CPSAC
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Chas P. Smith & Associates (CPS)’s Hershey HSY Stock Holding History

Chas P. Smith & Associates (CPS)’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 		– Sell
-127,517
Closed -$23.2M – 181
2025
Q4 		$23.2M Buy
127,517
+41,241
+48% +$7.54M 1.22% 32
2025
Q3 		$16.1M Sell
86,276
-55,334
-39% -$10.1M 1.4% 31
2025
Q2 		$23.5M Buy
141,610
+8,467
+6% +$1.4M 1.32% 31
2025
Q1 		$22.8M Buy
133,143
+18,011
+16% +$2.95M 1.32% 31
2024
Q4 		$19.5M Sell
115,132
-11,688
-9% -$2.1M 1.12% 32
2024
Q3 		$24.3M Buy
126,820
+6,476
+5% +$1.26M 1.37% 29
2024
Q2 		$22.1M Buy
120,344
+12,987
+12% +$2.51M 1.31% 31
2024
Q1 		$20.9M Buy
+107,357
New +$20.7M 1.26% 31

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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