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Financial Freedom LLC’s Hershey HSY Stock Holding History

Financial Freedom 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
Q4 		– Sell
-100
Closed -$18.7K – 354
2025
Q3 		$18.7K Hold
100
– – 0.01% 237
2025
Q2 		$16.6K Hold
100
– – 0.01% 240
2025
Q1 		$17.1K Hold
100
– – 0.01% 240
2024
Q4 		$16.9K Hold
100
– – 0.01% 236
2024
Q3 		$19.2K Hold
100
– – 0.01% 224
2024
Q2 		$18.4K Hold
100
– – 0.01% 227
2024
Q1 		$19.4K Hold
100
– – 0.01% 227
2023
Q4 		$18.6K Hold
100
– – 0.01% 230
2023
Q3 		$20K Hold
100
– – 0.01% 218
2023
Q2 		$25K Hold
100
– – 0.02% 194
2023
Q1 		$25.4K Hold
100
– – 0.02% 189
2022
Q4 		$23.2K Buy
+100
New +$23.1K 0.02% 197

Other funds holding HSY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return