Proffitt & Goodson’s Hershey HSY Stock Holding History

Proffitt & Goodson’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	-113	Closed	-$21.1K	–	370
2025 Q3	$21.1K	Buy	113 +42	+59%	+$7.63K	﹤0.01%	205
2025 Q2	$11.8K	Sell	71 -94	-57%	-$15.5K	﹤0.01%	205
2025 Q1	$28.2K	Buy	+165	New	+$27K	﹤0.01%	181
2022 Q1	–	Sell	-34	Closed	-$7K	–	279
2021 Q4	$7K	Sell	34 -67	-66%	-$12.1K	﹤0.01%	216
2021 Q3	$17K	Hold	101	–	–	﹤0.01%	189
2021 Q2	$18K	Hold	101	–	–	﹤0.01%	199
2021 Q1	$16K	Sell	101 -36	-26%	-$5.42K	﹤0.01%	201
2020 Q4	$21K	Hold	137	–	–	﹤0.01%	179
2020 Q3	$20K	Hold	137	–	–	﹤0.01%	173
2020 Q2	$18K	Hold	137	–	–	﹤0.01%	180
2020 Q1	$18K	Hold	137	–	–	﹤0.01%	145
2019 Q4	$20K	Hold	137	–	–	﹤0.01%	148
2019 Q3	$21K	Sell	137 -63	-32%	-$9.51K	0.01%	145
2019 Q2	$27K	Hold	200	–	–	0.01%	133
2019 Q1	$23K	Hold	200	–	–	0.01%	133
2018 Q4	$21K	Hold	200	–	–	0.01%	107
2018 Q3	$20K	Buy	+200	New	+$19.8K	0.01%	96

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proffitt & Goodson's HSY Position: Q4 2025 in Review

Proffitt & Goodson sold out of Hershey (HSY) in Q4 2025, closing a stake of 113 shares — an estimated $21.1K sold.

Proffitt & Goodson first reported a position in HSY in Q3 2018 and held it in 17 quarters. The position peaked at $28.2K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Proffitt & Goodson reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 113 Hershey shares in Q4 2025, an estimated $21.1K.
Proffitt & Goodson first reported a position in Hershey in Q3 2018 and held it in 17 quarters.
Proffitt & Goodson's Hershey position peaked at $28.2K in Q1 2025.
1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.