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BFSG LLC’s Hershey HSY Stock Holding History

BFSG LLC’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
-5
Closed -$936 – 728
2025
Q3 		$936 Buy
+5
New +$909 ﹤0.01% 668
2024
Q3 		– Sell
-550
Closed -$101K – 646
2024
Q2 		$101K Hold
550
– – 0.01% 306
2024
Q1 		$107K Hold
550
– – 0.01% 303
2023
Q4 		$103K Buy
+550
New +$104K 0.01% 296
2019
Q2 		– Sell
-6,882
Closed -$790K – 141
2019
Q1 		$790K Hold
6,882
– – 0.3% 68
2018
Q4 		$738K Sell
6,882
-5
-0.1% -$532 0.34% 70
2018
Q3 		$702K Sell
6,887
-673
-9% -$66.5K 0.3% 68
2018
Q2 		$704K Sell
7,560
-450
-6% -$42K 0.31% 69
2018
Q1 		$793K Sell
8,010
-90
-1% -$9.3K 0.35% 69
2017
Q4 		$919K Sell
8,100
-55
-0.7% -$6.05K 0.39% 71
2017
Q3 		$890K Sell
8,155
-85
-1% -$9.05K 0.4% 69
2017
Q2 		$885K Sell
8,240
-205
-2% -$22.6K 0.43% 69
2017
Q1 		$923K Buy
+8,445
New +$906K 0.46% 70

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

BFSG LLC's HSY Position: Q4 2025 in Review

BFSG LLC sold out of Hershey (HSY) in Q4 2025, closing a stake of 5 shares — an estimated $936 sold.

BFSG LLC first reported a position in HSY in Q1 2017 and held it in 13 quarters. The position peaked at $923K in Q1 2017. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • BFSG LLC reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • BFSG LLC sold 5 Hershey shares in Q4 2025, an estimated $936.
  • BFSG LLC first reported a position in Hershey in Q1 2017 and held it in 13 quarters.
  • BFSG LLC's Hershey position peaked at $923K in Q1 2017.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on BFSG LLC's 13F filing for Q4 2025, filed 22 Jan 2026.