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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
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 $3.37T AUM 44.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Freedom Investment Management's HSY Position: Q3 2025 in Review

Freedom Investment Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 3,228 shares — an estimated $536K sold.

Freedom Investment Management first reported a position in HSY in Q4 2016 and held it in 14 quarters. The position peaked at $873K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Freedom Investment Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,228 Hershey shares in Q3 2025, an estimated $536K.
  • Freedom Investment Management first reported a position in Hershey in Q4 2016 and held it in 14 quarters.
  • Freedom Investment Management's Hershey position peaked at $873K in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.