Wellington Management Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Buy |
78,820
+65,928
| +511% | +$13.9M | ﹤0.01% | 1089 |
|
|
2025
Q4 | $2.35M | Buy |
12,892
+6,931
| +116% | +$1.27M | ﹤0.01% | 1560 |
|
|
2025
Q3 | $1.12M | Buy |
5,961
+801
| +16% | +$146K | ﹤0.01% | 1758 |
|
|
2025
Q2 | $856K | Sell |
5,160
-6,211
| -55% | -$1.02M | ﹤0.01% | 1741 |
|
|
2025
Q1 | $1.94M | Buy |
11,371
+10,100
| +795% | +$1.65M | ﹤0.01% | 1564 |
|
|
2024
Q4 | $215K | Sell |
1,271
-3,722
| -75% | -$667K | ﹤0.01% | 1901 |
|
|
2024
Q3 | $958K | Buy |
4,993
+1,645
| +49% | +$320K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $615K | Sell |
3,348
-8,177
| -71% | -$1.58M | ﹤0.01% | 1757 |
|
|
2024
Q1 | $2.24M | Sell |
11,525
-7,726
| -40% | -$1.49M | ﹤0.01% | 1496 |
|
|
2023
Q4 | $3.59M | Sell |
19,251
-13,827
| -42% | -$2.62M | ﹤0.01% | 1378 |
|
|
2023
Q3 | $6.62M | Sell |
33,078
-1,183,326
| -97% | -$265M | ﹤0.01% | 1208 |
|
|
2023
Q2 | $304M | Sell |
1,216,404
-82,225
| -6% | -$21.6M | 0.06% | 300 |
|
|
2023
Q1 | $330M | Buy |
1,298,629
+49,524
| +4% | +$11.6M | 0.07% | 276 |
|
|
2022
Q4 | $289M | Buy |
1,249,105
+64,767
| +5% | +$14.9M | 0.06% | 308 |
|
|
2022
Q3 | $261M | Buy |
1,184,338
+155,711
| +15% | +$34.9M | 0.06% | 301 |
|
|
2022
Q2 | $221M | Sell |
1,028,627
-66,128
| -6% | -$14.4M | 0.04% | 346 |
|
|
2022
Q1 | $237M | Buy |
1,094,755
+1,055,559
| +2,693% | +$214M | 0.04% | 375 |
|
|
2021
Q4 | $7.58M | Buy |
39,196
+5,131
| +15% | +$929K | ﹤0.01% | 1340 |
|
|
2021
Q3 | $5.77M | Buy |
34,065
+1,687
| +5% | +$298K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $5.64M | Buy |
32,378
+2,649
| +9% | +$446K | ﹤0.01% | 1472 |
|
|
2021
Q1 | $4.7M | Buy |
29,729
+27,462
| +1,211% | +$4.14M | ﹤0.01% | 1441 |
|
|
2020
Q4 | $345K | Sell |
2,267
-586
| -21% | -$86.7K | ﹤0.01% | 1791 |
|
|
2020
Q3 | $409K | Sell |
2,853
-2,186
| -43% | -$310K | ﹤0.01% | 1751 |
|
|
2020
Q2 | $653K | Sell |
5,039
-74,675
| -94% | -$10M | ﹤0.01% | 1589 |
|
|
2020
Q1 | $10.6M | Buy |
79,714
+424
| +0.5% | +$62.5K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $11.7M | Sell |
79,290
-2,333
| -3% | -$346K | ﹤0.01% | 1130 |
|
|
2019
Q3 | $12.7M | Sell |
81,623
-179,430
| -69% | -$27.1M | ﹤0.01% | 1088 |
|
|
2019
Q2 | $35M | Buy |
261,053
+23,099
| +10% | +$2.93M | 0.01% | 863 |
|
|
2019
Q1 | $27.3M | Sell |
237,954
-29,351
| -11% | -$3.2M | 0.01% | 923 |
|
|
2018
Q4 | $28.6M | Buy |
267,305
+6,677
| +3% | +$710K | 0.01% | 889 |
|
|
2018
Q3 | $26.6M | Sell |
260,628
-155,477
| -37% | -$15.4M | 0.01% | 989 |
|
|
2018
Q2 | $38.7M | Sell |
416,105
-26,206
| -6% | -$2.44M | 0.01% | 874 |
|
|
2018
Q1 | $43.8M | Buy |
442,311
+106,365
| +32% | +$11M | 0.01% | 829 |
|
|
2017
Q4 | $38.1M | Buy |
335,946
+191,120
| +132% | +$21M | 0.01% | 858 |
|
|
2017
Q3 | $15.8M | Sell |
144,826
-14,516
| -9% | -$1.55M | ﹤0.01% | 1143 |
|
|
2017
Q2 | $17.1M | Buy |
159,342
+12,711
| +9% | +$1.4M | ﹤0.01% | 1083 |
|
|
2017
Q1 | $16M | Sell |
146,631
-374,300
| -72% | -$40.1M | ﹤0.01% | 1103 |
|
|
2016
Q4 | $53.9M | Sell |
520,931
-130,748
| -20% | -$12.9M | 0.01% | 695 |
|
|
2016
Q3 | $62.3M | Sell |
651,679
-223,776
| -26% | -$23.7M | 0.02% | 630 |
|
|
2016
Q2 | $99.4M | Sell |
875,455
-185,279
| -17% | -$17.3M | 0.03% | 479 |
|
|
2016
Q1 | $97.7M | Buy |
1,060,734
+902,454
| +570% | +$80.5M | 0.03% | 468 |
|
|
2015
Q4 | $14.1M | Sell |
158,280
-530
| -0.3% | -$47.5K | ﹤0.01% | 1069 |
|
|
2015
Q3 | $14.6M | Sell |
158,810
-4,200
| -3% | -$383K | ﹤0.01% | 1059 |
|
|
2015
Q2 | $14.5M | Sell |
163,010
-14,916
| -8% | -$1.41M | ﹤0.01% | 1120 |
|
|
2015
Q1 | $18M | Sell |
177,926
-101,502
| -36% | -$10.6M | ﹤0.01% | 1074 |
|
|
2014
Q4 | $29M | Buy |
279,428
+1,842
| +0.7% | +$179K | 0.01% | 922 |
|
|
2014
Q3 | $26.5M | Buy |
277,586
+246,517
| +793% | +$22.8M | 0.01% | 923 |
|
|
2014
Q2 | $3.02M | Buy |
31,069
+1,174
| +4% | +$115K | ﹤0.01% | 1584 |
|
|
2014
Q1 | $3.12M | Sell |
29,895
-3,472
| -10% | -$355K | ﹤0.01% | 1587 |
|
|
2013
Q4 | $3.25M | Buy |
33,367
+4,998
| +18% | +$480K | ﹤0.01% | 1596 |
|
|
2013
Q3 | $2.63M | Sell |
28,369
-7,666
| -21% | -$715K | ﹤0.01% | 1604 |
|
|
2013
Q2 | $3.22M | Buy |
+36,035
| New | +$3.18M | ﹤0.01% | 1537 |
|
Other funds holding HSY
VCM
VPM
Wellington Management Group's HSY Position: Q1 2026 in Review
Wellington Management Group increased its Hershey (HSY) stake by 511% in Q1 2026, buying an estimated $13.9M and bringing the position to 78,820 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.
Wellington Management Group first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $330M in Q1 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Wellington Management Group held 78,820 shares of Hershey worth $16.4M as of Q1 2026.
- Wellington Management Group bought 65,928 Hershey shares in Q1 2026, an estimated $13.9M.
- Hershey made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1089 holding.
- Wellington Management Group first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's Hershey position peaked at $330M in Q1 2023.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.