Cardiff Park Advisors’s Hershey HSY Stock Holding History

Cardiff Park Advisors’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	-3,060	Closed	-$508K	–	386
2025 Q2	$508K	Buy	3,060 +554	+22%	+$91.3K	0.04%	164
2025 Q1	$429K	Buy	2,506 +18	+0.7%	+$2.95K	0.04%	177
2024 Q4	$421K	Buy	2,488 +17	+0.7%	+$3.05K	0.04%	176
2024 Q3	$474K	Buy	2,471 +16	+0.7%	+$3.11K	0.04%	166
2024 Q2	$451K	Buy	2,455 +16	+0.7%	+$3.1K	0.04%	165
2024 Q1	$474K	Buy	2,439 +15	+0.6%	+$2.89K	0.04%	167
2023 Q4	$452K	Buy	+2,424	New	+$459K	0.05%	157

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

Cardiff Park Advisors's HSY Position: Q3 2025 in Review

Cardiff Park Advisors sold out of Hershey (HSY) in Q3 2025, closing a stake of 3,060 shares — an estimated $508K sold.

Cardiff Park Advisors first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $508K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Cardiff Park Advisors reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Cardiff Park Advisors sold 3,060 Hershey shares in Q3 2025, an estimated $508K.
Cardiff Park Advisors first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
Cardiff Park Advisors's Hershey position peaked at $508K in Q2 2025.
1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Cardiff Park Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.