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Morgan Dempsey Capital Management’s Hershey HSY Stock Holding History

Morgan Dempsey Capital 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
Q1 		– Sell
-13,772
Closed -$2.33M – 140
2024
Q4 		$2.33M Sell
13,772
-3,517
-20% -$631K 0.94% 38
2024
Q3 		$3.32M Sell
17,289
-2,036
-11% -$396K 1.14% 36
2024
Q2 		$3.55M Buy
+19,325
New +$3.74M 1.18% 36

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

Morgan Dempsey Capital Management's HSY Position: Q1 2025 in Review

Morgan Dempsey Capital Management sold out of Hershey (HSY) in Q1 2025, closing a stake of 13,772 shares — an estimated $2.33M sold.

Morgan Dempsey Capital Management first reported a position in HSY in Q2 2024 and held it in 3 quarters. The position peaked at $3.55M in Q2 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Morgan Dempsey Capital Management reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 13,772 Hershey shares in Q1 2025, an estimated $2.33M.
  • Morgan Dempsey Capital Management first reported a position in Hershey in Q2 2024 and held it in 3 quarters.
  • Morgan Dempsey Capital Management's Hershey position peaked at $3.55M in Q2 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2025, filed 12 May 2025.