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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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