Oliver Lagore Vanvalin Investment Group’s Hershey HSY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$7.22K	Buy	+42	New	+$6.92K	﹤0.01%	454
2024 Q4	$1.25M	Buy	7,357 +718	+11%	+$129K	0.32%	62
2024 Q3	$1.27M	Buy	6,639 +1,330	+25%	+$259K	0.34%	60
2024 Q2	$976K	Buy	5,309 +769	+17%	+$149K	0.28%	64
2024 Q1	$883K	Buy	4,540 +2,209	+95%	+$426K	0.26%	72
2023 Q4	$435K	Buy	2,331 +491	+27%	+$93K	0.16%	85
2023 Q3	$368K	Buy	+1,840	New	+$412K	0.15%	95

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

Oliver Lagore Vanvalin Investment Group's HSY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Hershey (HSY) in Q2 2025: 42 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HSY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HSY in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 42 shares of Hershey worth $7.22K as of Q2 2025.
Hershey was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Hershey made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #454 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Hershey in Q3 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Hershey position peaked at $1.27M in Q3 2024.
1,311 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.