Cassady Schiller Wealth Management’s Hershey HSY Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$1.35K	Buy	+8	New	+$1.44K	﹤0.01%	702

Other funds holding HSY

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

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

BlackRock New York $5.72T AUM 30.48% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Cassady Schiller Wealth Management's HSY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hershey (HSY) in Q4 2024: 8 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of Hershey worth $1.35K as of Q4 2024.
Hershey was a new Cassady Schiller Wealth Management position in Q4 2024.
Hershey made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #702 holding.
1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.