Kelly Lawrence W & Associates’s Hershey HSY Stock Holding History

Kelly Lawrence W & 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
2025 Q1	–	Sell	-16	Closed	-$2.71K	–	169
2024 Q4	$2.71K	Hold	16	–	–	﹤0.01%	157
2024 Q3	$3.07K	Hold	16	–	–	﹤0.01%	159
2024 Q2	$2.94K	Hold	16	–	–	﹤0.01%	164
2024 Q1	$3.11K	Hold	16	–	–	﹤0.01%	167
2023 Q4	$2.98K	Hold	16	–	–	﹤0.01%	161
2023 Q3	$3.2K	Hold	16	–	–	﹤0.01%	151
2023 Q2	$4.13K	Hold	16	–	–	﹤0.01%	144
2023 Q1	$4.07K	Hold	16	–	–	﹤0.01%	148
2022 Q4	$3.71K	Hold	16	–	–	﹤0.01%	148
2022 Q3	$4K	Hold	16	–	–	﹤0.01%	160
2022 Q2	$3K	Buy	+16	New	+$3.49K	﹤0.01%	161
2017 Q2	–	Sell	-67	Closed	-$7K	–	164
2017 Q1	$7K	Hold	67	–	–	﹤0.01%	152
2016 Q4	$7K	Sell	67 -25	-27%	-$2.47K	﹤0.01%	150
2016 Q3	$9K	Sell	92 -17	-16%	-$1.8K	﹤0.01%	159
2016 Q2	$12K	Hold	109	–	–	﹤0.01%	174
2016 Q1	$10K	Hold	109	–	–	﹤0.01%	145
2015 Q4	$10K	Hold	109	–	–	﹤0.01%	148
2015 Q3	$10K	Hold	109	–	–	﹤0.01%	130
2015 Q2	$10K	Hold	109	–	–	﹤0.01%	130
2015 Q1	$11K	Hold	109	–	–	﹤0.01%	113
2014 Q4	$11K	Buy	+109	New	+$10.6K	﹤0.01%	118
2014 Q3	–	Sell	-109	Closed	-$11K	–	98
2014 Q2	$11K	Sell	109 -65,775	-100%	-$6.45M	﹤0.01%	118
2014 Q1	$6.88M	Sell	65,884 -4,400	-6%	-$450K	1.58%	32
2013 Q4	$6.83M	Sell	70,284 -8,300	-11%	-$798K	1.52%	33
2013 Q3	$7.27M	Sell	78,584 -5,100	-6%	-$475K	1.72%	31
2013 Q2	$7.47M	Buy	+83,684	New	+$7.39M	1.9%	28

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

Kelly Lawrence W & Associates's HSY Position: Q1 2025 in Review

Kelly Lawrence W & Associates sold out of Hershey (HSY) in Q1 2025, closing a stake of 16 shares — an estimated $2.71K sold.

Kelly Lawrence W & Associates first reported a position in HSY in Q2 2013 and held it in 26 quarters. The position peaked at $7.47M in Q2 2013. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Kelly Lawrence W & Associates reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Kelly Lawrence W & Associates sold 16 Hershey shares in Q1 2025, an estimated $2.71K.
Kelly Lawrence W & Associates first reported a position in Hershey in Q2 2013 and held it in 26 quarters.
Kelly Lawrence W & Associates's Hershey position peaked at $7.47M in Q2 2013.
1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2025, filed 14 May 2025.