Stephens Consulting’s Hershey HSY Stock Holding History

Stephens Consulting’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 Q4	$910	Buy	+5	New	+$914	﹤0.01%	404
2025 Q3	–	Sell	-4	Closed	-$664	–	739
2025 Q2	$664	Sell	4 -26	-87%	-$4.29K	﹤0.01%	822
2025 Q1	$5.13K	Hold	30	–	–	﹤0.01%	382
2024 Q4	$5.08K	Hold	30	–	–	﹤0.01%	409
2024 Q3	$5.75K	Hold	30	–	–	﹤0.01%	383
2024 Q2	$5.51K	Sell	30 -27	-47%	-$5.22K	﹤0.01%	399
2024 Q1	$11.1K	Hold	57	–	–	﹤0.01%	303
2023 Q4	$10.6K	Hold	57	–	–	﹤0.01%	309
2023 Q3	$11.4K	Hold	57	–	–	﹤0.01%	295
2023 Q2	$14.2K	Hold	57	–	–	0.01%	276
2023 Q1	$14.5K	Sell	57 -400	-88%	-$94K	0.01%	277
2022 Q4	$106K	Hold	457	–	–	0.07%	103
2022 Q3	$101K	Hold	457	–	–	0.09%	101
2022 Q2	$98.3K	Hold	457	–	–	0.08%	104
2022 Q1	$99K	Hold	457	–	–	0.08%	126
2021 Q4	$88.4K	Buy	+457	New	+$82.7K	0.07%	157

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's HSY Position: Q4 2025 in Review

Stephens Consulting opened a new position in Hershey (HSY) in Q4 2025: 5 shares worth $910. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in HSY as recently as Q2 2025.

Stephens Consulting first reported a position in HSY in Q4 2021 and has held it in 16 quarters since. The position peaked at $106K in Q4 2022. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Stephens Consulting held 5 shares of Hershey worth $910 as of Q4 2025.
Hershey was a new Stephens Consulting position in Q4 2025.
Hershey made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #404 holding.
Stephens Consulting first reported a position in Hershey in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's Hershey position peaked at $106K in Q4 2022.
1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.