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Wellington Shields & Co’s Hershey HSY Stock Holding History

Wellington Shields & Co’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
-1,700
Closed -$282K – 331
2025
Q2 		$282K Sell
1,700
-200
-11% -$33K 0.08% 187
2025
Q1 		$325K Buy
1,900
+100
+6% +$16.4K 0.1% 165
2024
Q4 		$305K Buy
1,800
+100
+6% +$17.9K 0.09% 166
2024
Q3 		$326K Hold
1,700
– – 0.1% 168
2024
Q2 		$313K Buy
+1,700
New +$329K 0.1% 160
2023
Q3 		– Sell
-800
Closed -$200K – 295
2023
Q2 		$200K Hold
800
– – 0.05% 206
2023
Q1 		$204K Buy
+800
New +$188K 0.05% 206

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return