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Forte Capital’s Hershey HSY Stock Holding History

Forte Capital’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
Q1 		– Sell
-2,409
Closed -$408K – 238
2024
Q4 		$408K Sell
2,409
-665
-22% -$119K 0.05% 181
2024
Q3 		$590K Buy
3,074
+635
+26% +$123K 0.07% 156
2024
Q2 		$448K Buy
2,439
+35
+1% +$6.77K 0.05% 166
2024
Q1 		$468K Buy
2,404
+428
+22% +$82.6K 0.06% 164
2023
Q4 		$368K Sell
1,976
-180
-8% -$34.1K 0.05% 169
2023
Q3 		$431K Sell
2,156
-5
-0.2% -$1.12K 0.07% 145
2023
Q2 		$540K Buy
2,161
+95
+5% +$24.9K 0.08% 130
2023
Q1 		$526K Buy
2,066
+170
+9% +$39.9K 0.08% 132
2022
Q4 		$439K Buy
1,896
+95
+5% +$21.9K 0.08% 143
2022
Q3 		$397K Buy
+1,801
New +$404K 0.07% 139

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $11.8B AUM 0.75% 1-Year Est. Return

Forte Capital's HSY Position: Q1 2025 in Review

Forte Capital sold out of Hershey (HSY) in Q1 2025, closing a stake of 2,409 shares — an estimated $408K sold.

Forte Capital first reported a position in HSY in Q3 2022 and held it in 10 quarters. The position peaked at $590K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Forte Capital reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Forte Capital sold 2,409 Hershey shares in Q1 2025, an estimated $408K.
  • Forte Capital first reported a position in Hershey in Q3 2022 and held it in 10 quarters.
  • Forte Capital's Hershey position peaked at $590K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Forte Capital's 13F filing for Q1 2025, filed 2 May 2025.