WCM Investment Management
HSY icon

WCM Investment Management’s Hershey HSY Stock Holding History

WCM Investment Management’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
2024
Q4 		– Sell
-6,505
Closed -$1.26M – 309
2024
Q3 		$1.26M Buy
6,505
+4,925
+312% +$957K ﹤0.01% 243
2024
Q2 		$290K Buy
+1,580
New +$306K ﹤0.01% 256

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WCM Investment Management's HSY Position: Q4 2024 in Review

WCM Investment Management sold out of Hershey (HSY) in Q4 2024, closing a stake of 6,505 shares — an estimated $1.26M sold.

WCM Investment Management first reported a position in HSY in Q2 2024 and held it in 2 quarters. The position peaked at $1.26M in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • WCM Investment Management reported no remaining Hershey position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 6,505 Hershey shares in Q4 2024, an estimated $1.26M.
  • WCM Investment Management first reported a position in Hershey in Q2 2024 and held it in 2 quarters.
  • WCM Investment Management's Hershey position peaked at $1.26M in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.