Monterey Private Wealth’s Hershey HSY Stock Holding History

Monterey Private Wealth’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 Q1	$296K	Hold	1,732	–	–	0.09%	95
2024 Q4	$293K	Sell	1,732 -40	-2%	-$7.17K	0.1%	98
2024 Q3	$340K	Sell	1,772 -3	-0.2%	-$583	0.12%	86
2024 Q2	$326K	Buy	1,775 +3	+0.2%	+$580	0.12%	83
2024 Q1	$345K	Hold	1,772	–	–	0.14%	71
2023 Q4	$330K	Buy	1,772 +14	+0.8%	+$2.65K	0.15%	68
2023 Q3	$352K	Sell	1,758 -34	-2%	-$7.61K	0.18%	61
2023 Q2	$447K	Sell	1,792 -3	-0.2%	-$787	0.22%	56
2023 Q1	$457K	Buy	1,795 +41	+2%	+$9.63K	0.23%	57
2022 Q4	$406K	Buy	+1,754	New	+$404K	0.22%	58

Other funds holding HSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Monterey Private Wealth's HSY Position: Q1 2025 in Review

Monterey Private Wealth held its Hershey (HSY) position steady in Q1 2025 at 1,732 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #95.

Monterey Private Wealth first reported a position in HSY in Q4 2022 and has held it in 10 quarters since. The position peaked at $457K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Monterey Private Wealth held 1,732 shares of Hershey worth $296K as of Q1 2025.
Monterey Private Wealth left its Hershey share count unchanged in Q1 2025.
Hershey made up 0.09% of Monterey Private Wealth's portfolio in Q1 2025, its #95 holding.
Monterey Private Wealth first reported a position in Hershey in Q4 2022 and has held it in 10 quarters since.
Monterey Private Wealth's Hershey position peaked at $457K in Q1 2023.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.