Briaud Financial Planning’s Hershey HSY Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-36	Closed	-$5K	–	162
2025 Q2	$5K	Buy	+36	New	+$5.93K	﹤0.01%	278

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Briaud Financial Planning's HSY Position: Q3 2025 in Review

Briaud Financial Planning sold out of Hershey (HSY) in Q3 2025, closing a stake of 36 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in HSY in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Briaud Financial Planning reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 36 Hershey shares in Q3 2025, an estimated $5K.
Briaud Financial Planning first reported a position in Hershey in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Hershey position peaked at $5K in Q2 2025.
1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.