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Midland Wealth Advisors’s Hershey HSY Stock Holding History

Midland Wealth 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
2025
Q4 		– Sell
-3,600
Closed -$673K – 171
2025
Q3 		$673K Hold
3,600
– – 0.04% 97
2025
Q2 		$597K Hold
3,600
– – 0.03% 108
2025
Q1 		$616K Hold
3,600
– – 0.04% 113
2024
Q4 		$610K Hold
3,600
– – 0.04% 120
2024
Q3 		$690K Sell
3,600
-510
-12% -$99.1K 0.04% 117
2024
Q2 		$756K Hold
4,110
– – 0.04% 110
2024
Q1 		$799K Hold
4,110
– – 0.05% 104
2023
Q4 		$766K Buy
+4,110
New +$779K 0.05% 108

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Midland Wealth Advisors's HSY Position: Q4 2025 in Review

Midland Wealth Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 3,600 shares — an estimated $673K sold.

Midland Wealth Advisors first reported a position in HSY in Q4 2023 and held it in 8 quarters. The position peaked at $799K in Q1 2024. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Midland Wealth Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 3,600 Hershey shares in Q4 2025, an estimated $673K.
  • Midland Wealth Advisors first reported a position in Hershey in Q4 2023 and held it in 8 quarters.
  • Midland Wealth Advisors's Hershey position peaked at $799K in Q1 2024.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Midland Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.