EWM
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Executive Wealth Management’s Hershey HSY Stock Holding History

Executive 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
2024
Q4 		$7.07M Buy
41,751
+1,437
+4% +$258K 0.55% 63
2024
Q3 		$7.73M Buy
+40,314
New +$7.84M 0.61% 53
2024
Q2 		– Sell
-38,641
Closed -$7.66M – 173
2024
Q1 		$7.66M Buy
+38,641
New +$7.45M 0.67% 51
2019
Q3 		– Sell
-114
Closed -$15K – 415
2019
Q2 		$15K Hold
114
– – ﹤0.01% 525
2019
Q1 		$13K Sell
114
-69
-38% -$7.51K ﹤0.01% 500
2018
Q4 		$20K Buy
+183
New +$19.5K ﹤0.01% 428

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

Executive Wealth Management's HSY Position: Q4 2024 in Review

Executive Wealth Management increased its Hershey (HSY) stake by 3.6% in Q4 2024, buying an estimated $258K and bringing the position to 41,751 shares worth $7.07M. The position accounts for 0.55% of the portfolio, ranked #63.

Executive Wealth Management first reported a position in HSY in Q4 2018 and has held it in 6 quarters since. The position peaked at $7.73M in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Executive Wealth Management held 41,751 shares of Hershey worth $7.07M as of Q4 2024.
  • Executive Wealth Management bought 1,437 Hershey shares in Q4 2024, an estimated $258K.
  • Hershey made up 0.55% of Executive Wealth Management's portfolio in Q4 2024, its #63 holding.
  • Executive Wealth Management first reported a position in Hershey in Q4 2018 and has held it in 6 quarters since.
  • Executive Wealth Management's Hershey position peaked at $7.73M in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.