Whittier Trust’s Hershey HSY Stock Holding History

Whittier Trust’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	$5.2K	Buy	+25	New	+$5.27K	﹤0.01%	1201
2025 Q4	–	Sell	-18	Closed	-$3.51K	–	1380
2025 Q3	$3.51K	Buy	+18	New	+$3.27K	﹤0.01%	1259
2025 Q2	–	Sell	-256	Closed	-$43.8K	–	1534
2025 Q1	$43.8K	Buy	+256	New	+$41.9K	﹤0.01%	956
2024 Q2	–	Sell	-7	Closed	-$1.36K	–	1552
2024 Q1	$1.36K	Hold	7	–	–	﹤0.01%	1442
2023 Q4	$1.3K	Sell	7 -21	-75%	-$3.98K	﹤0.01%	1428
2023 Q3	$5.6K	Buy	28 +21	+300%	+$4.7K	﹤0.01%	1357
2023 Q2	$1.75K	Hold	7	–	–	﹤0.01%	1458
2023 Q1	$1.78K	Hold	7	–	–	﹤0.01%	1494
2022 Q4	$1.62K	Sell	7 -38	-84%	-$8.76K	﹤0.01%	1502
2022 Q3	$10K	Hold	45	–	–	﹤0.01%	1339
2022 Q2	$10K	Sell	45 -1,500	-97%	-$327K	﹤0.01%	1321
2022 Q1	$335K	Buy	1,545 +45	+3%	+$9.14K	0.01%	569
2021 Q4	$290K	Hold	1,500	–	–	﹤0.01%	597
2021 Q3	$254K	Sell	1,500 -99	-6%	-$17.5K	﹤0.01%	597
2021 Q2	$279K	Sell	1,599 -1	-0.1%	-$168	0.01%	590
2021 Q1	$253K	Hold	1,600	–	–	﹤0.01%	595
2020 Q4	$244K	Hold	1,600	–	–	0.01%	557
2020 Q3	$229K	Hold	1,600	–	–	0.01%	544
2020 Q2	$207K	Sell	1,600 -3	-0.2%	-$403	0.01%	539
2020 Q1	$212K	Hold	1,603	–	–	0.01%	506
2019 Q4	$236K	Buy	1,603 +3	+0.2%	+$445	0.01%	529
2019 Q3	$248K	Hold	1,600	–	–	0.01%	518
2019 Q2	$214K	Hold	1,600	–	–	0.01%	517
2019 Q1	$184K	Sell	1,600 -66	-4%	-$7.19K	0.01%	544
2018 Q4	$179K	Buy	1,666 +66	+4%	+$7.02K	0.01%	526
2018 Q3	$163K	Sell	1,600 -93	-5%	-$9.19K	0.01%	540
2018 Q2	$158K	Hold	1,693	–	–	0.01%	539
2018 Q1	$168K	Hold	1,693	–	–	0.01%	541
2017 Q4	$192K	Hold	1,693	–	–	0.01%	509
2017 Q3	$185K	Sell	1,693 -440	-21%	-$46.9K	0.01%	501
2017 Q2	$229K	Hold	2,133	–	–	0.01%	446
2017 Q1	$233K	Hold	2,133	–	–	0.01%	443
2016 Q4	$221K	Buy	2,133 +93	+5%	+$9.18K	0.01%	452
2016 Q3	$195K	Hold	2,040	–	–	0.01%	458
2016 Q2	$232K	Hold	2,040	–	–	0.01%	434
2016 Q1	$188K	Hold	2,040	–	–	0.01%	459
2015 Q4	$182K	Hold	2,040	–	–	0.01%	478
2015 Q3	$187K	Hold	2,040	–	–	0.01%	464
2015 Q2	$181K	Hold	2,040	–	–	0.01%	496
2015 Q1	$206K	Buy	2,040 +60	+3%	+$6.26K	0.01%	459
2014 Q4	$206K	Hold	1,980	–	–	0.01%	438
2014 Q3	$189K	Hold	1,980	–	–	0.01%	441
2014 Q2	$193K	Hold	1,980	–	–	0.01%	439
2014 Q1	$207K	Hold	1,980	–	–	0.01%	436
2013 Q4	$193K	Hold	1,980	–	–	0.01%	437
2013 Q3	$183K	Hold	1,980	–	–	0.01%	448
2013 Q2	$177K	Buy	+1,980	New	+$175K	0.01%	444

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

Whittier Trust's HSY Position: Q1 2026 in Review

Whittier Trust opened a new position in Hershey (HSY) in Q1 2026: 25 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Whittier Trust previously reported a position in HSY as recently as Q3 2025.

Whittier Trust first reported a position in HSY in Q2 2013 and has held it in 47 quarters since. The position peaked at $335K in Q1 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Whittier Trust held 25 shares of Hershey worth $5.2K as of Q1 2026.
Hershey was a new Whittier Trust position in Q1 2026.
Hershey made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1201 holding.
Whittier Trust first reported a position in Hershey in Q2 2013 and has held it in 47 quarters since.
Whittier Trust's Hershey position peaked at $335K in Q1 2022.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.