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WMS Partners’s Hershey HSY Stock Holding History

WMS 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
Q1 		– Sell
-1,954
Closed -$331K – 118
2024
Q4 		$331K Sell
1,954
-15
-0.8% -$2.69K 0.02% 232
2024
Q3 		$378K Buy
+1,969
New +$383K 0.02% 211
2023
Q4 		– Sell
-1,811
Closed -$362K – 262
2023
Q3 		$362K Sell
1,811
-23
-1% -$5.15K 0.03% 187
2023
Q2 		$458K Sell
1,834
-8
-0.4% -$2.1K 0.04% 170
2023
Q1 		$469K Sell
1,842
-3
-0.2% -$705 0.04% 158
2022
Q4 		$427K Hold
1,845
– – 0.04% 174
2022
Q3 		$407K Buy
1,845
+7
+0.4% +$1.57K 0.06% 156
2022
Q2 		$395K Sell
1,838
-33
-2% -$7.19K 0.06% 161
2022
Q1 		$405K Hold
1,871
– – 0.06% 159
2021
Q4 		$362K Hold
1,871
– – 0.08% 143
2021
Q3 		$317K Sell
1,871
-100
-5% -$17.7K 0.05% 206
2021
Q2 		$343K Hold
1,971
– – 0.05% 185
2021
Q1 		$312K Buy
1,971
+1
+0.1% +$151 0.07% 168
2020
Q4 		$300K Buy
1,970
+100
+5% +$14.8K 0.05% 185
2020
Q3 		$268K Sell
1,870
-60
-3% -$8.51K 0.05% 187
2020
Q2 		$250K Hold
1,930
– – 0.05% 183
2020
Q1 		$256K Hold
1,930
– – 0.07% 155
2019
Q4 		$284K Sell
1,930
-20
-1% -$2.96K 0.06% 182
2019
Q3 		$302K Buy
1,950
+20
+1% +$3.02K 0.07% 172
2019
Q2 		$259K Sell
1,930
-700
-27% -$88.9K 0.06% 178
2019
Q1 		$302K Hold
2,630
– – 0.08% 146
2018
Q4 		$282K Hold
2,630
– – 0.08% 144
2018
Q3 		$268K Hold
2,630
– – 0.03% 183
2018
Q2 		$245K Sell
2,630
-31
-1% -$2.89K 0.03% 182
2018
Q1 		$263K Hold
2,661
– – 0.03% 181
2017
Q4 		$302K Sell
2,661
-86
-3% -$9.46K 0.03% 179
2017
Q3 		$300K Hold
2,747
– – 0.04% 173
2017
Q2 		$295K Buy
+2,747
New +$303K 0.04% 168

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WMS Partners's HSY Position: Q1 2025 in Review

WMS Partners sold out of Hershey (HSY) in Q1 2025, closing a stake of 1,954 shares — an estimated $331K sold.

WMS Partners first reported a position in HSY in Q2 2017 and held it in 28 quarters. The position peaked at $469K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

  • WMS Partners reported no remaining Hershey position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,954 Hershey shares in Q1 2025, an estimated $331K.
  • WMS Partners first reported a position in Hershey in Q2 2017 and held it in 28 quarters.
  • WMS Partners's Hershey position peaked at $469K in Q1 2023.
  • 1,342 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.