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Pacific Capital Wealth Advisors’s Hershey HSY Stock Holding History

Pacific Capital Wealth Advisors’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
-112
Closed -$19K – 210
2024
Q4 		$19K Hold
112
– – ﹤0.01% 223
2024
Q3 		$21.5K Hold
112
– – ﹤0.01% 232
2024
Q2 		$20.6K Buy
112
+38
+51% +$7.35K ﹤0.01% 235
2024
Q1 		$14.4K Buy
+74
New +$14.3K ﹤0.01% 208

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

Pacific Capital Wealth Advisors's HSY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 112 shares — an estimated $19K sold.

Pacific Capital Wealth Advisors first reported a position in HSY in Q1 2024 and held it in 4 quarters. The position peaked at $21.5K in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 112 Hershey shares in Q1 2025, an estimated $19K.
  • Pacific Capital Wealth Advisors first reported a position in Hershey in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Hershey position peaked at $21.5K in Q3 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.