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Distillate Capital Partners’s Hershey HSY Stock Holding History

Distillate Capital 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
2025
Q1 		– Sell
-104,508
Closed -$17.7M – 130
2024
Q4 		$17.7M Buy
+104,508
New +$18.7M 0.87% 42
2024
Q3 		– Sell
-86,797
Closed -$16M – 89
2024
Q2 		$16M Buy
+86,797
New +$16.8M 0.84% 42
2021
Q2 		– Sell
-14,600
Closed -$2.31M – 127
2021
Q1 		$2.31M Buy
14,600
+4,432
+44% +$667K 0.75% 77
2020
Q4 		$1.53M Buy
+10,168
New +$1.5M 0.73% 74

Other funds holding HSY

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Distillate Capital Partners's HSY Position: Q1 2025 in Review

Distillate Capital Partners sold out of Hershey (HSY) in Q1 2025, closing a stake of 104,508 shares — an estimated $17.7M sold.

Distillate Capital Partners first reported a position in HSY in Q4 2020 and held it in 4 quarters. The position peaked at $17.7M in Q4 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Distillate Capital Partners reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Distillate Capital Partners sold 104,508 Hershey shares in Q1 2025, an estimated $17.7M.
  • Distillate Capital Partners first reported a position in Hershey in Q4 2020 and held it in 4 quarters.
  • Distillate Capital Partners's Hershey position peaked at $17.7M in Q4 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Distillate Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.