Horan Capital Advisors’s Hershey HSY Stock Holding History

Horan Capital 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
2024 Q4	–	Sell	-1,664	Closed	-$319K	–	118
2024 Q3	$319K	Hold	1,664	–	–	0.11%	95
2024 Q2	$306K	Hold	1,664	–	–	0.11%	94
2024 Q1	$324K	Hold	1,664	–	–	0.12%	92
2023 Q4	$310K	Sell	1,664 -460	-22%	-$87.2K	0.11%	90
2023 Q3	$425K	Buy	2,124 +1,124	+112%	+$252K	0.17%	77
2023 Q2	$250K	Hold	1,000	–	–	0.1%	95
2023 Q1	$254K	Hold	1,000	–	–	0.1%	90
2022 Q4	$232K	Hold	1,000	–	–	0.1%	89
2022 Q3	$220K	Hold	1,000	–	–	0.11%	82
2022 Q2	$215K	Hold	1,000	–	–	0.1%	86
2022 Q1	$217K	Buy	+1,000	New	+$203K	0.09%	91
2020 Q4	–	Sell	-1,000	Closed	-$143K	–	163
2020 Q3	$143K	Buy	+1,000	New	+$142K	0.08%	96

Other funds holding HSY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Horan Capital Advisors's HSY Position: Q4 2024 in Review

Horan Capital Advisors sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,664 shares — an estimated $319K sold.

Horan Capital Advisors first reported a position in HSY in Q3 2020 and held it in 12 quarters. The position peaked at $425K in Q3 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

Horan Capital Advisors reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
Horan Capital Advisors sold 1,664 Hershey shares in Q4 2024, an estimated $319K.
Horan Capital Advisors first reported a position in Hershey in Q3 2020 and held it in 12 quarters.
Horan Capital Advisors's Hershey position peaked at $425K in Q3 2023.
1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Horan Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.