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McAdam LLC’s Hershey HSY Stock Holding History

McAdam LLC’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
2024
Q4 		– Sell
-1,148
Closed -$220K – 363
2024
Q3 		$220K Buy
1,148
+37
+3% +$7.19K 0.01% 302
2024
Q2 		$204K Buy
+1,111
New +$215K 0.01% 301
2018
Q4 		– Sell
-104
Closed -$11K – 288
2018
Q3 		$11K Buy
104
+98
+1,633% +$9.69K ﹤0.01% 326
2018
Q2 		$1K Hold
6
– – ﹤0.01% 552
2018
Q1 		$1K Buy
+6
New +$620 ﹤0.01% 643

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

McAdam LLC's HSY Position: Q4 2024 in Review

McAdam LLC sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,148 shares — an estimated $220K sold.

McAdam LLC first reported a position in HSY in Q1 2018 and held it in 5 quarters. The position peaked at $220K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • McAdam LLC reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • McAdam LLC sold 1,148 Hershey shares in Q4 2024, an estimated $220K.
  • McAdam LLC first reported a position in Hershey in Q1 2018 and held it in 5 quarters.
  • McAdam LLC's Hershey position peaked at $220K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on McAdam LLC's 13F filing for Q4 2024, filed 24 Jan 2025.