Avalon Trust’s Hershey HSY Stock Holding History

Avalon Trust’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	Closed	-$562	–	535
2025 Q3	$562	Buy	+3	New	+$545	﹤0.01%	540

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avalon Trust's HSY Position: Q4 2025 in Review

Avalon Trust sold out of Hershey (HSY) in Q4 2025, closing a stake of 3 shares — an estimated $562 sold.

Avalon Trust first reported a position in HSY in Q3 2025 and held it in 1 quarter. The position peaked at $562 in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Avalon Trust reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 3 Hershey shares in Q4 2025, an estimated $562.
Avalon Trust first reported a position in Hershey in Q3 2025 and held it in 1 quarter.
Avalon Trust's Hershey position peaked at $562 in Q3 2025.
1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.