Welch & Forbes’s Hershey HSY Stock Holding History

Welch & Forbes’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	$728K	Hold	3,500	–	–	0.01%	246
2025 Q4	$637K	Sell	3,500 -30	-0.8%	-$5.48K	0.01%	257
2025 Q3	$660K	Buy	3,530 +30	+0.9%	+$5.45K	0.01%	257
2025 Q2	$581K	Sell	3,500 -598	-15%	-$98.6K	0.01%	267
2025 Q1	$701K	Sell	4,098 -600	-13%	-$98.2K	0.01%	249
2024 Q4	$796K	Sell	4,698 -26	-0.6%	-$4.66K	0.01%	242
2024 Q3	$906K	Hold	4,724	–	–	0.01%	236
2024 Q2	$864K	Hold	4,724	–	–	0.01%	235
2024 Q1	$919K	Buy	4,724 +22	+0.5%	+$4.24K	0.01%	232
2023 Q4	$877K	Hold	4,702	–	–	0.01%	234
2023 Q3	$941K	Sell	4,702 -160	-3%	-$35.8K	0.02%	229
2023 Q2	$1.21M	Buy	4,862 +26	+0.5%	+$6.82K	0.02%	211
2023 Q1	$1.23M	Hold	4,836	–	–	0.02%	208
2022 Q4	$1.12M	Hold	4,836	–	–	0.02%	218
2022 Q3	$1.07M	Hold	4,836	–	–	0.02%	213
2022 Q2	$1.04M	Buy	4,836 +736	+18%	+$160K	0.02%	222
2022 Q1	$888K	Sell	4,100 -14	-0.3%	-$2.84K	0.01%	241
2021 Q4	$796K	Hold	4,114	–	–	0.01%	251
2021 Q3	$696K	Hold	4,114	–	–	0.01%	256
2021 Q2	$716K	Hold	4,114	–	–	0.01%	257
2021 Q1	$650K	Hold	4,114	–	–	0.01%	252
2020 Q4	$627K	Hold	4,114	–	–	0.01%	251
2020 Q3	$590K	Buy	4,114 +14	+0.3%	+$1.99K	0.01%	234
2020 Q2	$531K	Hold	4,100	–	–	0.01%	242
2020 Q1	$543K	Hold	4,100	–	–	0.02%	229
2019 Q4	$603K	Hold	4,100	–	–	0.01%	246
2019 Q3	$635K	Hold	4,100	–	–	0.02%	244
2019 Q2	$550K	Hold	4,100	–	–	0.01%	248
2019 Q1	$471K	Hold	4,100	–	–	0.01%	262
2018 Q4	$439K	Hold	4,100	–	–	0.01%	257
2018 Q3	$418K	Hold	4,100	–	–	0.01%	275
2018 Q2	$382K	Hold	4,100	–	–	0.01%	277
2018 Q1	$406K	Sell	4,100 -150	-4%	-$15.5K	0.01%	272
2017 Q4	$482K	Buy	4,250 +150	+4%	+$16.5K	0.01%	248
2017 Q3	$448K	Hold	4,100	–	–	0.01%	253
2017 Q2	$440K	Sell	4,100 -6	-0.1%	-$662	0.01%	255
2017 Q1	$449K	Buy	4,106 +6	+0.1%	+$643	0.01%	251
2016 Q4	$424K	Hold	4,100	–	–	0.01%	260
2016 Q3	$392K	Hold	4,100	–	–	0.01%	233
2016 Q2	$465K	Hold	4,100	–	–	0.01%	249
2016 Q1	$378K	Buy	+4,100	New	+$366K	0.01%	262

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

Welch & Forbes's HSY Position: Q1 2026 in Review

Welch & Forbes held its Hershey (HSY) position steady in Q1 2026 at 3,500 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #246.

Welch & Forbes first reported a position in HSY in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.23M in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Welch & Forbes held 3,500 shares of Hershey worth $728K as of Q1 2026.
Welch & Forbes left its Hershey share count unchanged in Q1 2026.
Hershey made up 0.01% of Welch & Forbes's portfolio in Q1 2026, its #246 holding.
Welch & Forbes first reported a position in Hershey in Q1 2016 and has held it in 41 quarters since.
Welch & Forbes's Hershey position peaked at $1.23M in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.