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Advantage Trust Company’s Hershey HSY Stock Holding History

Advantage Trust Company’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
2025
Q3 		– Sell
-300
Closed -$49.8K – 199
2025
Q2 		$49.8K Hold
300
– – 0.02% 126
2025
Q1 		$51.3K Hold
300
– – 0.03% 97
2024
Q4 		$50.8K Buy
300
+50
+20% +$8.97K 0.03% 105
2024
Q3 		$47.9K Sell
250
-800
-76% -$156K 0.03% 103
2024
Q2 		$193K Buy
1,050
+250
+31% +$48.4K 0.14% 43
2024
Q1 		$156K Hold
800
– – 0.11% 53
2023
Q4 		$149K Buy
+800
New +$152K 0.12% 52

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Advantage Trust Company's HSY Position: Q3 2025 in Review

Advantage Trust Company sold out of Hershey (HSY) in Q3 2025, closing a stake of 300 shares — an estimated $49.8K sold.

Advantage Trust Company first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $193K in Q2 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Advantage Trust Company reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 300 Hershey shares in Q3 2025, an estimated $49.8K.
  • Advantage Trust Company first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
  • Advantage Trust Company's Hershey position peaked at $193K in Q2 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.