Court Place Advisors’s Hershey HSY Stock Holding History

Court Place 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	$270K	Hold	1,443	–	–	0.08%	128
2025 Q2	$239K	Hold	1,443	–	–	0.08%	134
2025 Q1	$247K	Hold	1,443	–	–	0.08%	134
2024 Q4	$244K	Buy	+1,443	New	+$259K	0.08%	135
2023 Q4	–	Sell	-1,018	Closed	-$204K	–	167
2023 Q3	$204K	Hold	1,018	–	–	0.07%	156
2023 Q2	$254K	Hold	1,018	–	–	0.09%	143
2023 Q1	$259K	Hold	1,018	–	–	0.09%	141
2022 Q4	$236K	Hold	1,018	–	–	0.09%	148
2022 Q3	$224K	Hold	1,018	–	–	0.09%	146
2022 Q2	$219K	Buy	1,018 +25	+3%	+$5.45K	0.08%	151
2022 Q1	$215K	Buy	+993	New	+$202K	0.07%	163
2014 Q4	–	Sell	-2,275	Closed	-$217K	–	134
2014 Q3	$217K	Hold	2,275	–	–	0.15%	118
2014 Q2	$222K	Hold	2,275	–	–	0.15%	113
2014 Q1	$238K	Sell	2,275 -50	-2%	-$5.12K	0.17%	106
2013 Q4	$226K	Buy	+2,325	New	+$224K	0.17%	102

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Court Place Advisors's HSY Position: Q3 2025 in Review

Court Place Advisors held its Hershey (HSY) position steady in Q3 2025 at 1,443 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #128.

Court Place Advisors first reported a position in HSY in Q4 2013 and has held it in 15 quarters since. 1,358 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Court Place Advisors held 1,443 shares of Hershey worth $270K as of Q3 2025.
Court Place Advisors left its Hershey share count unchanged in Q3 2025.
Hershey made up 0.08% of Court Place Advisors's portfolio in Q3 2025, its #128 holding.
Court Place Advisors first reported a position in Hershey in Q4 2013 and has held it in 15 quarters since.
1,358 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.