Whitney & Co’s Hershey HSY Stock Holding History

Whitney & Co’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	$5.67M	Sell	27,276 -700	-3%	-$148K	0.47%	56
2025 Q4	$5.09M	Sell	27,976 -4,891	-15%	-$894K	0.41%	57
2025 Q3	$6.15M	Sell	32,867 -1,057	-3%	-$192K	0.56%	53
2025 Q2	$5.63M	Sell	33,924 -205	-0.6%	-$33.8K	0.56%	54
2025 Q1	$5.84M	Buy	34,129 +1,355	+4%	+$222K	0.62%	53
2024 Q4	$5.55M	Sell	32,774 -8,464	-21%	-$1.52M	0.58%	50
2024 Q3	$7.91M	Buy	41,238 +768	+2%	+$149K	0.85%	42
2024 Q2	$7.44M	Buy	40,470 +616	+2%	+$119K	0.85%	39
2024 Q1	$7.75M	Buy	39,854 +10,869	+37%	+$2.1M	0.92%	36
2023 Q4	$5.4M	Buy	+28,985	New	+$5.49M	0.7%	42

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whitney & Co's HSY Position: Q1 2026 in Review

Whitney & Co reduced its Hershey (HSY) stake by 2.5% in Q1 2026, selling an estimated $148K and leaving 27,276 shares worth $5.67M. The position accounts for 0.47% of the portfolio, ranked #56.

Whitney & Co first reported a position in HSY in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.91M in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Whitney & Co held 27,276 shares of Hershey worth $5.67M as of Q1 2026.
Whitney & Co sold 700 Hershey shares in Q1 2026, an estimated $148K.
Hershey made up 0.47% of Whitney & Co's portfolio in Q1 2026, its #56 holding.
Whitney & Co first reported a position in Hershey in Q4 2023 and has held it in 10 quarters since.
Whitney & Co's Hershey position peaked at $7.91M in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Whitney & Co's 13F filing for Q1 2026, filed 5 May 2026.