JA
HSY icon

JLB & Associates’s Hershey HSY Stock Holding History

JLB & Associates’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
2026
Q1 		$8.21M Sell
39,511
-10,411
-21% -$2.2M 1.18% 34
2025
Q4 		$9.08M Sell
49,922
-5,826
-10% -$1.07M 1.23% 33
2025
Q3 		$10.4M Sell
55,748
-5,143
-8% -$935K 1.37% 28
2025
Q2 		$10.1M Sell
60,891
-1,301
-2% -$214K 1.41% 29
2025
Q1 		$10.6M Sell
62,192
-749
-1% -$123K 1.48% 29
2024
Q4 		$10.7M Sell
62,941
-1,790
-3% -$321K 1.45% 29
2024
Q3 		$12.4M Buy
64,731
+22,562
+54% +$4.39M 1.6% 29
2024
Q2 		$7.75M Buy
42,169
+16,947
+67% +$3.28M 1.05% 36
2024
Q1 		$4.91M Buy
25,222
+8,727
+53% +$1.68M 0.65% 40
2023
Q4 		$3.08M Buy
16,495
+429
+3% +$81.3K 0.44% 48
2023
Q3 		$3.21M Buy
16,066
+691
+4% +$155K 0.5% 44
2023
Q2 		$3.84M Buy
15,375
+331
+2% +$86.8K 0.55% 41
2023
Q1 		$3.83M Buy
15,044
+595
+4% +$140K 0.58% 41
2022
Q4 		$3.35M Buy
14,449
+194
+1% +$44.7K 0.53% 43
2022
Q3 		$3.14M Buy
14,255
+435
+3% +$97.5K 0.56% 42
2022
Q2 		$2.97M Buy
13,820
+26
+0.2% +$5.67K 0.51% 43
2022
Q1 		$2.99M Buy
13,794
+3,055
+28% +$620K 0.45% 50
2021
Q4 		$2.08M Buy
10,739
+2,045
+24% +$370K 0.29% 57
2021
Q3 		$1.47M Buy
+8,694
New +$1.54M 0.23% 61

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return