CCA
HSY icon

Criterion Capital Advisors’s Hershey HSY Stock Holding History

Criterion Capital 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
2024
Q4 		$14K Hold
76
– – 0.01% 223
2024
Q3 		$14K Hold
76
– – 0.01% 223
2024
Q2 		$14K Hold
76
– – 0.01% 223
2024
Q1 		$14.8K Buy
76
+28
+58% +$5.4K 0.01% 223
2023
Q4 		$8.95K Buy
+48
New +$9.1K 0.01% 269

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Criterion Capital Advisors's HSY Position: Q4 2024 in Review

Criterion Capital Advisors held its Hershey (HSY) position steady in Q4 2024 at 76 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #223.

Criterion Capital Advisors first reported a position in HSY in Q4 2023 and has held it in 5 quarters since. The position peaked at $14.8K in Q1 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Criterion Capital Advisors held 76 shares of Hershey worth $14K as of Q4 2024.
  • Criterion Capital Advisors left its Hershey share count unchanged in Q4 2024.
  • Hershey made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #223 holding.
  • Criterion Capital Advisors first reported a position in Hershey in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Hershey position peaked at $14.8K in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.