VPP
HSY icon

Vertex Planning Partners’s Hershey HSY Stock Holding History

Vertex Planning Partners’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
-1,256
Closed -$235K – 148
2025
Q3 		$235K Sell
1,256
-1
-0.1% -$182 0.05% 186
2025
Q2 		$209K Buy
1,257
+3
+0.2% +$494 0.04% 183
2025
Q1 		$215K Sell
1,254
-49
-4% -$8.02K 0.05% 175
2024
Q4 		$221K Buy
1,303
+53
+4% +$9.51K 0.05% 173
2024
Q3 		$240K Buy
1,250
+2
+0.2% +$389 0.06% 148
2024
Q2 		$229K Buy
1,248
+3
+0.2% +$580 0.06% 138
2024
Q1 		$242K Sell
1,245
-62
-5% -$12K 0.07% 142
2023
Q4 		$244K Buy
1,307
+68
+5% +$12.9K 0.07% 141
2023
Q3 		$248K Buy
1,239
+4
+0.3% +$895 0.09% 116
2023
Q2 		$308K Sell
1,235
-120
-9% -$31.5K 0.11% 104
2023
Q1 		$345K Sell
1,355
-67
-5% -$15.7K 0.13% 81
2022
Q4 		$329K Buy
+1,422
New +$328K 0.13% 98

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vertex Planning Partners's HSY Position: Q4 2025 in Review

Vertex Planning Partners sold out of Hershey (HSY) in Q4 2025, closing a stake of 1,256 shares — an estimated $235K sold.

Vertex Planning Partners first reported a position in HSY in Q4 2022 and held it in 12 quarters. The position peaked at $345K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Vertex Planning Partners reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,256 Hershey shares in Q4 2025, an estimated $235K.
  • Vertex Planning Partners first reported a position in Hershey in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Hershey position peaked at $345K in Q1 2023.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.