Beacon Capital Management LLC (Tennessee)’s Hershey HSY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q1	–	Sell	-17	Closed	-$2.91K	–	1159
2024 Q4	$2.91K	Sell	17 -16	-48%	-$2.87K	﹤0.01%	821
2024 Q3	$6.33K	Buy	33 +9	+38%	+$1.75K	﹤0.01%	758
2024 Q2	$4.4K	Buy	24 +7	+41%	+$1.35K	﹤0.01%	730
2024 Q1	$3.27K	Buy	17 +3	+21%	+$579	﹤0.01%	789
2023 Q4	$2.72K	Hold	14	–	–	﹤0.01%	756
2023 Q3	$3.39K	Hold	14	–	–	﹤0.01%	760
2023 Q2	$3.39K	Hold	14	–	–	﹤0.01%	760
2023 Q1	$3.44K	Buy	14 +1	+8%	+$235	﹤0.01%	693
2022 Q4	$3.12K	Sell	13 -3	-19%	-$692	﹤0.01%	727
2022 Q3	$4K	Hold	16	–	–	﹤0.01%	632
2022 Q2	$4K	Hold	16	–	–	﹤0.01%	672
2022 Q1	$4K	Buy	+16	New	+$3.25K	﹤0.01%	673

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s HSY Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Hershey (HSY) in Q1 2025, closing a stake of 17 shares — an estimated $2.91K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in HSY in Q1 2022 and held it in 12 quarters. The position peaked at $6.33K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 17 Hershey shares in Q1 2025, an estimated $2.91K.
Beacon Capital Management LLC (Tennessee) first reported a position in Hershey in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Hershey position peaked at $6.33K in Q3 2024.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.