WTFG
HSY icon

Wood Tarver Financial Group’s Hershey HSY Stock Holding History

Wood Tarver Financial Group’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
-218
Closed -$36K – 357
2025
Q2 		$36K Hold
218
– – 0.01% 305
2025
Q1 		$37.3K Hold
218
– – 0.01% 290
2024
Q4 		$36K Buy
+218
New +$39.1K 0.01% 291

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

Wood Tarver Financial Group's HSY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Hershey (HSY) in Q3 2025, closing a stake of 218 shares — an estimated $36K sold.

Wood Tarver Financial Group first reported a position in HSY in Q4 2024 and held it in 3 quarters. The position peaked at $37.3K in Q1 2025. 1,360 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 218 Hershey shares in Q3 2025, an estimated $36K.
  • Wood Tarver Financial Group first reported a position in Hershey in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Hershey position peaked at $37.3K in Q1 2025.
  • 1,360 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.