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Gerber Kawasaki Wealth & Investment Management’s Hershey HSY Stock Holding History

Gerber Kawasaki Wealth & 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
Q2 		– Sell
-1,295
Closed -$222K – 321
2025
Q1 		$222K Buy
+1,295
New +$212K 0.01% 279
2021
Q4 		– Sell
-35
Closed -$5K – 637
2021
Q3 		$5K Buy
+35
New +$6.18K ﹤0.01% 762

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 $427B AUM 29.17% 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 $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

Gerber Kawasaki Wealth & Investment Management's HSY Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,295 shares — an estimated $222K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HSY in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q1 2025. 1,312 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,295 Hershey shares in Q2 2025, an estimated $222K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Hershey in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Hershey position peaked at $222K in Q1 2025.
  • 1,312 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.