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Benchmark Investment Advisors’s Hershey HSY Stock Holding History

Benchmark Investment 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
Q1 		$513K Buy
+3,000
New +$491K 0.33% 63
2024
Q4 		– Sell
-3,400
Closed -$652K – 90
2024
Q3 		$652K Hold
3,400
– – 0.46% 52
2024
Q2 		$625K Sell
3,400
-100
-3% -$19.3K 0.45% 53
2024
Q1 		$681K Hold
3,500
– – 0.54% 47
2023
Q4 		$653K Buy
+3,500
New +$663K 0.6% 45

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

Benchmark Investment Advisors's HSY Position: Q1 2025 in Review

Benchmark Investment Advisors opened a new position in Hershey (HSY) in Q1 2025: 3,000 shares worth $513K. The stake represents 0.33% of the portfolio and ranks #63 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in HSY as recently as Q3 2024.

Benchmark Investment Advisors first reported a position in HSY in Q4 2023 and has held it in 5 quarters since. The position peaked at $681K in Q1 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Benchmark Investment Advisors held 3,000 shares of Hershey worth $513K as of Q1 2025.
  • Hershey was a new Benchmark Investment Advisors position in Q1 2025.
  • Hershey made up 0.33% of Benchmark Investment Advisors's portfolio in Q1 2025, its #63 holding.
  • Benchmark Investment Advisors first reported a position in Hershey in Q4 2023 and has held it in 5 quarters since.
  • Benchmark Investment Advisors's Hershey position peaked at $681K in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Benchmark Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.