KIM
HSY icon

Kestra Investment Management’s Hershey HSY Stock Holding History

Kestra Investment 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
Q3 		– Sell
-5,385
Closed -$894K – 575
2025
Q2 		$894K Buy
5,385
+260
+5% +$42.9K 0.03% 207
2025
Q1 		$877K Buy
5,125
+4,989
+3,668% +$817K 0.03% 188
2024
Q4 		$23K Sell
136
-2,929
-96% -$525K ﹤0.01% 691
2024
Q3 		$588K Buy
+3,065
New +$596K 0.03% 189

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Kestra Investment Management's HSY Position: Q3 2025 in Review

Kestra Investment Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 5,385 shares — an estimated $894K sold.

Kestra Investment Management first reported a position in HSY in Q3 2024 and held it in 4 quarters. The position peaked at $894K in Q2 2025. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Kestra Investment Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5,385 Hershey shares in Q3 2025, an estimated $894K.
  • Kestra Investment Management first reported a position in Hershey in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Hershey position peaked at $894K in Q2 2025.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.