CFM Wealth Partners’s Hershey HSY Stock Holding History

CFM Wealth 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
2026 Q1	$239K	Hold	1,148	–	–	0.04%	137
2025 Q4	$209K	Hold	1,148	–	–	0.03%	139
2025 Q3	$215K	Buy	+1,148	New	+$209K	0.03%	141
2024 Q4	–	Sell	-1,148	Closed	-$220K	–	145
2024 Q3	$220K	Hold	1,148	–	–	0.04%	136
2024 Q2	$211K	Hold	1,148	–	–	0.04%	142
2024 Q1	$223K	Hold	1,148	–	–	0.04%	146
2023 Q4	$214K	Hold	1,148	–	–	0.05%	155
2023 Q3	$230K	Hold	1,148	–	–	0.06%	132
2023 Q2	$287K	Hold	1,148	–	–	0.07%	141
2023 Q1	$292K	Hold	1,148	–	–	0.08%	131
2022 Q4	$266K	Hold	1,148	–	–	0.08%	139
2022 Q3	$253K	Hold	1,148	–	–	0.08%	135
2022 Q2	$247K	Hold	1,148	–	–	0.07%	143
2022 Q1	$249K	Hold	1,148	–	–	0.06%	160
2021 Q4	$222K	Buy	+1,148	New	+$208K	0.05%	169
2021 Q3	–	Sell	-1,148	Closed	-$200K	–	187
2021 Q2	$200K	Buy	+1,148	New	+$193K	0.05%	171
2020 Q3	–	Sell	-1,148	Closed	-$148K	–	287
2020 Q2	$148K	Hold	1,148	–	–	0.06%	169
2020 Q1	$152K	Hold	1,148	–	–	0.07%	157
2019 Q4	$171K	Buy	+1,148	New	+$170K	0.06%	160

Other funds holding HSY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return