MAI Capital Management’s Hershey HSY Stock Holding History

MAI Capital Management’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
2026 Q1	$2.54M	Sell	12,197 -424	-3%	-$89.4K	0.01%	534
2025 Q4	$2.3M	Buy	12,621 +900	+8%	+$165K	0.01%	537
2025 Q3	$2.19M	Sell	11,721 -241	-2%	-$43.8K	0.01%	516
2025 Q2	$1.99M	Sell	11,962 -4,352	-27%	-$717K	0.01%	490
2025 Q1	$2.79M	Sell	16,314 -33,186	-67%	-$5.43M	0.02%	422
2024 Q4	$8.38M	Sell	49,500 -73,660	-60%	-$13.2M	0.06%	252
2024 Q3	$23.6M	Buy	123,160 +12,832	+12%	+$2.49M	0.22%	90
2024 Q2	$20.3M	Buy	110,328 +72,126	+189%	+$14M	0.2%	94
2024 Q1	$7.43M	Buy	38,202 +34,403	+906%	+$6.64M	0.08%	201
2023 Q4	$708K	Buy	3,799 +945	+33%	+$179K	0.01%	585
2023 Q3	$571K	Buy	2,854 +786	+38%	+$176K	0.01%	596
2023 Q2	$516K	Buy	2,068 +327	+19%	+$85.8K	0.01%	625
2023 Q1	$443K	Buy	1,741 +53	+3%	+$12.5K	0.01%	673
2022 Q4	$391K	Buy	+1,688	New	+$389K	0.01%	684
2016 Q3	–	Sell	-1,834	Closed	-$208K	–	451
2016 Q2	$208K	Sell	1,834 -507	-22%	-$47.5K	0.02%	385
2016 Q1	$216K	Buy	+2,341	New	+$209K	0.02%	372

Other funds holding HSY

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Fidelity Investments

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return