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McKinley Capital Management’s Hershey HSY Stock Holding History

McKinley 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
2023
Q3 		– Sell
-23,427
Closed -$5.85M – 166
2023
Q2 		$5.85M Sell
23,427
-1,832
-7% -$481K 0.78% 38
2023
Q1 		$6.43M Sell
25,259
-3,160
-11% -$742K 0.85% 34
2022
Q4 		$6.58M Sell
28,419
-382
-1% -$88.1K 0.88% 34
2022
Q3 		$6.35M Sell
28,801
-127
-0.4% -$28.5K 0.86% 27
2022
Q2 		$6.22M Buy
28,928
+1,729
+6% +$377K 0.81% 31
2022
Q1 		$5.89M Buy
+27,199
New +$5.52M 0.59% 59
2014
Q2 		– Sell
-18,150
Closed -$1.9M – 365
2014
Q1 		$1.9M Sell
18,150
-6,241
-26% -$638K 0.08% 180
2013
Q4 		$2.37M Sell
24,391
-5,889
-19% -$566K 0.09% 176
2013
Q3 		$2.8M Hold
30,280
– – 0.12% 156
2013
Q2 		$2.7M Buy
+30,280
New +$2.68M 0.14% 143

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McKinley Capital Management's HSY Position: Q3 2023 in Review

McKinley Capital Management sold out of Hershey (HSY) in Q3 2023, closing a stake of 23,427 shares — an estimated $5.85M sold.

McKinley Capital Management first reported a position in HSY in Q2 2013 and held it in 10 quarters. The position peaked at $6.58M in Q4 2022. 1,298 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • McKinley Capital Management reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • McKinley Capital Management sold 23,427 Hershey shares in Q3 2023, an estimated $5.85M.
  • McKinley Capital Management first reported a position in Hershey in Q2 2013 and held it in 10 quarters.
  • McKinley Capital Management's Hershey position peaked at $6.58M in Q4 2022.
  • 1,298 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on McKinley Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.