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HSY icon

Bellecapital’s Hershey HSY Stock Holding History

Bellecapital’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
-1,695
Closed -$287K – 147
2024
Q4 		$287K Sell
1,695
-627
-27% -$112K 0.05% 113
2024
Q3 		$445K Sell
2,322
-1,413
-38% -$275K 0.09% 97
2024
Q2 		$687K Sell
3,735
-601
-14% -$116K 0.15% 85
2024
Q1 		$843K Hold
4,336
– – 0.19% 77
2023
Q4 		$808K Hold
4,336
– – 0.18% 76
2023
Q3 		$868K Hold
4,336
– – 0.22% 72
2023
Q2 		$1.08M Sell
4,336
-1,110
-20% -$291K 0.26% 65
2023
Q1 		$1.39M Hold
5,446
– – 0.34% 62
2022
Q4 		$1.26M Hold
5,446
– – 0.35% 57
2022
Q3 		$1.2M Sell
5,446
-688
-11% -$154K 0.37% 55
2022
Q2 		$1.32M Sell
6,134
-60
-1% -$13.1K 0.37% 55
2022
Q1 		$1.34M Hold
6,194
– – 0.43% 51
2021
Q4 		$1.2M Sell
6,194
-735
-11% -$133K 0.34% 61
2021
Q3 		$1.17M Buy
6,929
+170
+3% +$30K 0.36% 61
2021
Q2 		$1.18M Hold
6,759
– – 0.36% 59
2021
Q1 		$1.07M Buy
6,759
+2,822
+72% +$425K 0.33% 58
2020
Q4 		$600K Sell
3,937
-99
-2% -$14.6K 0.2% 89
2020
Q3 		$579K Sell
4,036
-1,092
-21% -$155K 0.26% 72
2020
Q2 		$665K Hold
5,128
– – 0.31% 63
2020
Q1 		$679K Buy
5,128
+1,237
+32% +$182K 0.43% 52
2019
Q4 		$572K Buy
3,891
+123
+3% +$18.2K 0.29% 76
2019
Q3 		$584K Buy
3,768
+55
+1% +$8.31K 0.35% 65
2019
Q2 		$498K Buy
3,713
+110
+3% +$14K 0.31% 67
2019
Q1 		$414K Buy
3,603
+692
+24% +$75.3K 0.26% 72
2018
Q4 		$312K Buy
+2,911
New +$309K 0.22% 74

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Bellecapital's HSY Position: Q1 2025 in Review

Bellecapital sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,695 shares — an estimated $287K sold.

Bellecapital first reported a position in HSY in Q4 2018 and held it in 25 quarters. The position peaked at $1.39M in Q1 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Bellecapital reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Bellecapital sold 1,695 Hershey shares in Q1 2025, an estimated $287K.
  • Bellecapital first reported a position in Hershey in Q4 2018 and held it in 25 quarters.
  • Bellecapital's Hershey position peaked at $1.39M in Q1 2023.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Bellecapital's 13F filing for Q1 2025, filed 16 Apr 2025.