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WBI Investments’s Hershey HSY Stock Holding History

WBI Investments’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 		$845K Buy
4,065
+105
+3% +$22.1K 0.23% 128
2025
Q4 		$721K Buy
+3,960
New +$724K 0.19% 155
2025
Q2 		– Sell
-15,637
Closed -$2.67M – 295
2025
Q1 		$2.67M Buy
+15,637
New +$2.56M 0.7% 34
2023
Q3 		– Sell
-6,662
Closed -$1.66M – 204
2023
Q2 		$1.66M Sell
6,662
-7,631
-53% -$2M 0.3% 99
2023
Q1 		$3.64M Buy
+14,293
New +$3.36M 0.73% 29
2022
Q1 		– Sell
-14,202
Closed -$2.71M – 204
2021
Q4 		$2.71M Buy
14,202
+11,845
+503% +$2.14M 0.43% 61
2021
Q3 		$370K Sell
2,357
-131
-5% -$23.1K 0.06% 146
2021
Q2 		$433K Buy
+2,488
New +$419K 0.07% 130
2021
Q1 		– Sell
-10,166
Closed -$1.55M – 205
2020
Q4 		$1.55M Buy
+10,166
New +$1.5M 0.23% 84
2020
Q1 		– Sell
-29,817
Closed -$4.38M – 146
2019
Q4 		$4.38M Buy
+29,817
New +$4.42M 0.47% 48
2019
Q2 		– Sell
-69,241
Closed -$7.95M – 245
2019
Q1 		$7.95M Sell
69,241
-1,694
-2% -$184K 0.61% 38
2018
Q4 		$7.6M Buy
+70,935
New +$7.54M 0.86% 22
2018
Q1 		– Sell
-141,452
Closed -$16.1M – 242
2017
Q4 		$16.1M Buy
141,452
+23,612
+20% +$2.6M 0.74% 36
2017
Q3 		$12.9M Buy
+117,840
New +$12.6M 0.57% 44
2015
Q4 		– Sell
-65,842
Closed -$6.05M – 228
2015
Q3 		$6.05M Buy
65,842
+3,256
+5% +$297K 0.21% 70
2015
Q2 		$5.56M Buy
+62,586
New +$5.9M 0.14% 121
2015
Q1 		– Sell
-435,199
Closed -$45.2M – 246
2014
Q4 		$45.2M Buy
435,199
+52,195
+14% +$5.08M 1.23% 27
2014
Q3 		$36.5M Buy
+383,004
New +$35.5M 1.08% 34

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

WBI Investments's HSY Position: Q1 2026 in Review

WBI Investments increased its Hershey (HSY) stake by 2.7% in Q1 2026, buying an estimated $22.1K and bringing the position to 4,065 shares worth $845K. The position accounts for 0.23% of the portfolio, ranked #128.

WBI Investments first reported a position in HSY in Q3 2014 and has held it in 18 quarters since. The position peaked at $45.2M in Q4 2014. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • WBI Investments held 4,065 shares of Hershey worth $845K as of Q1 2026.
  • WBI Investments bought 105 Hershey shares in Q1 2026, an estimated $22.1K.
  • Hershey made up 0.23% of WBI Investments's portfolio in Q1 2026, its #128 holding.
  • WBI Investments first reported a position in Hershey in Q3 2014 and has held it in 18 quarters since.
  • WBI Investments's Hershey position peaked at $45.2M in Q4 2014.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.