10,594 -25	-0.2%	-$5.87K	0.44%	31
2022 Q4	$2.46M	Sell	10,619 -291	-3%	-$67.1K	0.39%	32
2022 Q3	$2.4M	Sell	10,910 -598	-5%	-$134K	0.4%	34
2022 Q2	$2.51M	Buy	11,508 +1	+0%	+$218	0.38%	34
2022 Q1	$2.5M	Sell	11,507 -99	-0.9%	-$20.1K	0.38%	35
2021 Q4	$2.25M	Buy	11,606 +50	+0.4%	+$9.05K	0.31%	34
2021 Q3	$1.96M	Sell	11,556 -424	-4%	-$74.9K	0.27%	39
2021 Q2	$2.09M	Buy	11,980 +2	+0%	+$337	0.27%	39
2021 Q1	$1.93M	Sell	11,978 -699	-6%	-$105K	0.25%	40
2020 Q4	$1.93M	Sell	12,677 -220	-2%	-$32.6K	0.29%	39
2020 Q3	$1.85M	Sell	12,897 -200	-2%	-$28.4K	0.32%	40
2020 Q2	$1.7M	Hold	13,097	–	–	0.31%	38
2020 Q1	$1.74M	Buy	13,097 +98	+0.8%	+$14.5K	0.33%	39
2019 Q4	$1.91M	Sell	12,999 -57	-0.4%	-$8.45K	0.26%	36
2019 Q3	$2.02M	Sell	13,056 -800	-6%	-$121K	0.27%	41
2019 Q2	$1.86M	Sell	13,856 -44	-0.3%	-$5.59K	0.24%	40
2019 Q1	$1.6M	Buy	13,900 +7	+0.1%	+$762	0.22%	39
2018 Q4	$1.49M	Hold	13,893	–	–	0.22%	41
2018 Q3	$1.42M	Hold	13,893	–	–	0.18%	44
2018 Q2	$1.29M	Sell	13,893 -30	-0.2%	-$2.8K	0.17%	46
2018 Q1	$1.38M	Sell	13,923 -165	-1%	-$17K	0.2%	47
2017 Q4	$1.6M	Sell	14,088 -173	-1%	-$19K	0.24%	43
2017 Q3	$1.56M	Buy	14,261 +250	+2%	+$26.6K	0.25%	42
2017 Q2	$1.5M	Sell	14,011 -20	-0.1%	-$2.21K	0.24%	42
2017 Q1	$1.53M	Hold	14,031	–	–	0.26%	41
2016 Q4	$1.45M	Sell	14,031 -145	-1%	-$14.3K	0.26%	42
2016 Q3	$1.36M	Sell	14,176 -160	-1%	-$16.9K	0.24%	44
2016 Q2	$1.63M	Sell	14,336 -100	-0.7%	-$9.36K	0.27%	40
2016 Q1	$1.33M	Hold	14,436	–	–	0.24%	40
2015 Q4	$1.29M	Buy	14,436 +257	+2%	+$23.1K	0.24%	40
2015 Q3	$1.3M	Hold	14,179	–	–	0.24%	42
2015 Q2	$1.26M	Hold	14,179	–	–	0.22%	40
2015 Q1	$1.43M	Hold	14,179	–	–	0.25%	40
2014 Q4	$1.47M	Hold	14,179	–	–	0.28%	38
2014 Q3	$1.35M	Sell	14,179 -150	-1%	-$13.9K	0.28%	38
2014 Q2	$1.4M	Sell	14,329 -157	-1%	-$15.4K	0.29%	39
2014 Q1	$1.51M	Sell	14,486 -100	-0.7%	-$10.2K	0.33%	40
2013 Q4	$1.42M	Sell	14,586 -200	-1%	-$19.2K	0.33%	42
2013 Q3	$1.37M	Hold	14,786	–	–	0.37%	42
2013 Q2	$1.32M	Buy	+14,786	New	+$1.31M	0.4%	42

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

Wallace Capital Management's HSY Position: Q1 2026 in Review

Wallace Capital Management reduced its Hershey (HSY) stake by 14% in Q1 2026, selling an estimated $238K and leaving 7,005 shares worth $1.46M. The position accounts for 0.17% of the portfolio, ranked #34.

Wallace Capital Management first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.7M in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Wallace Capital Management held 7,005 shares of Hershey worth $1.46M as of Q1 2026.
Wallace Capital Management sold 1,130 Hershey shares in Q1 2026, an estimated $238K.
Hershey made up 0.17% of Wallace Capital Management's portfolio in Q1 2026, its #34 holding.
Wallace Capital Management first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
Wallace Capital Management's Hershey position peaked at $2.7M in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.