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Waverly Advisors’s Hershey HSY Stock Holding History

Waverly 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 		$1.48M Buy
7,108
+559
+9% +$118K 0.01% 713
2025
Q4 		$1.19M Buy
6,549
+3,239
+98% +$592K 0.01% 712
2025
Q3 		$619K Sell
3,310
-24
-0.7% -$4.36K 0.01% 779
2025
Q2 		$553K Buy
3,334
+120
+4% +$19.8K 0.01% 768
2025
Q1 		$550K Buy
3,214
+579
+22% +$94.8K 0.01% 747
2024
Q4 		$446K Buy
2,635
+864
+49% +$155K 0.01% 711
2024
Q3 		$340K Buy
1,771
+97
+6% +$18.9K 0.01% 657
2024
Q2 		$308K Buy
1,674
+76
+5% +$14.7K 0.01% 662
2024
Q1 		$311K Buy
+1,598
New +$308K 0.01% 558
2023
Q2 		– Sell
-819
Closed -$208K – 366
2023
Q1 		$208K Buy
+819
New +$192K 0.01% 273
2018
Q4 		– Sell
-10,326
Closed -$1.05M – 160
2018
Q3 		$1.05M Hold
10,326
– – 0.16% 80
2018
Q2 		$961K Sell
10,326
-686
-6% -$64K 0.15% 79
2018
Q1 		$1.09M Sell
11,012
-925
-8% -$95.6K 0.18% 73
2017
Q4 		$1.35M Buy
11,937
+275
+2% +$30.3K 0.19% 75
2017
Q3 		$1.27M Hold
11,662
– – 0.28% 67
2017
Q2 		$1.25M Buy
11,662
+255
+2% +$28.1K 0.31% 60
2017
Q1 		$1.25M Buy
+11,407
New +$1.22M 0.33% 58
2014
Q3 		– Sell
-63
Closed -$6K – 776
2014
Q2 		$6K Sell
63
-523
-89% -$51.3K ﹤0.01% 550
2014
Q1 		$61K Buy
586
+2
+0.3% +$205 0.03% 200
2013
Q4 		$57K Buy
584
+291
+99% +$28K 0.02% 312
2013
Q3 		$27K Buy
+293
New +$27.3K 0.01% 323

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

Waverly Advisors's HSY Position: Q1 2026 in Review

Waverly Advisors increased its Hershey (HSY) stake by 8.5% in Q1 2026, buying an estimated $118K and bringing the position to 7,108 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #713.

Waverly Advisors first reported a position in HSY in Q3 2013 and has held it in 21 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Waverly Advisors held 7,108 shares of Hershey worth $1.48M as of Q1 2026.
  • Waverly Advisors bought 559 Hershey shares in Q1 2026, an estimated $118K.
  • Hershey made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #713 holding.
  • Waverly Advisors first reported a position in Hershey in Q3 2013 and has held it in 21 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.