B&D White Capital Company’s Hershey HSY Stock Holding History

B&D White Capital 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	-6,600	Closed	-$1.1M	–	87
2025 Q2	$1.1M	Buy	+6,600	New	+$1.09M	0.17%	54
2024 Q4	–	Sell	-1,600	Closed	-$307K	–	82
2024 Q3	$307K	Hold	1,600	–	–	0.05%	65
2024 Q2	$294K	Sell	1,600 -2,300	-59%	-$445K	0.06%	37
2024 Q1	$759K	Buy	+3,900	New	+$752K	0.17%	32
2023 Q4	–	Sell	-7,800	Closed	-$1.56M	–	73
2023 Q3	$1.56M	Buy	+7,800	New	+$1.75M	0.58%	24

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 $3.37T AUM 44.26% 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

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

B&D White Capital Company's HSY Position: Q3 2025 in Review

B&D White Capital Company sold out of Hershey (HSY) in Q3 2025, closing a stake of 6,600 shares — an estimated $1.1M sold.

B&D White Capital Company first reported a position in HSY in Q3 2023 and held it in 5 quarters. The position peaked at $1.56M in Q3 2023. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

B&D White Capital Company reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
B&D White Capital Company sold 6,600 Hershey shares in Q3 2025, an estimated $1.1M.
B&D White Capital Company first reported a position in Hershey in Q3 2023 and held it in 5 quarters.
B&D White Capital Company's Hershey position peaked at $1.56M in Q3 2023.
1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.