Williams Jones Wealth Management’s Hershey HSY Stock Holding History

Williams Jones Wealth 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	$1.5M	Buy	7,206 +4	+0.1%	+$844	0.02%	215
2025 Q4	$1.31M	Hold	7,202	–	–	0.01%	236
2025 Q3	$1.35M	Sell	7,202 -25	-0.3%	-$4.54K	0.02%	224
2025 Q2	$1.2M	Buy	7,227 +25	+0.3%	+$4.12K	0.01%	235
2025 Q1	$1.23M	Hold	7,202	–	–	0.02%	222
2024 Q4	$1.22M	Sell	7,202 -48	-0.7%	-$8.61K	0.01%	232
2024 Q3	$1.39M	Buy	7,250 +40	+0.6%	+$7.78K	0.02%	228
2024 Q2	$1.33M	Hold	7,210	–	–	0.02%	233
2024 Q1	$1.4M	Buy	7,210 +30	+0.4%	+$5.79K	0.02%	230
2023 Q4	$1.34M	Hold	7,180	–	–	0.02%	227
2023 Q3	$1.44M	Hold	7,180	–	–	0.02%	223
2023 Q2	$1.79M	Hold	7,180	–	–	0.03%	206
2023 Q1	$1.83M	Sell	7,180 -6	-0.1%	-$1.41K	0.03%	212
2022 Q4	$1.66M	Buy	7,186 +6	+0.1%	+$1.38K	0.03%	216
2022 Q3	$1.58M	Hold	7,180	–	–	0.03%	221
2022 Q2	$1.54M	Buy	+7,180	New	+$1.56M	0.03%	226
2020 Q1	–	Sell	-1,964	Closed	-$289K	–	408
2019 Q4	$289K	Hold	1,964	–	–	0.01%	363
2019 Q3	$304K	Buy	+1,964	New	+$297K	0.01%	332

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

Williams Jones Wealth Management's HSY Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Hershey (HSY) stake by 0.06% in Q1 2026, buying an estimated $844 and bringing the position to 7,206 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #215.

Williams Jones Wealth Management first reported a position in HSY in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.83M in Q1 2023. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Williams Jones Wealth Management held 7,206 shares of Hershey worth $1.5M as of Q1 2026.
Williams Jones Wealth Management bought 4 Hershey shares in Q1 2026, an estimated $844.
Hershey made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #215 holding.
Williams Jones Wealth Management first reported a position in Hershey in Q3 2019 and has held it in 18 quarters since.
Williams Jones Wealth Management's Hershey position peaked at $1.83M in Q1 2023.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.