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Smith Anglin Financial’s Hershey HSY Stock Holding History

Smith Anglin Financial’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
-1,182
Closed -$202K – 216
2025
Q1 		$202K Sell
1,182
-3
-0.3% -$491 0.02% 203
2024
Q4 		$201K Buy
1,185
+9
+0.8% +$1.61K 0.02% 203
2024
Q3 		$226K Buy
1,176
+2
+0.2% +$389 0.02% 182
2024
Q2 		$216K Buy
1,174
+1
+0.1% +$193 0.02% 177
2024
Q1 		$228K Sell
1,173
-629
-35% -$121K 0.02% 170
2023
Q4 		$336K Sell
1,802
-114
-6% -$21.6K 0.04% 128
2023
Q3 		$383K Buy
1,916
+11
+0.6% +$2.46K 0.05% 116
2023
Q2 		$476K Buy
1,905
+7
+0.4% +$1.84K 0.06% 98
2023
Q1 		$483K Buy
1,898
+8
+0.4% +$1.88K 0.07% 96
2022
Q4 		$438K Buy
1,890
+131
+7% +$30.2K 0.08% 92
2022
Q3 		$388K Buy
1,759
+8
+0.5% +$1.79K 0.08% 90
2022
Q2 		$377K Sell
1,751
-66
-4% -$14.4K 0.11% 81
2022
Q1 		$394K Sell
1,817
-313
-15% -$63.6K 0.09% 82
2021
Q4 		$412K Buy
2,130
+10
+0.5% +$1.81K 0.07% 98
2021
Q3 		$359K Buy
2,120
+11
+0.5% +$1.94K 0.07% 99
2021
Q2 		$367K Buy
2,109
+10
+0.5% +$1.68K 0.07% 102
2021
Q1 		$332K Sell
2,099
-6
-0.3% -$904 0.07% 101
2020
Q4 		$321K Buy
+2,105
New +$311K 0.06% 97

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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Smith Anglin Financial's HSY Position: Q2 2025 in Review

Smith Anglin Financial sold out of Hershey (HSY) in Q2 2025, closing a stake of 1,182 shares — an estimated $202K sold.

Smith Anglin Financial first reported a position in HSY in Q4 2020 and held it in 18 quarters. The position peaked at $483K in Q1 2023. 1,312 funds tracked by Wall St. Rank hold HSY as of Q2 2025.

  • Smith Anglin Financial reported no remaining Hershey position as of Q2 2025 after selling out during the quarter.
  • Smith Anglin Financial sold 1,182 Hershey shares in Q2 2025, an estimated $202K.
  • Smith Anglin Financial first reported a position in Hershey in Q4 2020 and held it in 18 quarters.
  • Smith Anglin Financial's Hershey position peaked at $483K in Q1 2023.
  • 1,312 funds tracked by Wall St. Rank held Hershey as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.