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Creekmur Asset Management’s Hershey HSY Stock Holding History

Creekmur Asset Management’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 		$153K Sell
818
-545
-40% -$99K 0.03% 228
2025
Q2 		$226K Buy
1,363
+18
+1% +$2.97K 0.04% 216
2025
Q1 		$230K Buy
1,345
+1,336
+14,844% +$219K 0.05% 176
2024
Q4 		$1.52K Hold
9
– – ﹤0.01% 626
2024
Q3 		$1.73K Hold
9
– – ﹤0.01% 666
2024
Q2 		$1.65K Buy
9
+4
+80% +$774 ﹤0.01% 731
2024
Q1 		$973 Buy
+5
New +$964 ﹤0.01% 720

Other funds holding HSY

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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
Citadel Advisors
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