TCA
HSY icon

Trifecta Capital Advisors’s Hershey HSY Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-18
Closed -$3.37K – 347
2025
Q3 		$3.37K Hold
18
– – ﹤0.01% 293
2025
Q2 		$2.99K Hold
18
– – ﹤0.01% 304
2025
Q1 		$3.08K Sell
18
-45
-71% -$7.37K ﹤0.01% 265
2024
Q4 		$10.7K Hold
63
– – ﹤0.01% 212
2024
Q3 		$12.1K Hold
63
– – ﹤0.01% 209
2024
Q2 		$11.6K Hold
63
– – ﹤0.01% 210
2024
Q1 		$12.3K Hold
63
– – ﹤0.01% 197
2023
Q4 		$11.7K Hold
63
– – ﹤0.01% 200
2023
Q3 		$12.6K Hold
63
– – ﹤0.01% 203
2023
Q2 		$15.7K Hold
63
– – 0.01% 191
2023
Q1 		$16K Hold
63
– – 0.01% 192
2022
Q4 		$14.6K Buy
+63
New +$14.5K 0.01% 177

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return