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Coppell Advisory Solutions’s Hershey HSY Stock Holding History

Coppell Advisory Solutions’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
-108
Closed -$18.2K – 1007
2024
Q4 		$18.2K Hold
108
– – ﹤0.01% 917
2024
Q3 		$20.9K Hold
108
– – ﹤0.01% 860
2024
Q2 		$19.9K Buy
+108
New +$20.9K ﹤0.01% 788
2023
Q4 		$3.36K Buy
18
+6
+50% +$1.14K ﹤0.01% 1194
2023
Q3 		$2.78K Hold
12
– – ﹤0.01% 811
2023
Q2 		$2.98K Buy
+12
New +$3.15K ﹤0.01% 956
2023
Q1 		– Sell
-12
Closed -$2.78K – 600
2022
Q4 		$2.78K Buy
+12
New +$2.77K ﹤0.01% 813

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

Coppell Advisory Solutions's HSY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Hershey (HSY) in Q1 2025, closing a stake of 108 shares — an estimated $18.2K sold.

Coppell Advisory Solutions first reported a position in HSY in Q4 2022 and held it in 7 quarters. The position peaked at $20.9K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 108 Hershey shares in Q1 2025, an estimated $18.2K.
  • Coppell Advisory Solutions first reported a position in Hershey in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Hershey position peaked at $20.9K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.