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Waterloo Capital’s Hershey HSY Stock Holding History

Waterloo Capital’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 		$304K Buy
1,462
+13
+0.9% +$2.74K 0.02% 397
2025
Q4 		$264K Buy
1,449
+17
+1% +$3.11K 0.02% 396
2025
Q3 		$268K Buy
1,432
+22
+2% +$4K 0.02% 378
2025
Q2 		$234K Buy
1,410
+135
+11% +$22.3K 0.02% 412
2025
Q1 		$218K Buy
1,275
+7
+0.6% +$1.15K 0.02% 365
2024
Q4 		$215K Buy
1,268
+28
+2% +$5.02K 0.02% 341
2024
Q3 		$238K Buy
1,240
+9
+0.7% +$1.75K 0.03% 321
2024
Q2 		$226K Sell
1,231
-10
-0.8% -$1.94K 0.03% 317
2024
Q1 		$241K Buy
1,241
+22
+2% +$4.24K 0.03% 317
2023
Q4 		$227K Buy
1,219
+12
+1% +$2.27K 0.04% 343
2023
Q3 		$241K Sell
1,207
-1
-0.1% -$224 0.07% 167
2023
Q2 		$302K Sell
1,208
-1,146
-49% -$301K 0.09% 132
2023
Q1 		$599K Buy
+2,354
New +$553K 0.19% 78
2020
Q1 		$258K Buy
+1,948
New +$287K 0.18% 122

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

Waterloo Capital's HSY Position: Q1 2026 in Review

Waterloo Capital increased its Hershey (HSY) stake by 0.9% in Q1 2026, buying an estimated $2.74K and bringing the position to 1,462 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #397.

Waterloo Capital first reported a position in HSY in Q1 2020 and has held it in 14 quarters since. The position peaked at $599K in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Waterloo Capital held 1,462 shares of Hershey worth $304K as of Q1 2026.
  • Waterloo Capital bought 13 Hershey shares in Q1 2026, an estimated $2.74K.
  • Hershey made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #397 holding.
  • Waterloo Capital first reported a position in Hershey in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's Hershey position peaked at $599K in Q1 2023.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.