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BTS Asset Management’s Hershey HSY Stock Holding History

BTS Asset Management’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
-2,695
Closed -$504K – 37
2025
Q3 		$504K Buy
2,695
+174
+7% +$31.6K 0.65% 13
2025
Q2 		$418K Buy
+2,521
New +$416K 0.5% 16
2025
Q1 		– Sell
-1,833
Closed -$310K – 40
2024
Q4 		$310K Buy
1,833
+763
+71% +$137K 0.31% 27
2024
Q3 		$205K Buy
+1,070
New +$208K 0.2% 30

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

BTS Asset Management's HSY Position: Q4 2025 in Review

BTS Asset Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 2,695 shares — an estimated $504K sold.

BTS Asset Management first reported a position in HSY in Q3 2024 and held it in 4 quarters. The position peaked at $504K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • BTS Asset Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • BTS Asset Management sold 2,695 Hershey shares in Q4 2025, an estimated $504K.
  • BTS Asset Management first reported a position in Hershey in Q3 2024 and held it in 4 quarters.
  • BTS Asset Management's Hershey position peaked at $504K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on BTS Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.