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Cornerstone Advisors’s Hershey HSY Stock Holding History

Cornerstone Advisors’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
Q3 		– Sell
-4,900
Closed -$813K – 259
2025
Q2 		$813K Sell
4,900
-400
-8% -$65.9K 0.03% 227
2025
Q1 		$906K Sell
5,300
-2,800
-35% -$458K 0.04% 225
2024
Q4 		$1.37M Hold
8,100
– – 0.05% 203
2024
Q3 		$1.55M Hold
8,100
– – 0.06% 207
2024
Q2 		$1.49M Sell
8,100
-1,000
-11% -$193K 0.06% 207
2024
Q1 		$1.77M Hold
9,100
– – 0.07% 222
2023
Q4 		$1.7M Hold
9,100
– – 0.07% 225
2023
Q3 		$1.82M Sell
9,100
-5,500
-38% -$1.23M 0.08% 213
2023
Q2 		$3.65M Sell
14,600
-4,400
-23% -$1.15M 0.17% 138
2023
Q1 		$4.83M Buy
19,000
+6,000
+46% +$1.41M 0.22% 102
2022
Q4 		$3.01M Hold
13,000
– – 0.15% 134
2022
Q3 		$2.87M Buy
+13,000
New +$2.91M 0.14% 143
2020
Q3 		– Sell
-4,000
Closed -$518K – 191
2020
Q2 		$518K Buy
+4,000
New +$538K 0.05% 178

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return