Rheos Capital Works’s Hershey HSY Stock Holding History

Rheos Capital Works’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
2026 Q1	$12.9M	Sell	62,000 -62,000	-50%	-$13.1M	0.86%	43
2025 Q4	$22.6M	Sell	124,000 -100,000	-45%	-$18.3M	1.45%	23
2025 Q3	$41.9M	Buy	224,000 +70,000	+45%	+$12.7M	2.34%	13
2025 Q2	$25.6M	Hold	154,000	–	–	1.47%	20
2025 Q1	$26.3M	Hold	154,000	–	–	2.15%	16
2024 Q4	$26.1M	Hold	154,000	–	–	1.45%	21
2024 Q3	$29.5M	Hold	154,000	–	–	1.54%	18
2024 Q2	$28.3M	Buy	154,000 +1,100	+0.7%	+$213K	1.48%	20
2024 Q1	$29.7M	Hold	152,900	–	–	1.42%	18
2023 Q4	$28.5M	Hold	152,900	–	–	1.57%	13
2023 Q3	$30.6M	Buy	152,900 +27,000	+21%	+$6.04M	1.84%	15
2023 Q2	$31.4M	Hold	125,900	–	–	1.69%	20
2023 Q1	$32M	Sell	125,900 -17,000	-12%	-$3.99M	1.78%	15
2022 Q4	$33.1M	Buy	142,900 +25,000	+21%	+$5.76M	1.99%	10
2022 Q3	$26M	Hold	117,900	–	–	1.75%	9
2022 Q2	$25.4M	Hold	117,900	–	–	1.9%	6
2022 Q1	$25.5M	Buy	117,900 +52,900	+81%	+$10.7M	1.23%	18
2021 Q4	$12.6M	Buy	65,000 +35,000	+117%	+$6.34M	0.55%	65
2021 Q3	$5.08M	Buy	+30,000	New	+$5.3M	0.26%	100

Other funds holding HSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return