Tortoise Investment Management’s Hershey HSY Stock Holding History

Tortoise Investment Management’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	-462	Closed	-$86.4K	–	766
2025 Q3	$86.4K	Buy	462 +2	+0.4%	+$363	0.01%	332
2025 Q2	$76.3K	Buy	460 +6	+1%	+$989	0.01%	326
2025 Q1	$77.6K	Hold	454	–	–	0.01%	316
2024 Q4	$76.9K	Sell	454 -71	-14%	-$12.7K	0.01%	344
2024 Q3	$101K	Sell	525 -23	-4%	-$4.47K	0.01%	315
2024 Q2	$101K	Sell	548 -13	-2%	-$2.52K	0.01%	298
2024 Q1	$109K	Hold	561	–	–	0.01%	281
2023 Q4	$105K	Hold	561	–	–	0.01%	270
2023 Q3	$112K	Hold	561	–	–	0.02%	261
2023 Q2	$140K	Hold	561	–	–	0.02%	240
2023 Q1	$143K	Hold	561	–	–	0.02%	223
2022 Q4	$130K	Buy	561 +2	+0.4%	+$461	0.02%	232
2022 Q3	$123K	Buy	+559	New	+$125K	0.02%	227
2014 Q3	–	Sell	-30	Closed	-$3K	–	406
2014 Q2	$3K	Buy	+30	New	+$2.94K	﹤0.01%	367
2013 Q4	–	Sell	-102	Closed	-$9K	–	360
2013 Q3	$9K	Hold	102	–	–	0.01%	240
2013 Q2	$9K	Buy	+102	New	+$9.01K	0.01%	237

Other funds holding HSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's HSY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Hershey (HSY) in Q4 2025, closing a stake of 462 shares — an estimated $86.4K sold.

Tortoise Investment Management first reported a position in HSY in Q2 2013 and held it in 16 quarters. The position peaked at $143K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Tortoise Investment Management reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 462 Hershey shares in Q4 2025, an estimated $86.4K.
Tortoise Investment Management first reported a position in Hershey in Q2 2013 and held it in 16 quarters.
Tortoise Investment Management's Hershey position peaked at $143K in Q1 2023.
1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.