EWM
HSY icon

Empirical Wealth Management’s Hershey HSY Stock Holding History

Empirical Wealth 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
Q4 		– Sell
-1,141
Closed -$213K – 935
2025
Q3 		$213K Buy
+1,141
New +$207K ﹤0.01% 734
2024
Q3 		– Sell
-1,088
Closed -$200K – 587
2024
Q2 		$200K Sell
1,088
-482
-31% -$93.3K 0.01% 540
2024
Q1 		$305K Sell
1,570
-381
-20% -$73.5K 0.01% 438
2023
Q4 		$364K Sell
1,951
-209
-10% -$39.6K 0.01% 368
2023
Q3 		$432K Sell
2,160
-7
-0.3% -$1.57K 0.02% 323
2023
Q2 		$541K Sell
2,167
-711
-25% -$186K 0.02% 293
2023
Q1 		$732K Sell
2,878
-814
-22% -$191K 0.03% 267
2022
Q4 		$855K Sell
3,692
-1,743
-32% -$402K 0.04% 229
2022
Q3 		$1.2M Buy
5,435
+1,532
+39% +$343K 0.06% 180
2022
Q2 		$840K Sell
3,903
-5,504
-59% -$1.2M 0.04% 224
2022
Q1 		$2.04M Buy
9,407
+4,001
+74% +$813K 0.1% 134
2021
Q4 		$1.05M Buy
5,406
+2,670
+98% +$483K 0.05% 210
2021
Q3 		$463K Sell
2,736
-40
-1% -$7.07K 0.03% 313
2021
Q2 		$484K Sell
2,776
-609
-18% -$103K 0.03% 304
2021
Q1 		$535K Sell
3,385
-2,422
-42% -$365K 0.04% 241
2020
Q4 		$885K Sell
5,807
-254
-4% -$37.6K 0.07% 166
2020
Q3 		$869K Buy
6,061
+1,485
+32% +$211K 0.07% 151
2020
Q2 		$593K Buy
4,576
+1,702
+59% +$229K 0.06% 180
2020
Q1 		$381K Buy
2,874
+1,415
+97% +$209K 0.04% 223
2019
Q4 		$214K Sell
1,459
-775
-35% -$115K 0.02% 304
2019
Q3 		$346K Buy
+2,234
New +$337K 0.04% 211

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empirical Wealth Management's HSY Position: Q4 2025 in Review

Empirical Wealth Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,141 shares — an estimated $213K sold.

Empirical Wealth Management first reported a position in HSY in Q3 2019 and held it in 21 quarters. The position peaked at $2.04M in Q1 2022. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Empirical Wealth Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 1,141 Hershey shares in Q4 2025, an estimated $213K.
  • Empirical Wealth Management first reported a position in Hershey in Q3 2019 and held it in 21 quarters.
  • Empirical Wealth Management's Hershey position peaked at $2.04M in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.