Helios Capital Management’s Hershey HSY Stock Holding History

Helios Capital 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 Q1	–	Sell	-4,300	Closed	-$728K	–	34
2024 Q4	$728K	Hold	4,300	–	–	0.43%	37
2024 Q3	$825K	Hold	4,300	–	–	0.51%	35
2024 Q2	$790K	Hold	4,300	–	–	0.51%	36
2024 Q1	$836K	Hold	4,300	–	–	0.59%	36
2023 Q4	$802K	Buy	+4,300	New	+$815K	0.64%	34
2022 Q3	$948K	Hold	4,300	–	–	1.82%	22
2022 Q2	$925K	Hold	4,300	–	–	1.74%	20
2022 Q1	$932K	Hold	4,300	–	–	1.97%	21
2021 Q4	$832K	Buy	+4,300	New	+$779K	0.75%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Helios Capital Management's HSY Position: Q1 2025 in Review

Helios Capital Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 4,300 shares — an estimated $728K sold.

Helios Capital Management first reported a position in HSY in Q4 2021 and held it in 9 quarters. The position peaked at $948K in Q3 2022. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Helios Capital Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Helios Capital Management sold 4,300 Hershey shares in Q1 2025, an estimated $728K.
Helios Capital Management first reported a position in Hershey in Q4 2021 and held it in 9 quarters.
Helios Capital Management's Hershey position peaked at $948K in Q3 2022.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Helios Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.