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Fulcrum Capital’s Hershey HSY Stock Holding History

Fulcrum 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
-39,354
Closed -$6.66M – 112
2024
Q4 		$6.66M Buy
39,354
+1,058
+3% +$190K 1.4% 23
2024
Q3 		$7.34M Buy
38,296
+94
+0.2% +$18.3K 1.6% 25
2024
Q2 		$7.02M Buy
38,202
+301
+0.8% +$58.2K 1.6% 25
2024
Q1 		$7.37M Buy
37,901
+596
+2% +$115K 1.75% 20
2023
Q4 		$6.96M Buy
37,305
+9,858
+36% +$1.87M 1.8% 22
2023
Q3 		$5.49M Sell
27,447
-33
-0.1% -$7.39K 1.59% 22
2023
Q2 		$6.86M Sell
27,480
-1,996
-7% -$524K 1.8% 20
2023
Q1 		$7.5M Sell
29,476
-769
-3% -$181K 2.02% 19
2022
Q4 		$7M Buy
30,245
+812
+3% +$187K 2.02% 18
2022
Q3 		$6.49M Sell
29,433
-403
-1% -$90.3K 1.93% 23
2022
Q2 		$6.42M Buy
+29,836
New +$6.5M 2.02% 20

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Fulcrum Capital's HSY Position: Q1 2025 in Review

Fulcrum Capital sold out of Hershey (HSY) in Q1 2025, closing a stake of 39,354 shares — an estimated $6.66M sold.

Fulcrum Capital first reported a position in HSY in Q2 2022 and held it in 11 quarters. The position peaked at $7.5M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Fulcrum Capital reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Capital sold 39,354 Hershey shares in Q1 2025, an estimated $6.66M.
  • Fulcrum Capital first reported a position in Hershey in Q2 2022 and held it in 11 quarters.
  • Fulcrum Capital's Hershey position peaked at $7.5M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Fulcrum Capital's 13F filing for Q1 2025, filed 8 Apr 2025.