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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

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Freedom LLC's HSY Position: Q4 2025 in Review

Financial Freedom LLC sold out of Hershey (HSY) in Q4 2025, closing a stake of 100 shares — an estimated $18.7K sold.

Financial Freedom LLC first reported a position in HSY in Q4 2022 and held it in 12 quarters. The position peaked at $25.4K in Q1 2023. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Financial Freedom LLC reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Financial Freedom LLC sold 100 Hershey shares in Q4 2025, an estimated $18.7K.
  • Financial Freedom LLC first reported a position in Hershey in Q4 2022 and held it in 12 quarters.
  • Financial Freedom LLC's Hershey position peaked at $25.4K in Q1 2023.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Financial Freedom LLC's 13F filing for Q4 2025, filed 17 Feb 2026.