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HSY icon

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 $5.7T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return