Moisand Fitzgerald Tamayo’s Hershey HSY Stock Holding History

Moisand Fitzgerald Tamayo’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	-17	Closed	-$3.18K	–	544
2025 Q3	$3.18K	Hold	17	–	–	﹤0.01%	473
2025 Q2	$2.82K	Hold	17	–	–	﹤0.01%	471
2025 Q1	$2.91K	Hold	17	–	–	﹤0.01%	460
2024 Q4	$2.88K	Hold	17	–	–	﹤0.01%	478
2024 Q3	$3.26K	Sell	17 -1	-6%	-$194	﹤0.01%	478
2024 Q2	$3.31K	Hold	18	–	–	﹤0.01%	438
2024 Q1	$3.5K	Buy	18 +1	+6%	+$193	﹤0.01%	425
2023 Q4	$3.17K	Sell	17 -6	-26%	-$1.14K	﹤0.01%	474
2023 Q3	$4.6K	Hold	23	–	–	﹤0.01%	443
2023 Q2	$5.74K	Hold	23	–	–	﹤0.01%	397
2023 Q1	$5.85K	Hold	23	–	–	﹤0.01%	395
2022 Q4	$5.33K	Buy	23 +6	+35%	+$1.38K	﹤0.01%	403
2022 Q3	$4K	Buy	+17	New	+$3.81K	﹤0.01%	401
2020 Q3	–	Sell	-56	Closed	-$7K	–	342
2020 Q2	$7K	Hold	56	–	–	﹤0.01%	204
2020 Q1	$7K	Hold	56	–	–	﹤0.01%	187
2019 Q4	$8K	Hold	56	–	–	﹤0.01%	209
2019 Q3	$9K	Hold	56	–	–	﹤0.01%	201
2019 Q2	$8K	Hold	56	–	–	﹤0.01%	205
2019 Q1	$6K	Hold	56	–	–	﹤0.01%	220
2018 Q4	$6K	Hold	56	–	–	﹤0.01%	212
2018 Q3	$6K	Hold	56	–	–	﹤0.01%	235
2018 Q2	$5K	Hold	56	–	–	﹤0.01%	225
2018 Q1	$6K	Hold	56	–	–	﹤0.01%	236
2017 Q4	$6K	Hold	56	–	–	﹤0.01%	210
2017 Q3	$6K	Buy	+56	New	+$5.97K	﹤0.01%	227
2016 Q2	–	Sell	-56	Closed	-$5K	–	110
2016 Q1	$5K	Hold	56	–	–	﹤0.01%	179
2015 Q4	$5K	Buy	+56	New	+$5.02K	﹤0.01%	173

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's HSY Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Hershey (HSY) in Q4 2025, closing a stake of 17 shares — an estimated $3.18K sold.

Moisand Fitzgerald Tamayo first reported a position in HSY in Q4 2015 and held it in 27 quarters. The position peaked at $9K in Q3 2019. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 17 Hershey shares in Q4 2025, an estimated $3.18K.
Moisand Fitzgerald Tamayo first reported a position in Hershey in Q4 2015 and held it in 27 quarters.
Moisand Fitzgerald Tamayo's Hershey position peaked at $9K in Q3 2019.
1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.