MCM
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McRae Capital Management’s Hershey HSY Stock Holding History

McRae 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
2025
Q2 		– Sell
-44,122
Closed -$7.55M – 106
2025
Q1 		$7.55M Buy
44,122
+1,800
+4% +$295K 1.59% 25
2024
Q4 		$7.17M Buy
42,322
+5,720
+16% +$1.03M 1.41% 26
2024
Q3 		$7.02M Buy
36,602
+550
+2% +$107K 1.37% 26
2024
Q2 		$6.63M Buy
36,052
+21,888
+155% +$4.23M 1.51% 25
2024
Q1 		$2.75M Buy
14,164
+4,465
+46% +$861K 0.6% 27
2023
Q4 		$1.81M Sell
9,699
-90
-0.9% -$17.1K 0.45% 30
2023
Q3 		$1.96M Sell
9,789
-249
-2% -$55.7K 0.58% 30
2023
Q2 		$2.51M Sell
10,038
-165
-2% -$43.3K 0.71% 30
2023
Q1 		$2.6M Sell
10,203
-48
-0.5% -$11.3K 0.75% 31
2022
Q4 		$2.37M Sell
10,251
-1,085
-10% -$250K 0.69% 32
2022
Q3 		$2.5M Sell
11,336
-375
-3% -$84K 0.76% 32
2022
Q2 		$2.52M Sell
11,711
-775
-6% -$169K 0.68% 34
2022
Q1 		$2.71M Sell
12,486
-198
-2% -$40.2K 0.61% 35
2021
Q4 		$2.45M Sell
12,684
-15
-0.1% -$2.72K 0.51% 35
2021
Q3 		$2.15M Buy
12,699
+127
+1% +$22.4K 0.47% 35
2021
Q2 		$2.19M Buy
12,572
+2,617
+26% +$441K 0.5% 34
2021
Q1 		$1.57M Buy
9,955
+8,455
+564% +$1.27M 0.39% 37
2020
Q4 		$228K Buy
+1,500
New +$222K 0.07% 93

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

McRae Capital Management's HSY Position: Q2 2025 in Review

McRae Capital Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 44,122 shares — an estimated $7.55M sold.

McRae Capital Management first reported a position in HSY in Q4 2020 and held it in 18 quarters. The position peaked at $7.55M in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • McRae Capital Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • McRae Capital Management sold 44,122 Hershey shares in Q2 2025, an estimated $7.55M.
  • McRae Capital Management first reported a position in Hershey in Q4 2020 and held it in 18 quarters.
  • McRae Capital Management's Hershey position peaked at $7.55M in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on McRae Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.