Zacks Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.6M | Buy |
200,228
+43,132
| +27% | +$9.1M | 0.33% | 80 |
|
|
2025
Q4 | $28.6M | Buy |
157,096
+1,941
| +1% | +$355K | 0.22% | 112 |
|
|
2025
Q3 | $29M | Buy |
155,155
+4,865
| +3% | +$884K | 0.23% | 107 |
|
|
2025
Q2 | $24.9M | Buy |
150,290
+174
| +0.1% | +$28.7K | 0.21% | 118 |
|
|
2025
Q1 | $25.7M | Buy |
150,116
+1,092
| +0.7% | +$179K | 0.24% | 106 |
|
|
2024
Q4 | $25.2M | Sell |
149,024
-25,146
| -14% | -$4.51M | 0.23% | 108 |
|
|
2024
Q3 | $33.4M | Buy |
174,170
+19,309
| +12% | +$3.75M | 0.29% | 90 |
|
|
2024
Q2 | $28.5M | Buy |
154,861
+12,179
| +9% | +$2.36M | 0.32% | 76 |
|
|
2024
Q1 | $27.8M | Buy |
142,682
+12,534
| +10% | +$2.42M | 0.3% | 92 |
|
|
2023
Q4 | $24.3M | Sell |
130,148
-820
| -0.6% | -$155K | 0.3% | 92 |
|
|
2023
Q3 | $26.2M | Buy |
130,968
+154
| +0.1% | +$34.5K | 0.34% | 77 |
|
|
2023
Q2 | $32.7M | Sell |
130,814
-14,350
| -10% | -$3.76M | 0.41% | 69 |
|
|
2023
Q1 | $36.9M | Sell |
145,164
-22,507
| -13% | -$5.29M | 0.5% | 62 |
|
|
2022
Q4 | $38.8M | Sell |
167,671
-30,025
| -15% | -$6.92M | 0.54% | 56 |
|
|
2022
Q3 | $43.6M | Buy |
197,696
+3,343
| +2% | +$749K | 0.7% | 42 |
|
|
2022
Q2 | $41.8M | Buy |
194,353
+8,507
| +5% | +$1.85M | 0.64% | 54 |
|
|
2022
Q1 | $40.3M | Buy |
185,846
+78,544
| +73% | +$16M | 0.56% | 58 |
|
|
2021
Q4 | $20.8M | Buy |
107,302
+3,461
| +3% | +$627K | 0.29% | 93 |
|
|
2021
Q3 | $17.6M | Buy |
103,841
+2,231
| +2% | +$394K | 0.28% | 93 |
|
|
2021
Q2 | $17.7M | Buy |
101,610
+5,519
| +6% | +$929K | 0.29% | 94 |
|
|
2021
Q1 | $15.2M | Sell |
96,091
-2,987
| -3% | -$450K | 0.27% | 98 |
|
|
2020
Q4 | $15.1M | Buy |
99,078
+336
| +0.3% | +$49.7K | 0.28% | 99 |
|
|
2020
Q3 | $14.2M | Buy |
98,742
+3,982
| +4% | +$565K | 0.29% | 94 |
|
|
2020
Q2 | $12.3M | Sell |
94,760
-19,444
| -17% | -$2.61M | 0.27% | 90 |
|
|
2020
Q1 | $15.1M | Sell |
114,204
-1,391
| -1% | -$205K | 0.37% | 77 |
|
|
2019
Q4 | $17M | Sell |
115,595
-1,520
| -1% | -$225K | 0.32% | 77 |
|
|
2019
Q3 | $18.2M | Buy |
117,115
+741
| +0.6% | +$112K | 0.36% | 73 |
|
|
2019
Q2 | $15.6M | Sell |
116,374
-200
| -0.2% | -$25.4K | 0.32% | 75 |
|
|
2019
Q1 | $13.4M | Sell |
116,574
-28
| -0% | -$3.05K | 0.29% | 80 |
|
|
2018
Q4 | $12.5M | Sell |
116,602
-1,973
| -2% | -$210K | 0.3% | 80 |
|
|
2018
Q3 | $12.1M | Buy |
118,575
+637
| +0.5% | +$63K | 0.25% | 92 |
|
|
2018
Q2 | $11M | Sell |
117,938
-127
| -0.1% | -$11.8K | 0.24% | 95 |
|
|
2018
Q1 | $11.7M | Buy |
118,065
+427
| +0.4% | +$44.1K | 0.26% | 91 |
|
|
2017
Q4 | $13.4M | Sell |
117,638
-11
| -0% | -$1.21K | 0.29% | 85 |
|
|
2017
Q3 | $12.8M | Sell |
117,649
-2,071
| -2% | -$221K | 0.3% | 84 |
|
|
2017
Q2 | $12.9M | Sell |
119,720
-3,210
| -3% | -$354K | 0.32% | 84 |
|
|
2017
Q1 | $13.4M | Buy |
122,930
+23,209
| +23% | +$2.49M | 0.34% | 80 |
|
|
2016
Q4 | $10.3M | Sell |
99,721
-16,244
| -14% | -$1.6M | 0.3% | 88 |
|
|
2016
Q3 | $11.1M | Buy |
115,965
+1,742
| +2% | +$184K | 0.31% | 84 |
|
|
2016
Q2 | $13M | Sell |
114,223
-1,233
| -1% | -$115K | 0.4% | 75 |
|
|
2016
Q1 | $10.6M | Buy |
115,456
+2,868
| +3% | +$256K | 0.34% | 84 |
|
|
2015
Q4 | $10.1M | Buy |
112,588
+1,314
| +1% | +$118K | 0.33% | 89 |
|
|
2015
Q3 | $10.2M | Buy |
111,274
+12,872
| +13% | +$1.17M | 0.36% | 88 |
|
|
2015
Q2 | $8.74M | Buy |
98,402
+67
| +0.1% | +$6.32K | 0.28% | 104 |
|
|
2015
Q1 | $9.92M | Sell |
98,335
-5,166
| -5% | -$539K | 0.31% | 98 |
|
|
2014
Q4 | $10.8M | Sell |
103,501
-1,368
| -1% | -$133K | 0.35% | 94 |
|
|
2014
Q3 | $10M | Sell |
104,869
-10,209
| -9% | -$945K | 0.35% | 90 |
|
|
2014
Q2 | $11.2M | Sell |
115,078
-4,848
| -4% | -$475K | 0.4% | 85 |
|
|
2014
Q1 | $12.5M | Sell |
119,926
-3,348
| -3% | -$342K | 0.46% | 77 |
|
|
2013
Q4 | $12M | Sell |
123,274
-10,744
| -8% | -$1.03M | 0.47% | 79 |
|
|
2013
Q3 | $12.4M | Sell |
134,018
-12,556
| -9% | -$1.17M | 0.54% | 62 |
|
|
2013
Q2 | $13.1M | Buy |
+146,574
| New | +$12.9M | 0.6% | 45 |
|
Other funds holding HSY
VCM
VPM
Zacks Investment Management's HSY Position: Q1 2026 in Review
Zacks Investment Management increased its Hershey (HSY) stake by 27% in Q1 2026, buying an estimated $9.1M and bringing the position to 200,228 shares worth $41.6M. The position accounts for 0.33% of the portfolio, ranked #80.
Zacks Investment Management first reported a position in HSY in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.6M in Q3 2022. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.
- Zacks Investment Management held 200,228 shares of Hershey worth $41.6M as of Q1 2026.
- Zacks Investment Management bought 43,132 Hershey shares in Q1 2026, an estimated $9.1M.
- Hershey made up 0.33% of Zacks Investment Management's portfolio in Q1 2026, its #80 holding.
- Zacks Investment Management first reported a position in Hershey in Q2 2013 and has held it in 52 quarters since.
- Zacks Investment Management's Hershey position peaked at $43.6M in Q3 2022.
- 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.