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SummitTX Capital’s Hershey HSY Stock Holding History

SummitTX Capital’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 		– Sell
-1,346
Closed -$252K – 815
2025
Q3 		$252K Buy
+1,346
New +$245K 0.01% 665
2025
Q2 		– Sell
-49,656
Closed -$8.49M – 867
2025
Q1 		$8.49M Buy
+49,656
New +$8.13M 0.37% 52

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 $3.38T AUM 44.17% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SummitTX Capital's HSY Position: Q4 2025 in Review

SummitTX Capital sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,346 shares — an estimated $252K sold.

SummitTX Capital first reported a position in HSY in Q1 2025 and held it in 2 quarters. The position peaked at $8.49M in Q1 2025. 1,414 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • SummitTX Capital reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 1,346 Hershey shares in Q4 2025, an estimated $252K.
  • SummitTX Capital first reported a position in Hershey in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's Hershey position peaked at $8.49M in Q1 2025.
  • 1,414 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.