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Claro Advisors’s Hershey HSY Stock Holding History

Claro Advisors’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
-2,926
Closed -$500K – 433
2025
Q1 		$500K Sell
2,926
-586
-17% -$95.9K 0.07% 266
2024
Q4 		$595K Sell
3,512
-2,200
-39% -$395K 0.08% 226
2024
Q3 		$1.1M Buy
5,712
+7
+0.1% +$1.36K 0.14% 139
2024
Q2 		$1.05M Buy
5,705
+316
+6% +$61.1K 0.16% 118
2024
Q1 		$1.05M Buy
5,389
+1,252
+30% +$242K 0.18% 122
2023
Q4 		$771K Sell
4,137
-575
-12% -$109K 0.17% 141
2023
Q3 		$943K Buy
4,712
+1,409
+43% +$315K 0.24% 96
2023
Q2 		$825K Buy
3,303
+254
+8% +$66.6K 0.2% 117
2023
Q1 		$776K Buy
3,049
+192
+7% +$45.1K 0.23% 105
2022
Q4 		$662K Buy
2,857
+411
+17% +$94.8K 0.22% 113
2022
Q3 		$526K Hold
2,446
– – 0.21% 123
2022
Q2 		$526K Buy
+2,446
New +$533K 0.21% 123
2019
Q1 		– Sell
-322
Closed -$33K – 501
2018
Q4 		$33K Buy
+322
New +$34.2K 0.03% 429

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

Claro Advisors's HSY Position: Q2 2025 in Review

Claro Advisors sold out of Hershey (HSY) in Q2 2025, closing a stake of 2,926 shares — an estimated $500K sold.

Claro Advisors first reported a position in HSY in Q4 2018 and held it in 13 quarters. The position peaked at $1.1M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Claro Advisors reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 2,926 Hershey shares in Q2 2025, an estimated $500K.
  • Claro Advisors first reported a position in Hershey in Q4 2018 and held it in 13 quarters.
  • Claro Advisors's Hershey position peaked at $1.1M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.