McClarren Financial Advisors’s Hershey HSY Stock Holding History

McClarren Financial Advisors’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	$479K	Buy	2,306 +2,019	+703%	+$426K	0.28%	50
2025 Q4	$419K	Sell	287 -2,100	-88%	-$384K	0.25%	51
2025 Q3	$431K	Sell	2,387 -117	-5%	-$21.3K	0.26%	51
2025 Q2	$416K	Buy	2,504 +91	+4%	+$15K	0.27%	49
2025 Q1	$401K	Buy	+2,413	New	+$395K	0.27%	51
2024 Q4	–	Sell	-191	Closed	-$19	–	250
2024 Q3	$19	Buy	191 +8	+4%	+$1.55K	﹤0.01%	166
2024 Q2	$412K	Sell	183 -2,060	-92%	-$399K	0.29%	49
2024 Q1	$437K	Buy	2,243 +1	+0%	+$193	0.31%	49
2023 Q4	$418K	Buy	2,242 +15	+0.7%	+$2.84K	0.32%	47
2023 Q3	$445K	Hold	2,227	–	–	0.39%	41
2023 Q2	$556K	Buy	2,227 +8	+0.4%	+$2.1K	0.46%	38
2023 Q1	$564K	Buy	2,219 +10	+0.5%	+$2.35K	0.51%	35
2022 Q4	$511K	Buy	2,209 +9	+0.4%	+$2.08K	0.49%	37
2022 Q3	$485K	Buy	+2,200	New	+$493K	0.48%	32

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