RCYC
HSY icon

Richard C. Young & Co’s Hershey HSY Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-27,534
Closed -$4.66M – 89
2024
Q4 		$4.66M Sell
27,534
-29,964
-52% -$5.37M 0.51% 59
2024
Q3 		$11M Sell
57,498
-1,310
-2% -$255K 1.2% 48
2024
Q2 		$10.8M Sell
58,808
-64
-0.1% -$12.4K 1.31% 38
2024
Q1 		$11.5M Sell
58,872
-10
-0% -$1.93K 1.44% 39
2023
Q4 		$11M Buy
58,882
+1,536
+3% +$291K 1.47% 37
2023
Q3 		$11.5M Buy
57,346
+406
+0.7% +$90.9K 1.63% 29
2023
Q2 		$14.2M Buy
56,940
+142
+0.3% +$37.2K 1.95% 22
2023
Q1 		$14.4M Sell
56,798
-786
-1% -$185K 1.99% 18
2022
Q4 		$13.3M Sell
57,584
-258
-0.4% -$59.5K 1.78% 22
2022
Q3 		$12.8M Sell
57,842
-80
-0.1% -$17.9K 1.95% 19
2022
Q2 		$12.5M Buy
57,922
+636
+1% +$139K 1.62% 25
2022
Q1 		$12.4M Buy
57,286
+280
+0.5% +$56.9K 1.59% 26
2021
Q4 		$11M Buy
57,006
+2,671
+5% +$484K 1.39% 29
2021
Q3 		$9.2M Buy
54,335
+2,789
+5% +$493K 1.26% 39
2021
Q2 		$8.98M Buy
51,546
+1,637
+3% +$276K 1.14% 42
2021
Q1 		$7.89M Buy
49,909
+3,966
+9% +$597K 1.05% 45
2020
Q4 		$7M Buy
45,943
+1,747
+4% +$259K 1.07% 41
2020
Q3 		$6.33M Buy
44,196
+1,226
+3% +$174K 1.02% 39
2020
Q2 		$5.57M Buy
42,970
+1,568
+4% +$211K 0.93% 42
2020
Q1 		$5.49M Buy
41,402
+1,149
+3% +$170K 1.06% 41
2019
Q4 		$5.92M Buy
40,253
+1,074
+3% +$159K 0.99% 46
2019
Q3 		$6.07M Buy
39,179
+442
+1% +$66.7K 1.09% 42
2019
Q2 		$5.19M Buy
38,737
+2,692
+7% +$342K 0.98% 44
2019
Q1 		$4.14M Buy
36,045
+5,047
+16% +$550K 0.79% 51
2018
Q4 		$3.32M Buy
+30,998
New +$3.3M 0.71% 46

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

Richard C. Young & Co's HSY Position: Q1 2025 in Review

Richard C. Young & Co sold out of Hershey (HSY) in Q1 2025, closing a stake of 27,534 shares — an estimated $4.66M sold.

Richard C. Young & Co first reported a position in HSY in Q4 2018 and held it in 25 quarters. The position peaked at $14.4M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Richard C. Young & Co reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Richard C. Young & Co sold 27,534 Hershey shares in Q1 2025, an estimated $4.66M.
  • Richard C. Young & Co first reported a position in Hershey in Q4 2018 and held it in 25 quarters.
  • Richard C. Young & Co's Hershey position peaked at $14.4M in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Richard C. Young & Co's 13F filing for Q1 2025, filed 2 May 2025.