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Moran Wealth Management’s Hershey HSY Stock Holding History

Moran 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
-91,757
Closed -$17.2M – 512
2025
Q3 		$17.2M Buy
91,757
+3,338
+4% +$607K 0.52% 58
2025
Q2 		$14.7M Sell
88,419
-1,382
-2% -$228K 0.45% 65
2025
Q1 		$15.4M Buy
89,801
+4,680
+5% +$766K 0.52% 59
2024
Q4 		$14.4M Sell
85,121
-3,343
-4% -$600K 0.46% 76
2024
Q3 		$17M Buy
88,464
+979
+1% +$190K 0.52% 66
2024
Q2 		$16.1M Buy
87,485
+798
+0.9% +$154K 0.53% 64
2024
Q1 		$16.9M Sell
86,687
-161
-0.2% -$31.1K 0.55% 57
2023
Q4 		$16.2M Sell
86,848
-104,909
-55% -$19.9M 0.58% 53
2023
Q3 		$38.4M Buy
191,757
+27,757
+17% +$6.21M 1.49% 8
2023
Q2 		$41M Sell
164,000
-7,763
-5% -$2.04M 1.54% 3
2023
Q1 		$43.7M Sell
171,763
-2,518
-1% -$592K 1.65% 1
2022
Q4 		$40.4M Buy
+174,281
New +$40.2M 1.53% 5

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

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

Moran Wealth Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 91,757 shares — an estimated $17.2M sold.

Moran Wealth Management first reported a position in HSY in Q4 2022 and held it in 12 quarters. The position peaked at $43.7M in Q1 2023. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Moran Wealth Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 91,757 Hershey shares in Q4 2025, an estimated $17.2M.
  • Moran Wealth Management first reported a position in Hershey in Q4 2022 and held it in 12 quarters.
  • Moran Wealth Management's Hershey position peaked at $43.7M in Q1 2023.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

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