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Westerkirk Capital’s Hershey HSY Stock Holding History

Westerkirk Capital’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 		$312K Sell
1,500
-200
-12% -$42.2K 0.03% 169
2025
Q4 		$309K Hold
1,700
– – 0.03% 178
2025
Q3 		$318K Sell
1,700
-400
-19% -$72.7K 0.04% 212
2025
Q2 		$348K Buy
+2,100
New +$346K 0.04% 202

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

Westerkirk Capital's HSY Position: Q1 2026 in Review

Westerkirk Capital reduced its Hershey (HSY) stake by 12% in Q1 2026, selling an estimated $42.2K and leaving 1,500 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #169.

Westerkirk Capital first reported a position in HSY in Q2 2025 and has held it in 4 quarters since. The position peaked at $348K in Q2 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Westerkirk Capital held 1,500 shares of Hershey worth $312K as of Q1 2026.
  • Westerkirk Capital sold 200 Hershey shares in Q1 2026, an estimated $42.2K.
  • Hershey made up 0.03% of Westerkirk Capital's portfolio in Q1 2026, its #169 holding.
  • Westerkirk Capital first reported a position in Hershey in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Hershey position peaked at $348K in Q2 2025.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.