Wescott Financial Advisory Group’s Hershey HSY Stock Holding History

Wescott Financial Advisory Group’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	$1.69M	Buy	8,117 +336	+4%	+$70.9K	0.15%	73
2025 Q4	$1.42M	Sell	7,781 -851	-10%	-$156K	0.12%	79
2025 Q3	$1.61M	Sell	8,632 -810	-9%	-$147K	0.14%	69
2025 Q2	$1.57M	Sell	9,442 -609	-6%	-$100K	0.15%	67
2025 Q1	$1.72M	Buy	10,051 +58	+0.6%	+$9.5K	0.18%	60
2024 Q4	$1.69M	Sell	9,993 -8	-0.1%	-$1.44K	0.18%	62
2024 Q3	$1.92M	Sell	10,001 -19	-0.2%	-$3.69K	0.21%	57
2024 Q2	$1.84M	Buy	10,020 +1,848	+23%	+$358K	0.21%	56
2024 Q1	$1.59M	Buy	8,172 +127	+2%	+$24.5K	0.2%	59
2023 Q4	$1.5M	Sell	8,045 -825	-9%	-$156K	0.21%	56
2023 Q3	$1.77M	Hold	8,870	–	–	0.32%	50
2023 Q2	$2.21M	Buy	8,870 +5,127	+137%	+$1.34M	0.39%	45
2023 Q1	$952K	Sell	3,743 -9	-0.2%	-$2.11K	0.21%	67
2022 Q4	$869K	Hold	3,752	–	–	0.19%	70
2022 Q3	$827K	Buy	3,752 +100	+3%	+$22.4K	0.23%	58
2022 Q2	$786K	Buy	3,652 +9	+0.2%	+$1.96K	0.21%	62
2022 Q1	$789K	Hold	3,643	–	–	0.2%	63
2021 Q4	$705K	Hold	3,643	–	–	0.36%	33
2021 Q3	$617K	Hold	3,643	–	–	0.35%	34
2021 Q2	$643K	Sell	3,643 -111	-3%	-$18.7K	0.38%	30
2021 Q1	$594K	Hold	3,754	–	–	0.39%	29
2020 Q4	$572K	Buy	+3,754	New	+$555K	0.4%	26

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

Wescott Financial Advisory Group's HSY Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Hershey (HSY) stake by 4.3% in Q1 2026, buying an estimated $70.9K and bringing the position to 8,117 shares worth $1.69M. The position accounts for 0.15% of the portfolio, ranked #73.

Wescott Financial Advisory Group first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q2 2023. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Wescott Financial Advisory Group held 8,117 shares of Hershey worth $1.69M as of Q1 2026.
Wescott Financial Advisory Group bought 336 Hershey shares in Q1 2026, an estimated $70.9K.
Hershey made up 0.15% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #73 holding.
Wescott Financial Advisory Group first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
Wescott Financial Advisory Group's Hershey position peaked at $2.21M in Q2 2023.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.