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Cassia Capital Partners’s Hershey HSY Stock Holding History

Cassia Capital Partners’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
Q1 		– Sell
-1,394
Closed -$236K – 57
2024
Q4 		$236K Sell
1,394
-1,605
-54% -$288K 0.15% 59
2024
Q3 		$575K Sell
2,999
-193
-6% -$37.5K 0.38% 46
2024
Q2 		$587K Buy
3,192
+319
+11% +$61.7K 0.39% 44
2024
Q1 		$559K Buy
2,873
+1,030
+56% +$199K 0.37% 51
2023
Q4 		$344K Buy
1,843
+168
+10% +$31.8K 0.29% 54
2023
Q3 		$335K Buy
1,675
+52
+3% +$11.6K 0.27% 50
2023
Q2 		$405K Buy
1,623
+131
+9% +$34.4K 0.32% 51
2023
Q1 		$380K Sell
1,492
-32
-2% -$7.52K 0.3% 30
2022
Q4 		$353K Sell
1,524
-357
-19% -$82.3K 0.29% 36
2022
Q3 		$415K Buy
1,881
+106
+6% +$23.8K 0.38% 18
2022
Q2 		$382K Hold
1,775
– – 0.38% 23
2022
Q1 		$385K Buy
1,775
+41
+2% +$8.33K 0.31% 27
2021
Q4 		$335K Buy
+1,734
New +$314K 0.23% 37
2021
Q3 		– Sell
-1,236
Closed -$215K – 114
2021
Q2 		$215K Buy
+1,236
New +$208K 0.16% 38

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

Cassia Capital Partners's HSY Position: Q1 2025 in Review

Cassia Capital Partners sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,394 shares — an estimated $236K sold.

Cassia Capital Partners first reported a position in HSY in Q2 2021 and held it in 14 quarters. The position peaked at $587K in Q2 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Cassia Capital Partners reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Cassia Capital Partners sold 1,394 Hershey shares in Q1 2025, an estimated $236K.
  • Cassia Capital Partners first reported a position in Hershey in Q2 2021 and held it in 14 quarters.
  • Cassia Capital Partners's Hershey position peaked at $587K in Q2 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Cassia Capital Partners's 13F filing for Q1 2025, filed 22 Apr 2025.