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Smart Money Group’s Hershey HSY Stock Holding History

Smart Money Group’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
-4,661
Closed -$774K – 81
2025
Q2 		$774K Buy
4,661
+609
+15% +$100K 0.24% 55
2025
Q1 		$693K Buy
4,052
+1,576
+64% +$258K 0.24% 55
2024
Q4 		$419K Buy
2,476
+208
+9% +$37.3K 0.14% 81
2024
Q3 		$403K Buy
2,268
+234
+12% +$45.5K 0.14% 78
2024
Q2 		$402K Sell
2,034
-109
-5% -$21.1K 0.14% 79
2024
Q1 		$416K Buy
2,143
+963
+82% +$186K 0.16% 74
2023
Q4 		$220K Buy
+1,180
New +$224K 0.1% 77

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Smart Money Group's HSY Position: Q3 2025 in Review

Smart Money Group sold out of Hershey (HSY) in Q3 2025, closing a stake of 4,661 shares — an estimated $774K sold.

Smart Money Group first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $774K in Q2 2025. 1,357 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Smart Money Group reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Smart Money Group sold 4,661 Hershey shares in Q3 2025, an estimated $774K.
  • Smart Money Group first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
  • Smart Money Group's Hershey position peaked at $774K in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Smart Money Group's 13F filing for Q3 2025, filed 12 Nov 2025.