Gifford Fong Associates’s Hershey HSY Stock Holding History

Gifford Fong Associates’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 Q4	$728K	Hold	4,000	–	–	0.15%	95
2025 Q3	$748K	Hold	4,000	–	–	0.16%	96
2025 Q2	$664K	Hold	4,000	–	–	0.15%	100
2025 Q1	$684K	Hold	4,000	–	–	0.17%	98
2024 Q4	$677K	Hold	4,000	–	–	0.17%	101
2024 Q3	$767K	Hold	4,000	–	–	0.19%	99
2024 Q2	$735K	Hold	4,000	–	–	0.19%	97
2024 Q1	$778K	Hold	4,000	–	–	0.21%	97
2023 Q4	$746K	Hold	4,000	–	–	0.16%	100
2023 Q3	$800K	Hold	4,000	–	–	0.19%	93
2023 Q2	$999K	Hold	4,000	–	–	0.23%	85
2023 Q1	$1.02M	Hold	4,000	–	–	0.27%	85
2022 Q4	$926K	Hold	4,000	–	–	0.21%	91
2022 Q3	$882K	Hold	4,000	–	–	0.22%	87
2022 Q2	$861K	Hold	4,000	–	–	0.2%	90
2022 Q1	$867K	Hold	4,000	–	–	0.16%	94
2021 Q4	$774K	Hold	4,000	–	–	0.14%	100
2021 Q3	$677K	Hold	4,000	–	–	0.13%	101
2021 Q2	$697K	Hold	4,000	–	–	0.14%	99
2021 Q1	$633K	Hold	4,000	–	–	0.14%	100
2020 Q4	$609K	Hold	4,000	–	–	0.14%	100
2020 Q3	$573K	Hold	4,000	–	–	0.15%	89
2020 Q2	$518K	Hold	4,000	–	–	0.16%	92
2020 Q1	$530K	Hold	4,000	–	–	0.19%	83
2019 Q4	$588K	Hold	4,000	–	–	0.17%	91
2019 Q3	$620K	Hold	4,000	–	–	0.2%	87
2019 Q2	$536K	Hold	4,000	–	–	0.18%	90
2019 Q1	$459K	Hold	4,000	–	–	0.15%	93
2018 Q4	$429K	Hold	4,000	–	–	0.16%	92
2018 Q3	$408K	Hold	4,000	–	–	0.13%	100
2018 Q2	$372K	Buy	+4,000	New	+$373K	0.13%	96

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gifford Fong Associates's HSY Position: Q4 2025 in Review

Gifford Fong Associates held its Hershey (HSY) position steady in Q4 2025 at 4,000 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #95.

Gifford Fong Associates first reported a position in HSY in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.02M in Q1 2023. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Gifford Fong Associates held 4,000 shares of Hershey worth $728K as of Q4 2025.
Gifford Fong Associates left its Hershey share count unchanged in Q4 2025.
Hershey made up 0.15% of Gifford Fong Associates's portfolio in Q4 2025, its #95 holding.
Gifford Fong Associates first reported a position in Hershey in Q2 2018 and has held it in 31 quarters since.
Gifford Fong Associates's Hershey position peaked at $1.02M in Q1 2023.
1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.