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Ridgewood Investments’s Hershey HSY Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-50
Closed -$8.3K – 415
2025
Q2 		$8.3K Hold
50
– – ﹤0.01% 540
2025
Q1 		$8.55K Hold
50
– – ﹤0.01% 499
2024
Q4 		$8.47K Hold
50
– – ﹤0.01% 515
2024
Q3 		$9.59K Hold
50
– – ﹤0.01% 511
2024
Q2 		$9.19K Buy
+50
New +$9.67K ﹤0.01% 519

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Ridgewood Investments's HSY Position: Q3 2025 in Review

Ridgewood Investments sold out of Hershey (HSY) in Q3 2025, closing a stake of 50 shares — an estimated $8.3K sold.

Ridgewood Investments first reported a position in HSY in Q2 2024 and held it in 5 quarters. The position peaked at $9.59K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Ridgewood Investments reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 50 Hershey shares in Q3 2025, an estimated $8.3K.
  • Ridgewood Investments first reported a position in Hershey in Q2 2024 and held it in 5 quarters.
  • Ridgewood Investments's Hershey position peaked at $9.59K in Q3 2024.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.