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Peak Retirement Planning’s Hershey HSY Stock Holding History

Peak Retirement Planning’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
-9,271
Closed -$1.73M – 150
2025
Q3 		$1.73M Buy
9,271
+1,424
+18% +$259K 0.49% 64
2025
Q2 		$1.3M Buy
7,847
+2,029
+35% +$334K 0.53% 61
2025
Q1 		$995K Buy
5,818
+1,048
+22% +$172K 0.55% 61
2024
Q4 		$807K Buy
+4,770
New +$855K 0.55% 62

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peak Retirement Planning's HSY Position: Q4 2025 in Review

Peak Retirement Planning sold out of Hershey (HSY) in Q4 2025, closing a stake of 9,271 shares — an estimated $1.73M sold.

Peak Retirement Planning first reported a position in HSY in Q4 2024 and held it in 4 quarters. The position peaked at $1.73M in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Peak Retirement Planning reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 9,271 Hershey shares in Q4 2025, an estimated $1.73M.
  • Peak Retirement Planning first reported a position in Hershey in Q4 2024 and held it in 4 quarters.
  • Peak Retirement Planning's Hershey position peaked at $1.73M in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.