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Portfolio Design Labs’s Hershey HSY Stock Holding History

Portfolio Design Labs’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
Q3 		– Sell
-4,468
Closed -$741K – 214
2025
Q2 		$741K Buy
+4,468
New +$736K 0.15% 95
2025
Q1 		– Sell
-11,905
Closed -$2.02M – 218
2024
Q4 		$2.02M Buy
11,905
+2,246
+23% +$403K 0.41% 86
2024
Q3 		$1.85M Buy
+9,659
New +$1.88M 0.52% 64
2024
Q1 		– Sell
-3,004
Closed -$560K – 130
2023
Q4 		$560K Buy
+3,004
New +$569K 0.21% 82

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Portfolio Design Labs's HSY Position: Q3 2025 in Review

Portfolio Design Labs sold out of Hershey (HSY) in Q3 2025, closing a stake of 4,468 shares — an estimated $741K sold.

Portfolio Design Labs first reported a position in HSY in Q4 2023 and held it in 4 quarters. The position peaked at $2.02M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Portfolio Design Labs reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Portfolio Design Labs sold 4,468 Hershey shares in Q3 2025, an estimated $741K.
  • Portfolio Design Labs first reported a position in Hershey in Q4 2023 and held it in 4 quarters.
  • Portfolio Design Labs's Hershey position peaked at $2.02M in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Portfolio Design Labs's 13F filing for Q3 2025, filed 12 Nov 2025.