Carolinas Wealth Consulting’s Hershey HSY Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-11	Closed	-$1.88K	–	415
2025 Q1	$1.88K	Buy	11 +5	+83%	+$819	﹤0.01%	813
2024 Q4	$1.02K	Sell	6 -3	-33%	-$538	﹤0.01%	945
2024 Q3	$1.73K	Sell	9 -340	-97%	-$66.1K	﹤0.01%	843
2024 Q2	$64.2K	Buy	349 +2	+0.6%	+$387	0.01%	333
2024 Q1	$67.5K	Buy	347 +1	+0.3%	+$193	0.01%	332
2023 Q4	$64.5K	Hold	346	–	–	0.01%	304
2023 Q3	$64.8K	Hold	346	–	–	0.02%	282
2023 Q2	$86.4K	Hold	346	–	–	0.02%	281
2023 Q1	$88K	Buy	346 +340	+5,667%	+$79.9K	0.02%	281
2022 Q4	$1.39K	Hold	6	–	–	﹤0.01%	855
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	823
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	825
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	852
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	891
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	865
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	876
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	875
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	803
2020 Q3	$1K	Buy	+6	New	+$851	﹤0.01%	832

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Carolinas Wealth Consulting's HSY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hershey (HSY) in Q2 2025, closing a stake of 11 shares — an estimated $1.88K sold.

Carolinas Wealth Consulting first reported a position in HSY in Q3 2020 and held it in 19 quarters. The position peaked at $88K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 11 Hershey shares in Q2 2025, an estimated $1.88K.
Carolinas Wealth Consulting first reported a position in Hershey in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Hershey position peaked at $88K in Q1 2023.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.