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Napatree Capital’s Hershey HSY Stock Holding History

Napatree Capital’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 		$748K Buy
4,372
+446
+11% +$73K 0.42% 64
2024
Q4 		$665K Buy
3,926
+87
+2% +$15.6K 0.39% 73
2024
Q3 		$736K Sell
3,839
-32
-0.8% -$6.22K 0.51% 59
2024
Q2 		$712K Buy
3,871
+522
+16% +$101K 0.58% 57
2024
Q1 		$649K Sell
3,349
-161
-5% -$31.1K 0.63% 59
2023
Q4 		$654K Buy
+3,510
New +$665K 0.66% 66

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

Napatree Capital's HSY Position: Q1 2025 in Review

Napatree Capital increased its Hershey (HSY) stake by 11% in Q1 2025, buying an estimated $73K and bringing the position to 4,372 shares worth $748K. The position accounts for 0.42% of the portfolio, ranked #64.

Napatree Capital first reported a position in HSY in Q4 2023 and has held it in 6 quarters since. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Napatree Capital held 4,372 shares of Hershey worth $748K as of Q1 2025.
  • Napatree Capital bought 446 Hershey shares in Q1 2025, an estimated $73K.
  • Hershey made up 0.42% of Napatree Capital's portfolio in Q1 2025, its #64 holding.
  • Napatree Capital first reported a position in Hershey in Q4 2023 and has held it in 6 quarters since.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.