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Compass Wealth Management’s Hershey HSY Stock Holding History

Compass Wealth Management’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
-196
Closed -$33.5K – 261
2025
Q1 		$33.5K Hold
196
– – 0.01% 282
2024
Q4 		$33.2K Hold
196
– – 0.01% 285
2024
Q3 		$37.6K Hold
196
– – 0.01% 279
2024
Q2 		$36K Hold
196
– – 0.01% 285
2024
Q1 		$38.1K Hold
196
– – 0.01% 273
2023
Q4 		$36.5K Hold
196
– – 0.01% 272
2023
Q3 		$39.2K Hold
196
– – 0.01% 253
2023
Q2 		$48.9K Hold
196
– – 0.01% 245
2023
Q1 		$49.9K Hold
196
– – 0.02% 239
2022
Q4 		$45.4K Buy
+196
New +$45.2K 0.01% 242

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

Compass Wealth Management's HSY Position: Q2 2025 in Review

Compass Wealth Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 196 shares — an estimated $33.5K sold.

Compass Wealth Management first reported a position in HSY in Q4 2022 and held it in 10 quarters. The position peaked at $49.9K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Compass Wealth Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 196 Hershey shares in Q2 2025, an estimated $33.5K.
  • Compass Wealth Management first reported a position in Hershey in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Hershey position peaked at $49.9K in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.