Turtle Creek Wealth Advisors’s Hershey HSY Stock Holding History

Turtle Creek Wealth 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	-14,252	Closed	-$2.41M	–	119
2024 Q4	$2.41M	Sell	14,252 -7,975	-36%	-$1.43M	0.56%	44
2024 Q3	$4.26M	Buy	22,227 +242	+1%	+$47K	0.85%	45
2024 Q2	$4.04M	Buy	21,985 +4,541	+26%	+$879K	0.94%	43
2024 Q1	$3.39M	Buy	17,444 +6,914	+66%	+$1.33M	0.83%	47
2023 Q4	$1.96M	Buy	+10,530	New	+$2M	0.58%	54

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

Turtle Creek Wealth Advisors's HSY Position: Q1 2025 in Review

Turtle Creek Wealth Advisors sold out of Hershey (HSY) in Q1 2025, closing a stake of 14,252 shares — an estimated $2.41M sold.

Turtle Creek Wealth Advisors first reported a position in HSY in Q4 2023 and held it in 5 quarters. The position peaked at $4.26M in Q3 2024. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Turtle Creek Wealth Advisors reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 14,252 Hershey shares in Q1 2025, an estimated $2.41M.
Turtle Creek Wealth Advisors first reported a position in Hershey in Q4 2023 and held it in 5 quarters.
Turtle Creek Wealth Advisors's Hershey position peaked at $4.26M in Q3 2024.
1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.