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Global Financial Private Client’s Hershey HSY Stock Holding History

Global Financial Private Client’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
-17
Closed -$2.91K – 829
2025
Q1 		$2.91K Buy
17
+13
+325% +$2.13K ﹤0.01% 780
2024
Q4 		$677 Buy
+4
New +$717 ﹤0.01% 859

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
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

Global Financial Private Client's HSY Position: Q2 2025 in Review

Global Financial Private Client sold out of Hershey (HSY) in Q2 2025, closing a stake of 17 shares — an estimated $2.91K sold.

Global Financial Private Client first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $2.91K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Global Financial Private Client reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 17 Hershey shares in Q2 2025, an estimated $2.91K.
  • Global Financial Private Client first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Hershey position peaked at $2.91K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.