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Congress Asset Management’s Hershey HSY Stock Holding History

Congress Asset 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
Q1 		– Sell
-42,833
Closed -$7.25M – 388
2024
Q4 		$7.25M Sell
42,833
-2,502
-6% -$449K 0.05% 212
2024
Q3 		$8.69M Sell
45,335
-104
-0.2% -$20.2K 0.06% 199
2024
Q2 		$8.35M Sell
45,439
-214
-0.5% -$41.4K 0.06% 198
2024
Q1 		$8.88M Buy
45,653
+344
+0.8% +$66.4K 0.06% 190
2023
Q4 		$8.45M Buy
45,309
+11,736
+35% +$2.22M 0.07% 188
2023
Q3 		$6.72M Sell
33,573
-42
-0.1% -$9.4K 0.06% 192
2023
Q2 		$8.39M Sell
33,615
-1,053
-3% -$276K 0.07% 182
2023
Q1 		$8.82M Buy
34,668
+6
+0% +$1.41K 0.08% 175
2022
Q4 		$8.03M Buy
34,662
+991
+3% +$228K 0.08% 173
2022
Q3 		$7.42M Buy
+33,671
New +$7.55M 0.08% 170

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

Congress Asset Management's HSY Position: Q1 2025 in Review

Congress Asset Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 42,833 shares — an estimated $7.25M sold.

Congress Asset Management first reported a position in HSY in Q3 2022 and held it in 10 quarters. The position peaked at $8.88M in Q1 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Congress Asset Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 42,833 Hershey shares in Q1 2025, an estimated $7.25M.
  • Congress Asset Management first reported a position in Hershey in Q3 2022 and held it in 10 quarters.
  • Congress Asset Management's Hershey position peaked at $8.88M in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.