Members Trust
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Members Trust’s Hershey HSY Stock Holding History

Members Trust’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
Q1 		– Sell
-1,182
Closed -$200K – 128
2024
Q4 		$200K Buy
1,182
+10
+0.9% +$1.79K 0.01% 115
2024
Q3 		$225K Sell
1,172
-342
-23% -$66.5K 0.01% 112
2024
Q2 		$278K Sell
1,514
-89
-6% -$17.2K 0.01% 102
2024
Q1 		$312K Buy
1,603
+4
+0.3% +$772 0.01% 90
2023
Q4 		$294K Buy
1,599
+100
+7% +$18.9K 0.01% 93
2023
Q3 		$303K Sell
1,499
-100
-6% -$22.4K 0.01% 86
2023
Q2 		$399K Buy
+1,599
New +$419K 0.01% 73
2022
Q4 		– Sell
-1,980
Closed -$437K – 69
2022
Q3 		$437K Buy
1,980
+338
+21% +$75.8K 0.01% 65
2022
Q2 		$353K Hold
1,642
– – 0.01% 74
2022
Q1 		$356K Hold
1,642
– – 0.01% 82
2021
Q4 		$318K Hold
1,642
– – 0.01% 94
2021
Q3 		$282K Buy
1,642
+200
+14% +$35.3K 0.01% 99
2021
Q2 		$251K Sell
1,442
-465
-24% -$78.3K 0.01% 107
2021
Q1 		$302K Sell
1,907
-114
-6% -$17.2K 0.01% 89
2020
Q4 		$308K Buy
+2,021
New +$299K 0.01% 89

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

Members Trust's HSY Position: Q1 2025 in Review

Members Trust sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,182 shares — an estimated $200K sold.

Members Trust first reported a position in HSY in Q4 2020 and held it in 15 quarters. The position peaked at $437K in Q3 2022. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Members Trust reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Members Trust sold 1,182 Hershey shares in Q1 2025, an estimated $200K.
  • Members Trust first reported a position in Hershey in Q4 2020 and held it in 15 quarters.
  • Members Trust's Hershey position peaked at $437K in Q3 2022.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Members Trust's 13F filing for Q1 2025, filed 2 May 2025.