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Westwood Holdings Group’s Hershey HSY Stock Holding History

Westwood Holdings 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 		$58.4M Buy
280,906
+5,759
+2% +$1.21M 0.43% 83
2025
Q4 		$50.1M Sell
275,147
-80,119
-23% -$14.6M 0.41% 96
2025
Q3 		$66.5M Sell
355,266
-53,841
-13% -$9.78M 0.47% 88
2025
Q2 		$67.9M Sell
409,107
-18,636
-4% -$3.07M 0.49% 87
2025
Q1 		$73.2M Buy
427,743
+572
+0.1% +$93.6K 0.55% 72
2024
Q4 		$72.3M Buy
427,171
+46,654
+12% +$8.37M 0.56% 67
2024
Q3 		$73M Buy
380,517
+2,593
+0.7% +$504K 0.31% 110
2024
Q2 		$69.5M Buy
377,924
+12,162
+3% +$2.35M 0.32% 100
2024
Q1 		$71.1M Buy
365,762
+5,133
+1% +$990K 0.56% 70
2023
Q4 		$67.2M Buy
360,629
+31,791
+10% +$6.02M 0.57% 71
2023
Q3 		$65.8M Buy
+328,838
New +$73.6M 0.61% 61
2018
Q1 		– Sell
-8,114
Closed -$921K – 430
2017
Q4 		$921K Sell
8,114
-210
-3% -$23.1K 0.01% 322
2017
Q3 		$909K Sell
8,324
-1,430
-15% -$152K 0.01% 316
2017
Q2 		$1.05M Sell
9,754
-1,971
-17% -$217K 0.01% 310
2017
Q1 		$1.28M Buy
11,725
+11,495
+4,998% +$1.23M 0.01% 291
2016
Q4 		$24K Buy
230
+75
+48% +$7.41K ﹤0.01% 451
2016
Q3 		$15K Sell
155
-45
-23% -$4.76K ﹤0.01% 458
2016
Q2 		$23K Sell
200
-275
-58% -$25.7K ﹤0.01% 389
2016
Q1 		$44K Buy
+475
New +$42.4K ﹤0.01% 380
2014
Q2 		– Sell
-21,800
Closed -$2.28M – 312
2014
Q1 		$2.28M Buy
21,800
+3,250
+18% +$332K 0.02% 258
2013
Q4 		$1.8M Sell
18,550
-800
-4% -$76.9K 0.01% 260
2013
Q3 		$1.79M Sell
19,350
-400
-2% -$37.3K 0.02% 276
2013
Q2 		$1.76M Buy
+19,750
New +$1.74M 0.02% 276

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

Westwood Holdings Group's HSY Position: Q1 2026 in Review

Westwood Holdings Group increased its Hershey (HSY) stake by 2.1% in Q1 2026, buying an estimated $1.21M and bringing the position to 280,906 shares worth $58.4M. The position accounts for 0.43% of the portfolio, ranked #83.

Westwood Holdings Group first reported a position in HSY in Q2 2013 and has held it in 23 quarters since. The position peaked at $73.2M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Westwood Holdings Group held 280,906 shares of Hershey worth $58.4M as of Q1 2026.
  • Westwood Holdings Group bought 5,759 Hershey shares in Q1 2026, an estimated $1.21M.
  • Hershey made up 0.43% of Westwood Holdings Group's portfolio in Q1 2026, its #83 holding.
  • Westwood Holdings Group first reported a position in Hershey in Q2 2013 and has held it in 23 quarters since.
  • Westwood Holdings Group's Hershey position peaked at $73.2M in Q1 2025.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.