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Lindbrook Capital’s Hershey HSY Stock Holding History

Lindbrook Capital’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 		$118K Buy
690
+402
+140% +$65.8K 0.01% 611
2024
Q4 		$48.8K Sell
288
-224
-44% -$40.2K ﹤0.01% 819
2024
Q3 		$98.2K Buy
512
+85
+20% +$16.5K 0.01% 568
2024
Q2 		$78.5K Sell
427
-99
-19% -$19.2K 0.01% 619
2024
Q1 		$102K Buy
526
+118
+29% +$22.8K 0.01% 533
2023
Q4 		$76.1K Sell
408
-1,460
-78% -$277K 0.01% 602
2023
Q3 		$374K Sell
1,868
-116
-6% -$26K 0.04% 218
2023
Q2 		$495K Buy
1,984
+14
+0.7% +$3.67K 0.05% 181
2023
Q1 		$501K Buy
1,970
+29
+1% +$6.81K 0.06% 171
2022
Q4 		$449K Buy
1,941
+22
+1% +$5.07K 0.06% 195
2022
Q3 		$423K Buy
1,919
+66
+4% +$14.8K 0.07% 167
2022
Q2 		$399K Buy
1,853
+93
+5% +$20.3K 0.07% 177
2022
Q1 		$381K Buy
1,760
+43
+3% +$8.73K 0.06% 192
2021
Q4 		$332K Buy
1,717
+1,517
+759% +$275K 0.05% 209
2021
Q3 		$34K Hold
200
– – 0.01% 556
2021
Q2 		$35K Buy
200
+3
+2% +$505 0.01% 586
2021
Q1 		$31K Buy
197
+6
+3% +$904 0.01% 594
2020
Q4 		$29K Buy
191
+3
+2% +$444 0.01% 566
2020
Q3 		$27K Buy
188
+28
+18% +$3.97K 0.01% 523
2020
Q2 		$21K Hold
160
– – 0.01% 593
2020
Q1 		$21K Hold
160
– – 0.01% 525
2019
Q4 		$24K Sell
160
-33
-17% -$4.89K 0.01% 670
2019
Q3 		$30K Buy
193
+33
+21% +$4.98K 0.01% 571
2019
Q2 		$21K Hold
160
– – 0.01% 681
2019
Q1 		$18K Hold
160
– – 0.01% 734
2018
Q4 		$17K Buy
+160
New +$17K 0.01% 668

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's HSY Position: Q1 2025 in Review

Lindbrook Capital increased its Hershey (HSY) stake by 140% in Q1 2025, buying an estimated $65.8K and bringing the position to 690 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #611.

Lindbrook Capital first reported a position in HSY in Q4 2018 and has held it in 26 quarters since. The position peaked at $501K in Q1 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Lindbrook Capital held 690 shares of Hershey worth $118K as of Q1 2025.
  • Lindbrook Capital bought 402 Hershey shares in Q1 2025, an estimated $65.8K.
  • Hershey made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #611 holding.
  • Lindbrook Capital first reported a position in Hershey in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Hershey position peaked at $501K in Q1 2023.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.