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Donaldson Capital Management’s Hershey HSY Stock Holding History

Donaldson Capital 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
2024
Q4 		– Sell
-19,352
Closed -$3.71M – 218
2024
Q3 		$3.71M Buy
19,352
+181
+0.9% +$35.2K 0.14% 71
2024
Q2 		$3.52M Sell
19,171
-1,660
-8% -$321K 0.15% 71
2024
Q1 		$4.05M Buy
20,831
+2,510
+14% +$484K 0.17% 67
2023
Q4 		$3.42M Sell
18,321
-478
-3% -$90.6K 0.15% 67
2023
Q3 		$3.76M Buy
18,799
+13,957
+288% +$3.12M 0.18% 66
2023
Q2 		$1.21M Buy
4,842
+602
+14% +$158K 0.06% 108
2023
Q1 		$1.08M Hold
4,240
– – 0.05% 109
2022
Q4 		$982K Sell
4,240
-100
-2% -$23.1K 0.05% 113
2022
Q3 		$957K Buy
4,340
+1,781
+70% +$399K 0.05% 113
2022
Q2 		$551K Buy
2,559
+59
+2% +$12.9K 0.03% 151
2022
Q1 		$542K Hold
2,500
– – 0.02% 169
2021
Q4 		$484K Buy
2,500
+1,100
+79% +$199K 0.02% 187
2021
Q3 		$237K Hold
1,400
– – 0.01% 238
2021
Q2 		$244K Buy
+1,400
New +$236K 0.01% 237
2018
Q2 		– Sell
-2,825
Closed -$280K – 183
2018
Q1 		$280K Sell
2,825
-1,755
-38% -$181K 0.03% 136
2017
Q4 		$520K Sell
4,580
-2
-0% -$220 0.05% 108
2017
Q3 		$500K Sell
4,582
-1,895
-29% -$202K 0.05% 108
2017
Q2 		$695K Sell
6,477
-1,075
-14% -$119K 0.08% 93
2017
Q1 		$825K Sell
7,552
-2,642
-26% -$283K 0.1% 83
2016
Q4 		$1.05M Sell
10,194
-247
-2% -$24.4K 0.13% 77
2016
Q3 		$998K Sell
10,441
-19,652
-65% -$2.08M 0.13% 68
2016
Q2 		$3.42M Sell
30,093
-163,713
-84% -$15.3M 0.47% 42
2016
Q1 		$17.8M Buy
+193,806
New +$17.3M 2.57% 23

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Donaldson Capital Management's HSY Position: Q4 2024 in Review

Donaldson Capital Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 19,352 shares — an estimated $3.71M sold.

Donaldson Capital Management first reported a position in HSY in Q1 2016 and held it in 23 quarters. The position peaked at $17.8M in Q1 2016. 1,345 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Donaldson Capital Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Donaldson Capital Management sold 19,352 Hershey shares in Q4 2024, an estimated $3.71M.
  • Donaldson Capital Management first reported a position in Hershey in Q1 2016 and held it in 23 quarters.
  • Donaldson Capital Management's Hershey position peaked at $17.8M in Q1 2016.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Donaldson Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.