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Halbert Hargrove Global Advisors’s Hershey HSY Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-39
Closed -$7.29K – 544
2025
Q3 		$7.29K Buy
+39
New +$7.09K ﹤0.01% 369
2025
Q1 		– Hold
0
– – – 661

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's HSY Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 39 shares — an estimated $7.29K sold.

Halbert Hargrove Global Advisors first reported a position in HSY in Q3 2025 and held it in 1 quarter. The position peaked at $7.29K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 39 Hershey shares in Q4 2025, an estimated $7.29K.
  • Halbert Hargrove Global Advisors first reported a position in Hershey in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Hershey position peaked at $7.29K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.