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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 $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 $3.38T AUM 44.17% 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

Wellington Shields & Co's HSY Position: Q3 2025 in Review

Wellington Shields & Co sold out of Hershey (HSY) in Q3 2025, closing a stake of 1,700 shares — an estimated $282K sold.

Wellington Shields & Co first reported a position in HSY in Q1 2023 and held it in 7 quarters. The position peaked at $326K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Wellington Shields & Co reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 1,700 Hershey shares in Q3 2025, an estimated $282K.
  • Wellington Shields & Co first reported a position in Hershey in Q1 2023 and held it in 7 quarters.
  • Wellington Shields & Co's Hershey position peaked at $326K in Q3 2024.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Wellington Shields & Co's 13F filing for Q3 2025, filed 5 Nov 2025.