Lederer & Associates Investment Counsel’s Hershey HSY Stock Holding History

Lederer & Associates Investment Counsel’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	-10,844	Closed	-$1.84M	–	85
2024 Q4	$1.84M	Buy	10,844 +998	+10%	+$179K	1.28%	21
2024 Q3	$1.89M	Buy	9,846 +1,684	+21%	+$327K	1.33%	22
2024 Q2	$1.5M	Sell	8,162 -426	-5%	-$82.4K	1.09%	30
2024 Q1	$1.67M	Buy	8,588 +1,121	+15%	+$216K	1.16%	29
2023 Q4	$1.39M	Buy	+7,467	New	+$1.41M	1.03%	34
2015 Q3	$1.54M	Sell	16,715 -390	-2%	-$35.5K	1.71%	26
2015 Q2	$1.52M	Buy	17,105 +550	+3%	+$51.9K	1.56%	39
2015 Q1	$1.67M	Buy	16,555 +60	+0.4%	+$6.26K	1.63%	35
2014 Q4	$1.71M	Buy	+16,495	New	+$1.61M	1.7%	33

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lederer & Associates Investment Counsel's HSY Position: Q1 2025 in Review

Lederer & Associates Investment Counsel sold out of Hershey (HSY) in Q1 2025, closing a stake of 10,844 shares — an estimated $1.84M sold.

Lederer & Associates Investment Counsel first reported a position in HSY in Q4 2014 and held it in 9 quarters. The position peaked at $1.89M in Q3 2024. 1,344 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Lederer & Associates Investment Counsel reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 10,844 Hershey shares in Q1 2025, an estimated $1.84M.
Lederer & Associates Investment Counsel first reported a position in Hershey in Q4 2014 and held it in 9 quarters.
Lederer & Associates Investment Counsel's Hershey position peaked at $1.89M in Q3 2024.
1,344 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2025, filed 2 Apr 2025.