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Montag & Caldwell’s Hershey HSY Stock Holding History

Montag & Caldwell’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
Q2 		$24.9K Hold
150
– – 0.01% 108
2025
Q1 		$25.7K Hold
150
– – 0.01% 106
2024
Q4 		$25.4K Buy
+150
New +$26.9K 0.01% 112

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

Montag & Caldwell's HSY Position: Q2 2025 in Review

Montag & Caldwell held its Hershey (HSY) position steady in Q2 2025 at 150 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #108.

Montag & Caldwell first reported a position in HSY in Q4 2024 and has held it in 3 quarters since. The position peaked at $25.7K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Montag & Caldwell held 150 shares of Hershey worth $24.9K as of Q2 2025.
  • Montag & Caldwell left its Hershey share count unchanged in Q2 2025.
  • Hershey made up 0.01% of Montag & Caldwell's portfolio in Q2 2025, its #108 holding.
  • Montag & Caldwell first reported a position in Hershey in Q4 2024 and has held it in 3 quarters since.
  • Montag & Caldwell's Hershey position peaked at $25.7K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.