MIM
HSY icon

MTM Investment Management’s Hershey HSY Stock Holding History

MTM Investment 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
2026
Q1 		$439K Buy
2,113
+13
+0.6% +$2.74K 0.14% 139
2025
Q4 		$382K Sell
2,100
-753
-26% -$138K 0.12% 147
2025
Q3 		$534K Buy
2,853
+20
+0.7% +$3.63K 0.17% 124
2025
Q2 		$470K Buy
2,833
+596
+27% +$98.2K 0.16% 131
2025
Q1 		$380K Buy
2,237
+870
+64% +$142K 0.15% 141
2024
Q4 		$232K Buy
1,367
+9
+0.7% +$1.61K 0.09% 179
2024
Q3 		$260K Buy
1,358
+50
+4% +$9.72K 0.1% 166
2024
Q2 		$240K Buy
1,308
+9
+0.7% +$1.74K 0.1% 164
2024
Q1 		$253K Buy
+1,299
New +$251K 0.1% 167
2023
Q3 		– Sell
-1,270
Closed -$317K – 259
2023
Q2 		$317K Buy
1,270
+5
+0.4% +$1.31K 0.15% 129
2023
Q1 		$322K Buy
1,265
+55
+5% +$12.9K 0.17% 123
2022
Q4 		$280K Buy
1,210
+5
+0.4% +$1.15K 0.15% 140
2022
Q3 		$266K Buy
1,205
+6
+0.5% +$1.34K 0.15% 140
2022
Q2 		$265K Buy
1,199
+5
+0.4% +$1.09K 0.14% 140
2022
Q1 		$259K Buy
1,194
+5
+0.4% +$1.02K 0.13% 150
2021
Q4 		$230K Buy
1,189
+6
+0.5% +$1.09K 0.11% 169
2021
Q3 		$200K Buy
1,183
+6
+0.5% +$1.06K 0.11% 164
2021
Q2 		$205K Buy
+1,177
New +$198K 0.11% 163

Other funds holding HSY

BlackRock
BlackRock New York $5.72T 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 $570B 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