SAM
HSY icon

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
2020
Q4 		– Sell
-150,000
Closed -$21.5M – 344
2020
Q3 		$21.5M Buy
+150,000
New +$21.3M 0.42% 76
2016
Q3 		– Sell
-52,500
Closed -$5.96M – 221
2016
Q2 		$5.96M Buy
+52,500
New +$4.91M 0.08% 150

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

Scopus Asset Management's HSY Position: Q2 2025 in Review

Scopus Asset Management sold out of Hershey (HSY) in Q2 2025, closing a stake of 41,476 shares — an estimated $7.09M sold.

Scopus Asset Management first reported a position in HSY in Q4 2014 and held it in 7 quarters. The position peaked at $41.9M in Q4 2020. 1,311 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Scopus Asset Management reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Scopus Asset Management sold 41,476 Hershey shares in Q2 2025, an estimated $7.09M.
  • Scopus Asset Management first reported a position in Hershey in Q4 2014 and held it in 7 quarters.
  • Scopus Asset Management's Hershey position peaked at $41.9M in Q4 2020.
  • 1,311 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Scopus Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.