CM
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Caption Management’s Hershey HSY Stock Holding History

Caption 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
Q3 		– Sell
-17,100
Closed -$2.84M – 1833
2025
Q2 		$2.84M Buy
17,100
+7,700
+82% +$1.27M 0.03% 605
2025
Q1 		$1.61M Sell
9,400
-20,800
-69% -$3.41M 0.02% 758
2024
Q4 		$5.11M Buy
30,200
+9,400
+45% +$1.69M 0.05% 363
2024
Q3 		$3.99M Buy
+20,800
New +$4.04M 0.06% 358
2018
Q4 		– Sell
-4,100
Closed -$418K – 530
2018
Q3 		$418K Hold
4,100
– – 0.02% 428
2018
Q2 		$381K Buy
+4,100
New +$382K 0.03% 336

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Caption Management's HSY Position: Q1 2025 in Review

Caption Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 8,000 shares — an estimated $1.31M sold.

Caption Management first reported a position in HSY in Q4 2024 and held it in 1 quarter. The position peaked at $1.35M in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Caption Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Caption Management sold 8,000 Hershey shares in Q1 2025, an estimated $1.31M.
  • Caption Management first reported a position in Hershey in Q4 2024 and held it in 1 quarter.
  • Caption Management's Hershey position peaked at $1.35M in Q4 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.