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Relyea Zuckerberg Hanson’s Hershey HSY Stock Holding History

Relyea Zuckerberg Hanson’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
Q2 		– Sell
-1,487
Closed -$254K – 267
2025
Q1 		$254K Sell
1,487
-258
-15% -$42.2K 0.03% 225
2024
Q4 		$295K Buy
1,745
+496
+40% +$88.9K 0.04% 211
2024
Q3 		$239K Sell
1,249
-297
-19% -$57.7K 0.04% 222
2024
Q2 		$284K Sell
1,546
-259
-14% -$50.1K 0.05% 193
2024
Q1 		$351K Buy
1,805
+373
+26% +$72K 0.06% 160
2023
Q4 		$267K Sell
1,432
-490
-25% -$92.8K 0.05% 177
2023
Q3 		$385K Buy
1,922
+65
+4% +$14.6K 0.09% 123
2023
Q2 		$464K Buy
1,857
+59
+3% +$15.5K 0.1% 117
2023
Q1 		$457K Sell
1,798
-563
-24% -$132K 0.11% 110
2022
Q4 		$547K Buy
2,361
+741
+46% +$171K 0.16% 90
2022
Q3 		$357K Buy
1,620
+107
+7% +$24K 0.13% 104
2022
Q2 		$326K Buy
1,513
+210
+16% +$45.8K 0.12% 110
2022
Q1 		$294K Buy
1,303
+48
+4% +$9.75K 0.1% 129
2021
Q4 		$251K Buy
1,255
+7
+0.6% +$1.27K 0.09% 134
2021
Q3 		$211K Buy
1,248
+31
+3% +$5.48K 0.08% 137
2021
Q2 		$212K Buy
+1,217
New +$205K 0.09% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Relyea Zuckerberg Hanson's HSY Position: Q2 2025 in Review

Relyea Zuckerberg Hanson sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,487 shares — an estimated $254K sold.

Relyea Zuckerberg Hanson first reported a position in HSY in Q2 2021 and held it in 16 quarters. The position peaked at $547K in Q4 2022. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Relyea Zuckerberg Hanson reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 1,487 Hershey shares in Q2 2025, an estimated $254K.
  • Relyea Zuckerberg Hanson first reported a position in Hershey in Q2 2021 and held it in 16 quarters.
  • Relyea Zuckerberg Hanson's Hershey position peaked at $547K in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2025, filed 22 Jul 2025.