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Scopus Asset Management’s Hershey HSY Stock Holding History

Scopus Asset Management’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
-41,476
Closed -$7.09M – 289
2025
Q1 		$7.09M Sell
41,476
-88,692
-68% -$14.5M 0.26% 165
2024
Q4 		$22M Buy
+130,168
New +$23.3M 0.81% 67
2021
Q1 		– Sell
-275,000
Closed -$41.9M – 425
2020
Q4 		$41.9M Buy
+275,000
New +$40.7M 0.89% 40
2020
Q3 		– Hold
0
– – – 279
2017
Q4 		– Sell
-135,834
Closed -$14.8M – 347
2017
Q3 		$14.8M Buy
+135,834
New +$14.5M 0.23% 159
2017
Q2 		– Sell
-75,000
Closed -$8.19M – 290
2017
Q1 		$8.19M Buy
+75,000
New +$8.04M 0.17% 159
2016
Q4 		– Sell
-75,000
Closed -$7.17M – 227
2016
Q3 		$7.17M Buy
+75,000
New +$7.93M 0.17% 134
2016
Q2 		– Hold
0
– – – 235
2015
Q1 		– Sell
-20,000
Closed -$2.08M – 236
2014
Q4 		$2.08M Buy
+20,000
New +$1.95M 0.06% 154

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return