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Value Partners Investments’s Hershey HSY Stock Holding History

Value Partners Investments’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
Q3 		– Sell
-214,409
Closed -$35.6M – 104
2025
Q2 		$35.6M Sell
214,409
-385
-0.2% -$63.5K 2.78% 19
2025
Q1 		$36.8M Buy
214,794
+199,073
+1,266% +$32.6M 3.18% 15
2024
Q4 		$2.66M Sell
15,721
-377
-2% -$67.6K 1.5% 24
2024
Q3 		$3.09M Buy
16,098
+604
+4% +$117K 0.25% 35
2024
Q2 		$2.85M Sell
15,494
-473
-3% -$91.5K 0.25% 35
2024
Q1 		$3.1M Buy
15,967
+158
+1% +$30.5K 0.25% 33
2023
Q4 		$2.95M Buy
+15,809
New +$3M 0.24% 33

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Value Partners Investments's HSY Position: Q3 2025 in Review

Value Partners Investments sold out of Hershey (HSY) in Q3 2025, closing a stake of 214,409 shares — an estimated $35.6M sold.

Value Partners Investments first reported a position in HSY in Q4 2023 and held it in 7 quarters. The position peaked at $36.8M in Q1 2025. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Value Partners Investments reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Value Partners Investments sold 214,409 Hershey shares in Q3 2025, an estimated $35.6M.
  • Value Partners Investments first reported a position in Hershey in Q4 2023 and held it in 7 quarters.
  • Value Partners Investments's Hershey position peaked at $36.8M in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Value Partners Investments's 13F filing for Q3 2025, filed 15 Oct 2025.