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Simon Quick Advisors’s Hershey HSY Stock Holding History

Simon Quick Advisors’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
-1,933
Closed -$331K – 484
2025
Q1 		$331K Buy
+1,933
New +$316K 0.02% 413
2020
Q1 		– Sell
-16
Closed -$2K – 584
2019
Q4 		$2K Buy
+16
New +$2.37K ﹤0.01% 600

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

Simon Quick Advisors's HSY Position: Q2 2025 in Review

Simon Quick Advisors sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,933 shares — an estimated $331K sold.

Simon Quick Advisors first reported a position in HSY in Q4 2019 and held it in 2 quarters. The position peaked at $331K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Simon Quick Advisors reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,933 Hershey shares in Q2 2025, an estimated $331K.
  • Simon Quick Advisors first reported a position in Hershey in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Hershey position peaked at $331K in Q1 2025.
  • 1,310 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.