AWA
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Arete Wealth Advisors’s Hershey HSY Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-3,970
Closed -$740K – 519
2025
Q3 		$740K Buy
3,970
+160
+4% +$29.1K 0.05% 342
2025
Q2 		$632K Sell
3,810
-1,053
-22% -$174K 0.04% 352
2025
Q1 		$832K Buy
4,863
+160
+3% +$26.2K 0.06% 272
2024
Q4 		$795K Buy
4,703
+1,115
+31% +$200K 0.06% 301
2024
Q3 		$688K Buy
3,588
+1,735
+94% +$337K 0.06% 291
2024
Q2 		$340K Buy
+1,853
New +$359K 0.03% 506
2023
Q2 		– Sell
-1,005
Closed -$256K – 707
2023
Q1 		$256K Sell
1,005
-173
-15% -$40.6K 0.02% 517
2022
Q4 		$273K Buy
1,178
+209
+22% +$48.2K 0.02% 481
2022
Q3 		$214K Buy
+969
New +$217K 0.02% 506

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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arete Wealth Advisors's HSY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 3,970 shares — an estimated $740K sold.

Arete Wealth Advisors first reported a position in HSY in Q3 2022 and held it in 9 quarters. The position peaked at $832K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,970 Hershey shares in Q4 2025, an estimated $740K.
  • Arete Wealth Advisors first reported a position in Hershey in Q3 2022 and held it in 9 quarters.
  • Arete Wealth Advisors's Hershey position peaked at $832K in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.