CI
HSY icon

Conning Inc’s Hershey HSY Stock Holding History

Conning Inc’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
Q4 		– Sell
-1,090
Closed -$204K – 352
2025
Q3 		$204K Sell
1,090
-435
-29% -$79K 0.01% 347
2025
Q2 		$253K Sell
1,525
-44
-3% -$7.25K 0.01% 316
2025
Q1 		$268K Sell
1,569
-895
-36% -$147K 0.01% 302
2024
Q4 		$417K Buy
2,464
+435
+21% +$78K 0.01% 252
2024
Q3 		$389K Buy
2,029
+895
+79% +$174K 0.01% 263
2024
Q2 		$208K Hold
1,134
– – 0.01% 337
2024
Q1 		$221K Sell
1,134
-80
-7% -$15.4K 0.01% 336
2023
Q4 		$226K Sell
1,214
-15
-1% -$2.84K 0.01% 321
2023
Q3 		$246K Hold
1,229
– – 0.01% 296
2023
Q2 		$307K Sell
1,229
-145
-11% -$38K 0.01% 283
2023
Q1 		$350K Sell
1,374
-14
-1% -$3.29K 0.01% 271
2022
Q4 		$321K Hold
1,388
– – 0.01% 294
2022
Q3 		$306K Sell
1,388
-128
-8% -$28.7K 0.01% 282
2022
Q2 		$326K Sell
1,516
-1
-0.1% -$218 0.01% 309
2022
Q1 		$329K Sell
1,517
-90
-6% -$18.3K 0.01% 326
2021
Q4 		$311K Sell
1,607
-176
-10% -$31.9K 0.01% 353
2021
Q3 		$302K Sell
1,783
-130
-7% -$23K 0.01% 357
2021
Q2 		$333K Sell
1,913
-456
-19% -$76.8K 0.01% 353
2021
Q1 		$375K Sell
2,369
-308,757
-99% -$46.5M 0.01% 337
2020
Q4 		$47.4M Buy
311,126
+25,605
+9% +$3.79M 1.5% 25
2020
Q3 		$40.9M Sell
285,521
-19,589
-6% -$2.78M 1.44% 31
2020
Q2 		$39.5M Buy
305,110
+14,473
+5% +$1.95M 1.47% 28
2020
Q1 		$38.5M Sell
290,637
-16,566
-5% -$2.44M 1.64% 15
2019
Q4 		$45.2M Buy
307,203
+42,766
+16% +$6.34M 1.48% 31
2019
Q3 		$41M Sell
264,437
-45,411
-15% -$6.86M 1.42% 32
2019
Q2 		$41.5M Sell
309,848
-19,098
-6% -$2.43M 1.37% 32
2019
Q1 		$37.8M Buy
328,946
+325,841
+10,494% +$35.5M 1.18% 39
2018
Q4 		$333K Sell
3,105
-290
-9% -$30.8K 0.01% 399
2018
Q3 		$346K Sell
3,395
-175
-5% -$17.3K 0.01% 453
2018
Q2 		$332K Sell
3,570
-110
-3% -$10.3K 0.01% 468
2018
Q1 		$364K Sell
3,680
-160
-4% -$16.5K 0.01% 440
2017
Q4 		$436K Sell
3,840
-170
-4% -$18.7K 0.01% 433
2017
Q3 		$438K Sell
4,010
-10
-0.2% -$1.06K 0.01% 431
2017
Q2 		$432K Hold
4,020
– – 0.02% 429
2017
Q1 		$439K Buy
4,020
+190
+5% +$20.4K 0.02% 425
2016
Q4 		$396K Sell
3,830
-110
-3% -$10.9K 0.02% 431
2016
Q3 		$377K Buy
3,940
+20
+0.5% +$2.12K 0.02% 446
2016
Q2 		$445K Buy
3,920
+200
+5% +$18.7K 0.02% 393
2016
Q1 		$343K Buy
3,720
+10
+0.3% +$892 0.01% 442
2015
Q4 		$331K Sell
3,710
-120
-3% -$10.8K 0.01% 445
2015
Q3 		$352K Sell
3,830
-925
-19% -$84.3K 0.02% 419
2015
Q2 		$422K Buy
4,755
+455
+11% +$42.9K 0.02% 420
2015
Q1 		$434K Sell
4,300
-207,372
-98% -$21.6M 0.02% 415
2014
Q4 		$22M Buy
211,672
+727
+0.3% +$70.8K 1.07% 30
2014
Q3 		$20.1M Buy
210,945
+206,465
+4,609% +$19.1M 1.05% 35
2014
Q2 		$436K Sell
4,480
-1,800
-29% -$177K 0.02% 395
2014
Q1 		$656K Buy
6,280
+200
+3% +$20.5K 0.04% 310
2013
Q4 		$591K Buy
6,080
+612
+11% +$58.8K 0.04% 299
2013
Q3 		$506K Buy
5,468
+184
+3% +$17.2K 0.04% 283
2013
Q2 		$472K Buy
+5,284
New +$467K 0.04% 279

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Conning Inc's HSY Position: Q4 2025 in Review

Conning Inc sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,090 shares — an estimated $204K sold.

Conning Inc first reported a position in HSY in Q2 2013 and held it in 50 quarters. The position peaked at $47.4M in Q4 2020. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Conning Inc reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Conning Inc sold 1,090 Hershey shares in Q4 2025, an estimated $204K.
  • Conning Inc first reported a position in Hershey in Q2 2013 and held it in 50 quarters.
  • Conning Inc's Hershey position peaked at $47.4M in Q4 2020.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Conning Inc's 13F filing for Q4 2025, filed 5 Feb 2026.