Trail Ridge Investment Advisors’s Hershey HSY Stock Holding History

Trail Ridge Investment Advisors’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 Q1	–	Sell	-3,931	Closed	-$666K	–	105
2024 Q4	$666K	Buy	3,931 +8	+0.2%	+$1.44K	0.32%	66
2024 Q3	$714K	Hold	3,923	–	–	0.34%	63
2024 Q2	$721K	Hold	3,923	–	–	0.37%	57
2024 Q1	$763K	Hold	3,923	–	–	0.43%	50
2023 Q4	$731K	Hold	3,923	–	–	0.45%	52
2023 Q3	$785K	Hold	3,923	–	–	0.53%	50
2023 Q2	$980K	Hold	3,923	–	–	0.6%	51
2023 Q1	$998K	Hold	3,923	–	–	0.65%	51
2022 Q4	$908K	Hold	3,923	–	–	0.63%	51
2022 Q3	$859K	Hold	3,923	–	–	0.57%	53
2022 Q2	$844K	Hold	3,923	–	–	0.57%	52
2022 Q1	$850K	Hold	3,923	–	–	0.52%	57
2021 Q4	$759K	Buy	+3,923	New	+$710K	0.46%	62

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Trail Ridge Investment Advisors's HSY Position: Q1 2025 in Review

Trail Ridge Investment Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 3,931 shares — an estimated $666K sold.

Trail Ridge Investment Advisors first reported a position in HSY in Q4 2021 and held it in 13 quarters. The position peaked at $998K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Trail Ridge Investment Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Trail Ridge Investment Advisors sold 3,931 Hershey shares in Q1 2025, an estimated $666K.
Trail Ridge Investment Advisors first reported a position in Hershey in Q4 2021 and held it in 13 quarters.
Trail Ridge Investment Advisors's Hershey position peaked at $998K in Q1 2023.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.