Madden Securities’s Hershey HSY Stock Holding History

Madden Securities’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 Q2	–	Sell	-1,205	Closed	-$206K	–	117
2025 Q1	$206K	Buy	+1,205	New	+$197K	0.08%	115
2024 Q3	–	Sell	-1,176	Closed	-$216K	–	108
2024 Q2	$216K	Hold	1,176	–	–	0.1%	99
2024 Q1	$229K	Sell	1,176 -200	-15%	-$38.6K	0.11%	90
2023 Q4	$257K	Hold	1,376	–	–	0.14%	81
2023 Q3	$275K	Hold	1,376	–	–	0.16%	76
2023 Q2	$344K	Sell	1,376 -275	-17%	-$72.1K	0.18%	72
2023 Q1	$420K	Sell	1,651 -150	-8%	-$35.2K	0.22%	68
2022 Q4	$417K	Sell	1,801 -15	-0.8%	-$3.46K	0.22%	72
2022 Q3	$400K	Hold	1,816	–	–	0.24%	72
2022 Q2	$391K	Buy	1,816 +180	+11%	+$39.2K	0.21%	75
2022 Q1	$354K	Hold	1,636	–	–	0.16%	80
2021 Q4	$316K	Hold	1,636	–	–	0.15%	88
2021 Q3	$277K	Hold	1,636	–	–	0.15%	93
2021 Q2	$285K	Hold	1,636	–	–	0.15%	117
2021 Q1	$259K	Sell	1,636 -70	-4%	-$10.5K	0.15%	119
2020 Q4	$260K	Hold	1,706	–	–	0.17%	109
2020 Q3	$245K	Hold	1,706	–	–	0.18%	102
2020 Q2	$221K	Buy	+1,706	New	+$229K	0.2%	92
2019 Q4	$309K	Buy	+2,116	New	+$314K	0.31%	83

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Madden Securities's HSY Position: Q2 2025 in Review

Madden Securities sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,205 shares — an estimated $206K sold.

Madden Securities first reported a position in HSY in Q4 2019 and held it in 19 quarters. The position peaked at $420K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Madden Securities reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
Madden Securities sold 1,205 Hershey shares in Q2 2025, an estimated $206K.
Madden Securities first reported a position in Hershey in Q4 2019 and held it in 19 quarters.
Madden Securities's Hershey position peaked at $420K in Q1 2023.
1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Madden Securities's 13F filing for Q2 2025, filed 23 Jul 2025.