WFI
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West Family Investments’s Hershey HSY Stock Holding History

West Family 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 		$389K Sell
1,871
-496
-21% -$105K 0.14% 140
2025
Q4 		$431K Sell
2,367
-490
-17% -$89.6K 0.1% 199
2025
Q3 		$534K Hold
2,857
– – 0.12% 164
2025
Q2 		$474K Sell
2,857
-277
-9% -$45.7K 0.12% 171
2025
Q1 		$536K Sell
3,134
-133
-4% -$21.8K 0.2% 100
2024
Q4 		$553K Sell
3,267
-6
-0.2% -$1.08K 0.19% 108
2024
Q3 		$628K Buy
3,273
+7
+0.2% +$1.36K 0.21% 95
2024
Q2 		$600K Sell
3,266
-287
-8% -$55.5K 0.18% 95
2024
Q1 		$691K Buy
3,553
+130
+4% +$25.1K 0.21% 83
2023
Q4 		$638K Sell
3,423
-284
-8% -$53.8K 0.22% 82
2023
Q3 		$742K Buy
3,707
+79
+2% +$17.7K 0.26% 78
2023
Q2 		$906K Buy
+3,628
New +$952K 0.35% 64
2023
Q1 		– Sell
-3,700
Closed -$857K – 243
2022
Q4 		$857K Buy
3,700
+73
+2% +$16.8K 0.29% 69
2022
Q3 		$800K Buy
3,627
+37
+1% +$8.29K 0.33% 65
2022
Q2 		$772K Buy
3,590
+48
+1% +$10.5K 0.3% 65
2022
Q1 		$767K Buy
3,542
+22
+0.6% +$4.47K 0.22% 74
2021
Q4 		$681K Sell
3,520
-253
-7% -$45.8K 0.19% 97
2021
Q3 		$639K Buy
3,773
+327
+9% +$57.8K 0.17% 113
2021
Q2 		$600K Buy
+3,446
New +$580K 0.16% 109

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

West Family Investments's HSY Position: Q1 2026 in Review

West Family Investments reduced its Hershey (HSY) stake by 21% in Q1 2026, selling an estimated $105K and leaving 1,871 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #140.

West Family Investments first reported a position in HSY in Q2 2021 and has held it in 19 quarters since. The position peaked at $906K in Q2 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • West Family Investments held 1,871 shares of Hershey worth $389K as of Q1 2026.
  • West Family Investments sold 496 Hershey shares in Q1 2026, an estimated $105K.
  • Hershey made up 0.14% of West Family Investments's portfolio in Q1 2026, its #140 holding.
  • West Family Investments first reported a position in Hershey in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Hershey position peaked at $906K in Q2 2023.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.