CMP
HSY icon

Coston McIsaac & Partners’s Hershey HSY Stock Holding History

Coston McIsaac & Partners’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
2026
Q1 		$3.33M Sell
16,026
-890
-5% -$188K 0.75% 37
2025
Q4 		$3.08M Sell
16,916
-2,896
-15% -$529K 0.71% 40
2025
Q3 		$3.7M Sell
19,812
-745
-4% -$135K 0.88% 38
2025
Q2 		$3.41M Buy
20,557
+191
+0.9% +$31.5K 0.88% 38
2025
Q1 		$3.48M Buy
20,366
+2,511
+14% +$411K 1.02% 33
2024
Q4 		$3.02M Sell
17,855
-1,880
-10% -$337K 0.9% 36
2024
Q3 		$3.78K Buy
19,735
+582
+3% +$113K 1.07% 34
2024
Q2 		$3.52M Buy
19,153
+449
+2% +$86.9K 1.11% 33
2024
Q1 		$3.64M Buy
18,704
+1,236
+7% +$238K 1.17% 33
2023
Q4 		$3.26M Buy
17,468
+665
+4% +$126K 1.13% 33
2023
Q3 		$3.36M Buy
16,803
+16,003
+2,000% +$3.58M 1.27% 32
2023
Q2 		$199K Hold
800
– – 0.07% 113
2023
Q1 		$203K Hold
800
– – 0.08% 108
2022
Q4 		$185 Hold
800
– – 0.07% 116
2022
Q3 		$176K Hold
800
– – 0.08% 104
2022
Q2 		$172K Buy
+800
New +$174K 0.1% 72

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return