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WestEnd Advisors’s Hershey HSY Stock Holding History

WestEnd Advisors’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 		$1.25K Hold
6
– – ﹤0.01% 208
2025
Q4 		$1.09K Hold
6
– – ﹤0.01% 226
2025
Q3 		$1.12K Hold
6
– – ﹤0.01% 216
2025
Q2 		$996 Hold
6
– – ﹤0.01% 211
2025
Q1 		$1.03K Buy
6
+4
+200% +$655 ﹤0.01% 208
2024
Q4 		$339 Hold
2
– – ﹤0.01% 211
2024
Q3 		$384 Buy
2
+1
+100% +$194 ﹤0.01% 209
2024
Q2 		$184 Hold
1
– – ﹤0.01% 273
2024
Q1 		$195 Sell
1
-1
-50% -$193 ﹤0.01% 249
2023
Q4 		$373 Hold
2
– – ﹤0.01% 179
2023
Q3 		$400 Buy
+2
New +$448 ﹤0.01% 174
2023
Q1 		– Sell
-2
Closed -$470 – 151
2022
Q4 		$463 Buy
2
+1
+100% +$231 ﹤0.01% 152
2022
Q3 		$0 Buy
+1
New +$224 ﹤0.01% 232

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

WestEnd Advisors's HSY Position: Q1 2026 in Review

WestEnd Advisors held its Hershey (HSY) position steady in Q1 2026 at 6 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

WestEnd Advisors first reported a position in HSY in Q3 2022 and has held it in 13 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • WestEnd Advisors held 6 shares of Hershey worth $1.25K as of Q1 2026.
  • WestEnd Advisors left its Hershey share count unchanged in Q1 2026.
  • Hershey made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #208 holding.
  • WestEnd Advisors first reported a position in Hershey in Q3 2022 and has held it in 13 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.