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MOKAN Wealth Management’s Hershey HSY Stock Holding History

MOKAN Wealth 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
Q4 		– Sell
-11,419
Closed -$2.14M – 109
2025
Q3 		$2.14M Sell
11,419
-1,316
-10% -$239K 1.07% 28
2025
Q2 		$2.11M Buy
12,735
+2,127
+20% +$351K 1.18% 28
2025
Q1 		$1.81M Buy
10,608
+745
+8% +$122K 1.09% 31
2024
Q4 		$1.67M Buy
+9,863
New +$1.77M 1.06% 28

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MOKAN Wealth Management's HSY Position: Q4 2025 in Review

MOKAN Wealth Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 11,419 shares — an estimated $2.14M sold.

MOKAN Wealth Management first reported a position in HSY in Q4 2024 and held it in 4 quarters. The position peaked at $2.14M in Q3 2025. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • MOKAN Wealth Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • MOKAN Wealth Management sold 11,419 Hershey shares in Q4 2025, an estimated $2.14M.
  • MOKAN Wealth Management first reported a position in Hershey in Q4 2024 and held it in 4 quarters.
  • MOKAN Wealth Management's Hershey position peaked at $2.14M in Q3 2025.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

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