Mitchell McLeod Pugh & Williams’s Hershey HSY Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.06M	Buy	5,097 +8	+0.2%	+$1.69K	0.16%	121
2025 Q4	$1.18M	Sell	5,089 -10	-0.2%	-$1.83K	0.17%	117
2025 Q3	$919K	Sell	5,099 -95	-2%	-$17.3K	0.15%	127
2025 Q2	$862K	Buy	5,194 +528	+11%	+$87K	0.16%	130
2025 Q1	$798K	Sell	4,666 -116	-2%	-$19K	0.17%	127
2024 Q4	$810K	Buy	4,782 +2,223	+87%	+$399K	0.17%	124
2024 Q3	$491K	Hold	2,559	–	–	0.1%	178
2024 Q2	$470K	Hold	2,559	–	–	0.11%	170
2024 Q1	$498K	Sell	2,559 -16	-0.6%	-$3.09K	0.12%	162
2023 Q4	$480K	Hold	2,575	–	–	0.13%	158
2023 Q3	$515K	Buy	2,575 +1,179	+84%	+$264K	0.15%	146
2023 Q2	$349K	Sell	1,396 -130	-9%	-$34.1K	0.1%	183
2023 Q1	$388K	Hold	1,526	–	–	0.12%	173
2022 Q4	$353K	Hold	1,526	–	–	0.12%	183
2022 Q3	$336K	Buy	1,526 +316	+26%	+$70.8K	0.13%	166
2022 Q2	$260K	Hold	1,210	–	–	0.1%	182
2022 Q1	$262K	Hold	1,210	–	–	0.09%	198
2021 Q4	$234K	Hold	1,210	–	–	0.08%	210
2021 Q3	$205K	Hold	1,210	–	–	0.08%	219
2021 Q2	$211K	Buy	+1,210	New	+$204K	0.08%	215

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