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Beaumont Financial Advisors’s Hershey HSY Stock Holding History

Beaumont Financial 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
-1,325
Closed -$248K – 389
2025
Q3 		$248K Buy
1,325
+9
+0.7% +$1.64K 0.02% 353
2025
Q2 		$218K Buy
1,316
+29
+2% +$4.78K 0.02% 354
2025
Q1 		$220K Sell
1,287
-7
-0.5% -$1.15K 0.02% 343
2024
Q4 		$219K Sell
1,294
-20
-2% -$3.59K 0.02% 342
2024
Q3 		$252K Sell
1,314
-5
-0.4% -$972 0.02% 300
2024
Q2 		$242K Buy
1,319
+2
+0.2% +$387 0.02% 315
2024
Q1 		$256K Buy
1,317
+4
+0.3% +$772 0.02% 305
2023
Q4 		$245K Sell
1,313
-4
-0.3% -$758 0.02% 296
2023
Q3 		$264K Sell
1,317
-3
-0.2% -$672 0.03% 270
2023
Q2 		$330K Buy
1,320
+7
+0.5% +$1.84K 0.03% 252
2023
Q1 		$334K Buy
1,313
+4
+0.3% +$940 0.03% 231
2022
Q4 		$303K Hold
1,309
– – 0.03% 256
2022
Q3 		$289K Hold
1,309
– – 0.03% 248
2022
Q2 		$282K Buy
1,309
+22
+2% +$4.79K 0.03% 254
2022
Q1 		$279K Hold
1,287
– – 0.02% 294
2021
Q4 		$249K Hold
1,287
– – 0.02% 313
2021
Q3 		$218K Hold
1,287
– – 0.02% 335
2021
Q2 		$224K Hold
1,287
– – 0.02% 343
2021
Q1 		$204K Sell
1,287
-26
-2% -$3.92K 0.02% 328
2020
Q4 		$200K Buy
+1,313
New +$194K 0.02% 323
2019
Q4 		– Sell
-1,297
Closed -$201K – 290
2019
Q3 		$201K Buy
+1,297
New +$196K 0.02% 263

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

Beaumont Financial Advisors's HSY Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,325 shares — an estimated $248K sold.

Beaumont Financial Advisors first reported a position in HSY in Q3 2019 and held it in 21 quarters. The position peaked at $334K in Q1 2023. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,325 Hershey shares in Q4 2025, an estimated $248K.
  • Beaumont Financial Advisors first reported a position in Hershey in Q3 2019 and held it in 21 quarters.
  • Beaumont Financial Advisors's Hershey position peaked at $334K in Q1 2023.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.