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Pathway Financial Advisers’s Hershey HSY Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-539
Closed -$101K – 238
2025
Q3 		$101K Buy
+539
New +$97.9K 0.03% 188
2025
Q1 		– Sell
-937
Closed -$159K – 268
2024
Q4 		$159K Sell
937
-98
-9% -$17.6K 0.05% 165
2024
Q3 		$199K Buy
1,035
+333
+47% +$64.7K 0.09% 119
2024
Q2 		$128K Buy
702
+132
+23% +$25.5K 0.05% 175
2024
Q1 		$111K Buy
570
+5
+0.9% +$964 0.04% 181
2023
Q4 		$105K Buy
565
+44
+8% +$8.34K 0.04% 184
2023
Q3 		$104K Buy
+521
New +$117K 0.04% 184
2023
Q1 		$15.8K Hold
62
– – 0.01% 330
2022
Q4 		$14.3K Buy
+62
New +$14.3K 0.01% 369

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathway Financial Advisers's HSY Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Hershey (HSY) in Q4 2025, closing a stake of 539 shares — an estimated $101K sold.

Pathway Financial Advisers first reported a position in HSY in Q4 2022 and held it in 9 quarters. The position peaked at $199K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 539 Hershey shares in Q4 2025, an estimated $101K.
  • Pathway Financial Advisers first reported a position in Hershey in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Hershey position peaked at $199K in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.