MFG
HSY icon

Monte Financial Group’s Hershey HSY Stock Holding History

Monte Financial Group’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 		$6.46M Sell
31,090
-7,309
-19% -$1.54M 2.3% 12
2025
Q4 		$6.99M Sell
38,399
-3,144
-8% -$575K 2.6% 4
2025
Q3 		$7.77M Buy
41,543
+178
+0.4% +$32.3K 2.86% 3
2025
Q2 		$6.86M Buy
41,365
+251
+0.6% +$41.4K 2.67% 8
2025
Q1 		$6.85M Buy
41,114
+3,151
+8% +$516K 3% 4
2024
Q4 		$6.43M Buy
37,963
+5,671
+18% +$1.02M 2.75% 8
2024
Q3 		$6.19M Buy
32,292
+174
+0.5% +$33.8K 2.57% 10
2024
Q2 		$5.9M Buy
32,118
+966
+3% +$187K 2.61% 9
2024
Q1 		$6.06M Buy
31,152
+15,116
+94% +$2.92M 2.65% 10
2023
Q4 		$2.99M Buy
+16,036
New +$3.04M 1.4% 33

Other funds holding HSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $528B 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