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Stokes Family Office’s Hershey HSY Stock Holding History

Stokes Family Office’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
2024
Q4 		– Sell
-1,665
Closed -$319K – 250
2024
Q3 		$319K Buy
1,665
+150
+10% +$29.2K 0.03% 186
2024
Q2 		$279K Buy
1,515
+118
+8% +$22.8K 0.03% 193
2024
Q1 		$272K Buy
1,397
+156
+13% +$30.1K 0.03% 191
2023
Q4 		$231K Sell
1,241
-157
-11% -$29.7K 0.03% 195
2023
Q3 		$280K Sell
1,398
-507
-27% -$113K 0.03% 256
2023
Q2 		$476K Buy
1,905
+307
+19% +$80.5K 0.06% 182
2023
Q1 		$407K Buy
1,598
+45
+3% +$10.6K 0.05% 191
2022
Q4 		$360K Buy
1,553
+167
+12% +$38.5K 0.05% 195
2022
Q3 		$306K Buy
1,386
+115
+9% +$25.8K 0.04% 207
2022
Q2 		$273K Buy
1,271
+6
+0.5% +$1.31K 0.04% 219
2022
Q1 		$274K Buy
1,265
+51
+4% +$10.4K 0.04% 217
2021
Q4 		$235K Buy
+1,214
New +$220K 0.03% 222

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Stokes Family Office's HSY Position: Q4 2024 in Review

Stokes Family Office sold out of Hershey (HSY) in Q4 2024, closing a stake of 1,665 shares — an estimated $319K sold.

Stokes Family Office first reported a position in HSY in Q4 2021 and held it in 12 quarters. The position peaked at $476K in Q2 2023. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Stokes Family Office reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • Stokes Family Office sold 1,665 Hershey shares in Q4 2024, an estimated $319K.
  • Stokes Family Office first reported a position in Hershey in Q4 2021 and held it in 12 quarters.
  • Stokes Family Office's Hershey position peaked at $476K in Q2 2023.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Stokes Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.