GWM
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Graybill Wealth Management’s Hershey HSY Stock Holding History

Graybill Wealth 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
-325
Closed -$55.6K – 111
2025
Q1 		$55.6K Buy
+325
New +$53.2K 0.02% 97
2023
Q2 		– Sell
-925
Closed -$235K – 54
2023
Q1 		$235K Sell
925
-225
-20% -$52.9K 0.12% 50
2022
Q4 		$266K Hold
1,150
– – 0.14% 49
2022
Q3 		$254K Buy
+1,150
New +$258K 0.15% 47

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

Graybill Wealth Management's HSY Position: Q2 2025 in Review

Graybill Wealth Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 325 shares — an estimated $55.6K sold.

Graybill Wealth Management first reported a position in HSY in Q3 2022 and held it in 4 quarters. The position peaked at $266K in Q4 2022. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Graybill Wealth Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 325 Hershey shares in Q2 2025, an estimated $55.6K.
  • Graybill Wealth Management first reported a position in Hershey in Q3 2022 and held it in 4 quarters.
  • Graybill Wealth Management's Hershey position peaked at $266K in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.