Winnow Wealth’s Hershey HSY Stock Holding History

Winnow Wealth’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	–	Sell	-405	Closed	-$73.7K	–	324
2025 Q4	$73.7K	Sell	405 -5,288	-93%	-$967K	0.05%	137
2025 Q3	$1.07M	Buy	+5,693	New	+$1.03M	0.84%	34
2025 Q2	–	Sell	-5,775	Closed	-$988K	–	400
2025 Q1	$988K	Buy	5,775 +381	+7%	+$62.4K	0.91%	29
2024 Q4	$876K	Buy	+5,394	New	+$967K	0.87%	31

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

Winnow Wealth's HSY Position: Q1 2026 in Review

Winnow Wealth sold out of Hershey (HSY) in Q1 2026, closing a stake of 405 shares — an estimated $73.7K sold.

Winnow Wealth first reported a position in HSY in Q4 2024 and held it in 4 quarters. The position peaked at $1.07M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Winnow Wealth reported no remaining Hershey position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 405 Hershey shares in Q1 2026, an estimated $73.7K.
Winnow Wealth first reported a position in Hershey in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Hershey position peaked at $1.07M in Q3 2025.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.