KFG Wealth Management’s Hershey HSY Stock Holding History

KFG Wealth 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
2026 Q1	$730K	Sell	3,512 -80	-2%	-$16.9K	0.09%	99
2025 Q4	$654K	Sell	3,592 -736	-17%	-$135K	0.09%	103
2025 Q3	$810K	Sell	4,328 -1,165	-21%	-$212K	0.12%	87
2025 Q2	$912K	Buy	5,493 +454	+9%	+$74.8K	0.15%	79
2025 Q1	$862K	Buy	5,039 +682	+16%	+$112K	0.16%	75
2024 Q4	$738K	Buy	4,357 +765	+21%	+$137K	0.14%	86
2024 Q3	$689K	Sell	3,592 -57	-2%	-$11.1K	0.15%	90
2024 Q2	$671K	Buy	3,649 +62	+2%	+$12K	0.27%	71
2024 Q1	$698K	Buy	3,587 +321	+10%	+$61.9K	0.29%	67
2023 Q4	$609K	Sell	3,266 -74	-2%	-$14K	0.28%	62
2023 Q3	$668K	Buy	3,340 +1,049	+46%	+$235K	0.36%	53
2023 Q2	$572K	Buy	2,291 +1,116	+95%	+$293K	0.33%	52
2023 Q1	$303K	Buy	+1,175	New	+$276K	0.21%	61

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B 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