Donald L. Hagan LLC’s Hershey HSY Stock Holding History

Donald L. Hagan LLC’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	$1.36M	Sell	7,251 -254	-3%	-$46.2K	0.67%	35
2025 Q2	$1.25M	Buy	+7,505	New	+$1.24M	0.62%	39
2016 Q2	–	Sell	-20	Closed	-$2K	–	181
2016 Q1	$2K	Buy	+20	New	+$1.78K	﹤0.01%	347
2015 Q4	–	Sell	-20	Closed	-$2K	–	172
2015 Q3	$2K	Buy	+20	New	+$1.82K	﹤0.01%	358

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

Donald L. Hagan LLC's HSY Position: Q3 2025 in Review

Donald L. Hagan LLC reduced its Hershey (HSY) stake by 3.4% in Q3 2025, selling an estimated $46.2K and leaving 7,251 shares worth $1.36M. The position accounts for 0.67% of the portfolio, ranked #35.

Donald L. Hagan LLC first reported a position in HSY in Q3 2015 and has held it in 4 quarters since. 1,357 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Donald L. Hagan LLC held 7,251 shares of Hershey worth $1.36M as of Q3 2025.
Donald L. Hagan LLC sold 254 Hershey shares in Q3 2025, an estimated $46.2K.
Hershey made up 0.67% of Donald L. Hagan LLC's portfolio in Q3 2025, its #35 holding.
Donald L. Hagan LLC first reported a position in Hershey in Q3 2015 and has held it in 4 quarters since.
1,357 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.