Westfield Capital Management
HSY icon

Westfield Capital Management’s Hershey HSY Stock Holding History

Westfield Capital Management’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 		$6.06M Buy
29,158
+158
+0.5% +$33.3K 0.03% 197
2025
Q4 		$5.28M Sell
29,000
-288
-1% -$52.7K 0.02% 209
2025
Q3 		$5.48M Buy
+29,288
New +$5.32M 0.02% 205
2024
Q4 		– Sell
-41,366
Closed -$7.93M – 255
2024
Q3 		$7.93M Buy
41,366
+709
+2% +$138K 0.04% 204
2024
Q2 		$7.47M Buy
40,657
+2,442
+6% +$472K 0.04% 207
2024
Q1 		$7.43M Buy
38,215
+7,482
+24% +$1.44M 0.04% 204
2023
Q4 		$5.73M Buy
30,733
+104
+0.3% +$19.7K 0.03% 205
2023
Q3 		$6.13M Buy
30,629
+5,686
+23% +$1.27M 0.04% 192
2023
Q2 		$6.23M Buy
24,943
+1,575
+7% +$413K 0.04% 188
2023
Q1 		$5.95M Buy
23,368
+4,315
+23% +$1.01M 0.04% 188
2022
Q4 		$4.41M Buy
19,053
+1,774
+10% +$409K 0.03% 192
2022
Q3 		$3.81M Buy
+17,279
New +$3.87M 0.03% 203
2015
Q2 		– Sell
-1,188,034
Closed -$120M – 297
2015
Q1 		$120M Sell
1,188,034
-29,114
-2% -$3.04M 0.69% 43
2014
Q4 		$126M Sell
1,217,148
-1,536
-0.1% -$150K 0.74% 35
2014
Q3 		$116M Sell
1,218,684
-353,552
-22% -$32.7M 0.71% 39
2014
Q2 		$153M Sell
1,572,236
-43,599
-3% -$4.28M 0.91% 30
2014
Q1 		$169M Sell
1,615,835
-49,642
-3% -$5.08M 1.01% 19
2013
Q4 		$162M Sell
1,665,477
-16,680
-1% -$1.6M 0.95% 24
2013
Q3 		$156M Sell
1,682,157
-41,091
-2% -$3.83M 0.99% 20
2013
Q2 		$154M Buy
+1,723,248
New +$152M 1.06% 17

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

Westfield Capital Management's HSY Position: Q1 2026 in Review

Westfield Capital Management increased its Hershey (HSY) stake by 0.54% in Q1 2026, buying an estimated $33.3K and bringing the position to 29,158 shares worth $6.06M. The position accounts for 0.03% of the portfolio, ranked #197.

Westfield Capital Management first reported a position in HSY in Q2 2013 and has held it in 20 quarters since. The position peaked at $169M in Q1 2014. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Westfield Capital Management held 29,158 shares of Hershey worth $6.06M as of Q1 2026.
  • Westfield Capital Management bought 158 Hershey shares in Q1 2026, an estimated $33.3K.
  • Hershey made up 0.03% of Westfield Capital Management's portfolio in Q1 2026, its #197 holding.
  • Westfield Capital Management first reported a position in Hershey in Q2 2013 and has held it in 20 quarters since.
  • Westfield Capital Management's Hershey position peaked at $169M in Q1 2014.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.