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Commonwealth Financial Services’s Hershey HSY Stock Holding History

Commonwealth Financial Services’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
-1,209
Closed -$205K – 205
2024
Q4 		$205K Buy
1,209
+64
+6% +$11.5K 0.04% 187
2024
Q3 		$220K Sell
1,145
-70
-6% -$13.6K 0.04% 181
2024
Q2 		$224K Sell
1,215
-58
-5% -$11.2K 0.05% 176
2024
Q1 		$237K Hold
1,273
– – 0.06% 163
2023
Q4 		$237K Sell
1,273
-190
-13% -$36K 0.06% 163
2023
Q3 		$293K Buy
+1,463
New +$327K 0.09% 135

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

Commonwealth Financial Services's HSY Position: Q1 2025 in Review

Commonwealth Financial Services sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,209 shares — an estimated $205K sold.

Commonwealth Financial Services first reported a position in HSY in Q3 2023 and held it in 6 quarters. The position peaked at $293K in Q3 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Commonwealth Financial Services reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,209 Hershey shares in Q1 2025, an estimated $205K.
  • Commonwealth Financial Services first reported a position in Hershey in Q3 2023 and held it in 6 quarters.
  • Commonwealth Financial Services's Hershey position peaked at $293K in Q3 2023.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Commonwealth Financial Services's 13F filing for Q1 2025, filed 9 May 2025.