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LMR Partners’s Hershey HSY Stock Holding History

LMR Partners’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
Q4 		– Sell
-74,000
Closed -$13.8M – 1616
2025
Q3 		$13.8M Buy
74,000
+67,500
+1,038% +$12.3M 0.06% 245
2025
Q2 		$1.08M Sell
6,500
-2,025
-24% -$334K 0.01% 775
2025
Q1 		$1.46M Buy
+8,525
New +$1.4M 0.01% 716
2024
Q3 		– Sell
-33,503
Closed -$6.16M – 1388
2024
Q2 		$6.16M Buy
+33,503
New +$6.48M 0.05% 280
2021
Q2 		– Sell
-7,880
Closed -$1.25M – 1216
2021
Q1 		$1.25M Buy
7,880
+4,185
+113% +$630K 0.03% 433
2020
Q4 		$563K Buy
+3,695
New +$547K 0.01% 336
2020
Q2 		– Sell
-7,614
Closed -$1.05M – 618
2020
Q1 		$1.05M Sell
7,614
-2,259
-23% -$333K 0.05% 128
2019
Q4 		$1.45K Buy
9,873
+3,784
+62% +$561K ﹤0.01% 166
2019
Q3 		$944K Sell
6,089
-3,623
-37% -$547K 0.05% 179
2019
Q2 		$1.3M Buy
9,712
+4,989
+106% +$634K 0.05% 184
2019
Q1 		$542K Sell
4,723
-1,100
-19% -$120K 0.03% 244
2018
Q4 		$624K Buy
+5,823
New +$619K 0.03% 243
2017
Q3 		– Sell
-9,642
Closed -$1.04M – 421
2017
Q2 		$1.04M Buy
9,642
+7,159
+288% +$790K 0.07% 298
2017
Q1 		$272K Buy
+2,483
New +$266K 0.03% 306
2016
Q4 		– Sell
-15,077
Closed -$1.44M – 360
2016
Q3 		$1.44M Buy
+15,077
New +$1.6M 0.14% 147
2014
Q4 		– Sell
-2,491
Closed -$238K – 413
2014
Q3 		$238K Sell
2,491
-1,106
-31% -$102K 0.02% 241
2014
Q2 		$351K Buy
+3,597
New +$353K 0.03% 324

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LMR Partners's HSY Position: Q4 2025 in Review

LMR Partners sold out of Hershey (HSY) in Q4 2025, closing a stake of 74,000 shares — an estimated $13.8M sold.

LMR Partners first reported a position in HSY in Q2 2014 and held it in 17 quarters. The position peaked at $13.8M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • LMR Partners reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • LMR Partners sold 74,000 Hershey shares in Q4 2025, an estimated $13.8M.
  • LMR Partners first reported a position in Hershey in Q2 2014 and held it in 17 quarters.
  • LMR Partners's Hershey position peaked at $13.8M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.