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HSY icon

FullCircle Wealth’s Hershey HSY Stock Holding History

FullCircle Wealth’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 		$778K Sell
4,691
-37
-0.8% -$6.72K 0.27% 116
2025
Q2 		$900K Buy
4,728
+50
+1% +$8.24K 0.34% 104
2025
Q1 		$763K Buy
4,678
+645
+16% +$106K 0.31% 102
2024
Q4 		$649K Buy
4,033
+2,630
+187% +$472K 0.27% 113
2024
Q3 		$257K Buy
+1,403
New +$273K 0.12% 158

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

FullCircle Wealth's HSY Position: Q3 2025 in Review

FullCircle Wealth reduced its Hershey (HSY) stake by 0.78% in Q3 2025, selling an estimated $6.72K and leaving 4,691 shares worth $778K. The position accounts for 0.27% of the portfolio, ranked #116.

FullCircle Wealth first reported a position in HSY in Q3 2024 and has held it in 5 quarters since. The position peaked at $900K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • FullCircle Wealth held 4,691 shares of Hershey worth $778K as of Q3 2025.
  • FullCircle Wealth sold 37 Hershey shares in Q3 2025, an estimated $6.72K.
  • Hershey made up 0.27% of FullCircle Wealth's portfolio in Q3 2025, its #116 holding.
  • FullCircle Wealth first reported a position in Hershey in Q3 2024 and has held it in 5 quarters since.
  • FullCircle Wealth's Hershey position peaked at $900K in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.