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RFG - Bristol Wealth Advisors’s Hershey HSY Stock Holding History

RFG - Bristol Wealth Advisors’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
-1,235
Closed -$211K – 184
2025
Q1 		$211K Buy
1,235
+9
+0.7% +$1.47K 0.07% 159
2024
Q4 		$208K Buy
+1,226
New +$220K 0.07% 151

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

RFG - Bristol Wealth Advisors's HSY Position: Q2 2025 in Review

RFG - Bristol Wealth Advisors sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,235 shares — an estimated $211K sold.

RFG - Bristol Wealth Advisors first reported a position in HSY in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 1,235 Hershey shares in Q2 2025, an estimated $211K.
  • RFG - Bristol Wealth Advisors first reported a position in Hershey in Q4 2024 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's Hershey position peaked at $211K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.