Aquatic Capital Management’s Hershey HSY Stock Holding History

Aquatic Capital 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	$15.8M	Buy	76,115 +30,310	+66%	+$6.39M	0.45%	41
2025 Q4	$8.34M	Sell	45,805 -3,748	-8%	-$685K	0.24%	104
2025 Q3	$9.27M	Buy	49,553 +24,070	+94%	+$4.37M	0.17%	144
2025 Q2	$4.23M	Buy	+25,483	New	+$4.2M	0.09%	276
2024 Q2	–	Sell	-255,400	Closed	-$49.7M	–	1390
2024 Q1	$49.7M	Sell	255,400 -29,800	-10%	-$5.75M	1.62%	6
2023 Q4	$53.2M	Buy	285,200 +274,500	+2,565%	+$52M	1.36%	9
2023 Q3	$2.14M	Sell	10,700 -46,000	-81%	-$10.3M	0.09%	226
2023 Q2	$14.2M	Buy	56,700 +38,600	+213%	+$10.1M	0.77%	28
2023 Q1	$4.61M	Buy	18,100 +400	+2%	+$94K	0.28%	99
2022 Q4	$4.1M	Buy	17,700 +6,600	+59%	+$1.52M	0.3%	82
2022 Q3	$2.45M	Buy	11,100 +8,200	+283%	+$1.84M	0.24%	113
2022 Q2	$624K	Buy	2,900 +2,400	+480%	+$523K	0.2%	135
2022 Q1	$108K	Buy	+500	New	+$102K	0.16%	148

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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