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 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

Trifecta Capital Advisors's HSY Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Hershey (HSY) in Q4 2025, closing a stake of 18 shares — an estimated $3.37K sold.

Trifecta Capital Advisors first reported a position in HSY in Q4 2022 and held it in 12 quarters. The position peaked at $16K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

Trifecta Capital Advisors reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 18 Hershey shares in Q4 2025, an estimated $3.37K.
Trifecta Capital Advisors first reported a position in Hershey in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Hershey position peaked at $16K in Q1 2023.
1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.