Freedom Investment Management’s Hershey HSY Stock Holding History

Freedom Investment 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 Q3	–	Sell	-3,228	Closed	-$536K	–	384
2025 Q2	$536K	Sell	3,228 -496	-13%	-$81.8K	0.04%	425
2025 Q1	$637K	Sell	3,724 -937	-20%	-$153K	0.05%	357
2024 Q4	$789K	Buy	4,661 +386	+9%	+$69.2K	0.07%	300
2024 Q3	$820K	Buy	4,275 +117	+3%	+$22.7K	0.07%	299
2024 Q2	$764K	Sell	4,158 -330	-7%	-$63.9K	0.06%	307
2024 Q1	$873K	Buy	4,488 +1,791	+66%	+$345K	0.07%	282
2023 Q4	$503K	Buy	2,697 +183	+7%	+$34.7K	0.04%	433
2023 Q3	$503K	Buy	2,514 +686	+38%	+$154K	0.06%	361
2023 Q2	$456K	Buy	1,828 +761	+71%	+$200K	0.05%	422
2023 Q1	$271K	Sell	1,067 -8	-0.7%	-$1.88K	0.03%	577
2022 Q4	$249K	Buy	+1,075	New	+$248K	0.03%	618
2017 Q3	–	Sell	-4,257	Closed	-$457K	–	1122
2017 Q2	$457K	Buy	4,257 +411	+11%	+$45.3K	0.03%	601
2017 Q1	$420K	Buy	3,846 +247	+7%	+$26.5K	0.02%	613
2016 Q4	$372K	Buy	+3,599	New	+$355K	0.02%	594

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return