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Transcendent Capital Group’s Hershey HSY Stock Holding History

Transcendent Capital Group’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
-200
Closed -$33.9K – 219
2024
Q4 		$33.9K Hold
200
– – 0.02% 230
2024
Q3 		$38.4K Hold
200
– – 0.02% 228
2024
Q2 		$36.8K Hold
200
– – 0.02% 213
2024
Q1 		$38.9K Hold
200
– – 0.02% 207
2023
Q4 		$37.3K Buy
+200
New +$37.9K 0.02% 171

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Transcendent Capital Group's HSY Position: Q1 2025 in Review

Transcendent Capital Group sold out of Hershey (HSY) in Q1 2025, closing a stake of 200 shares — an estimated $33.9K sold.

Transcendent Capital Group first reported a position in HSY in Q4 2023 and held it in 5 quarters. The position peaked at $38.9K in Q1 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • Transcendent Capital Group reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 200 Hershey shares in Q1 2025, an estimated $33.9K.
  • Transcendent Capital Group first reported a position in Hershey in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Hershey position peaked at $38.9K in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.