ZF
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Zhang Financial’s Hershey HSY Stock Holding History

Zhang Financial’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 		$521K Hold
2,507
– – 0.02% 242
2025
Q4 		$456K Hold
2,507
– – 0.02% 228
2025
Q3 		$469K Hold
2,507
– – 0.02% 220
2025
Q2 		$416K Hold
2,507
– – 0.02% 212
2025
Q1 		$429K Hold
2,507
– – 0.02% 215
2024
Q4 		$425K Hold
2,507
– – 0.02% 212
2024
Q3 		$481K Sell
2,507
-206
-8% -$40K 0.03% 196
2024
Q2 		$499K Buy
2,713
+30
+1% +$5.8K 0.03% 185
2024
Q1 		$522K Buy
2,683
+176
+7% +$34K 0.04% 185
2023
Q4 		$467K Sell
2,507
-1
-0% -$189 0.04% 187
2023
Q3 		$502K Buy
2,508
+900
+56% +$201K 0.05% 158
2023
Q2 		$402K Buy
1,608
+1
+0.1% +$262 0.04% 176
2023
Q1 		$409K Hold
1,607
– – 0.05% 169
2022
Q4 		$372K Sell
1,607
-3
-0.2% -$692 0.05% 173
2022
Q3 		$355K Hold
1,610
– – 0.05% 159
2022
Q2 		$346K Hold
1,610
– – 0.06% 164
2022
Q1 		$349K Hold
1,610
– – 0.06% 171
2021
Q4 		$311K Buy
1,610
+3
+0.2% +$543 0.06% 163
2021
Q3 		$272K Hold
1,607
– – 0.06% 134
2021
Q2 		$280K Hold
1,607
– – 0.07% 113
2021
Q1 		$254K Sell
1,607
-487
-23% -$73.3K 0.07% 113
2020
Q4 		$319K Buy
+2,094
New +$310K 0.1% 84

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Zhang Financial's HSY Position: Q1 2026 in Review

Zhang Financial held its Hershey (HSY) position steady in Q1 2026 at 2,507 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #242.

Zhang Financial first reported a position in HSY in Q4 2020 and has held it in 22 quarters since. The position peaked at $522K in Q1 2024. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Zhang Financial held 2,507 shares of Hershey worth $521K as of Q1 2026.
  • Zhang Financial left its Hershey share count unchanged in Q1 2026.
  • Hershey made up 0.02% of Zhang Financial's portfolio in Q1 2026, its #242 holding.
  • Zhang Financial first reported a position in Hershey in Q4 2020 and has held it in 22 quarters since.
  • Zhang Financial's Hershey position peaked at $522K in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.