Lindsell Train’s Hershey HSY Stock Holding History

Lindsell Train’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	-5,100	Closed	-$846K	–	29
2025 Q2	$846K	Hold	5,100	–	–	0.02%	28
2025 Q1	$872K	Hold	5,100	–	–	0.02%	27
2024 Q4	$864K	Hold	5,100	–	–	0.02%	27
2024 Q3	$978K	Hold	5,100	–	–	0.02%	27
2024 Q2	$948K	Hold	5,100	–	–	0.02%	26
2024 Q1	$988K	Hold	5,100	–	–	0.02%	26
2023 Q4	$951K	Hold	5,100	–	–	0.02%	26
2023 Q3	$1.02M	Hold	5,100	–	–	0.02%	26
2023 Q2	$1.27M	Hold	5,100	–	–	0.02%	26
2023 Q1	$1.3M	Hold	5,100	–	–	0.02%	24
2022 Q4	$1.18M	Hold	5,100	–	–	0.02%	24
2022 Q3	$1.13M	Hold	5,100	–	–	0.02%	24
2022 Q2	$1.1M	Hold	5,100	–	–	0.02%	26
2022 Q1	$1.1M	Hold	5,100	–	–	0.02%	28
2021 Q4	$987K	Hold	5,100	–	–	0.01%	27
2021 Q3	$863K	Hold	5,100	–	–	0.01%	26
2021 Q2	$888K	Hold	5,100	–	–	0.01%	26
2021 Q1	$807K	Hold	5,100	–	–	0.01%	26
2020 Q4	$777K	Hold	5,100	–	–	0.01%	26
2020 Q3	$731K	Hold	5,100	–	–	0.01%	26
2020 Q2	$661K	Buy	+5,100	New	+$686K	0.01%	26
2015 Q2	–	Sell	-59,750	Closed	-$6.2M	–	11
2015 Q1	$6.2M	Hold	59,750	–	–	0.51%	10
2014 Q4	$6.21M	Hold	59,750	–	–	0.58%	9
2014 Q3	$5.7M	Hold	59,750	–	–	0.65%	9
2014 Q2	$5.82M	Hold	59,750	–	–	0.69%	9
2014 Q1	$6.24M	Buy	59,750 +3,000	+5%	+$307K	0.83%	9
2013 Q4	$5.52M	Buy	56,750 +2,000	+4%	+$192K	0.89%	9
2013 Q3	$5.06M	Buy	54,750 +3,500	+7%	+$326K	1.01%	9
2013 Q2	$4.58M	Buy	+51,250	New	+$4.53M	1.04%	9

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 $484B AUM 34.9% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lindsell Train's HSY Position: Q3 2025 in Review

Lindsell Train sold out of Hershey (HSY) in Q3 2025, closing a stake of 5,100 shares — an estimated $846K sold.

Lindsell Train first reported a position in HSY in Q2 2013 and held it in 29 quarters. The position peaked at $6.24M in Q1 2014. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Lindsell Train reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Lindsell Train sold 5,100 Hershey shares in Q3 2025, an estimated $846K.
Lindsell Train first reported a position in Hershey in Q2 2013 and held it in 29 quarters.
Lindsell Train's Hershey position peaked at $6.24M in Q1 2014.
1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Lindsell Train's 13F filing for Q3 2025, filed 12 Nov 2025.