Wolf Group Capital Advisors’s Hershey HSY Stock Holding History

Wolf Group Capital Advisors’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	$225K	Buy	+1,315	New	+$215K	0.08%	155
2020 Q1	–	Sell	-13,392	Closed	-$1.97M	–	80
2019 Q4	$1.97M	Buy	13,392 +3,108	+30%	+$461K	1.29%	32
2019 Q3	$1.59M	Buy	10,284 +222	+2%	+$33.5K	1.1%	35
2019 Q2	$1.35M	Sell	10,062 -214	-2%	-$27.2K	0.93%	36
2019 Q1	$1.18M	Buy	10,276 +585	+6%	+$63.7K	0.81%	41
2018 Q4	$1.04M	Buy	9,691 +125	+1%	+$13.3K	0.77%	44
2018 Q3	$976K	Buy	+9,566	New	+$945K	0.64%	56

Other funds holding HSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wolf Group Capital Advisors's HSY Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Hershey (HSY) in Q1 2025: 1,315 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings. This is a return to the name: Wolf Group Capital Advisors previously reported a position in HSY as recently as Q4 2019.

Wolf Group Capital Advisors first reported a position in HSY in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.97M in Q4 2019. 1,343 funds tracked by Wall St. Rank hold HSY as of Q1 2025.

Wolf Group Capital Advisors held 1,315 shares of Hershey worth $225K as of Q1 2025.
Hershey was a new Wolf Group Capital Advisors position in Q1 2025.
Hershey made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #155 holding.
Wolf Group Capital Advisors first reported a position in Hershey in Q3 2018 and has held it in 7 quarters since.
Wolf Group Capital Advisors's Hershey position peaked at $1.97M in Q4 2019.
1,343 funds tracked by Wall St. Rank held Hershey as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.