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Lane & Associates’s Hershey HSY Stock Holding History

Lane & 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 		$241K Buy
+1,411
New +$231K 0.13% 109
2024
Q4 		– Sell
-1,385
Closed -$266K – 123
2024
Q3 		$266K Buy
+1,385
New +$269K 0.14% 101

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Lane & Associates's HSY Position: Q1 2025 in Review

Lane & Associates opened a new position in Hershey (HSY) in Q1 2025: 1,411 shares worth $241K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: Lane & Associates previously reported a position in HSY as recently as Q3 2024.

Lane & Associates first reported a position in HSY in Q3 2024 and has held it in 2 quarters since. The position peaked at $266K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Lane & Associates held 1,411 shares of Hershey worth $241K as of Q1 2025.
  • Hershey was a new Lane & Associates position in Q1 2025.
  • Hershey made up 0.13% of Lane & Associates's portfolio in Q1 2025, its #109 holding.
  • Lane & Associates first reported a position in Hershey in Q3 2024 and has held it in 2 quarters since.
  • Lane & Associates's Hershey position peaked at $266K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.