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WR Wealth Planners’s Hershey HSY Stock Holding History

WR Wealth Planners’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
2024
Q4 		$342K Buy
2,019
+104
+5% +$18.6K 0.11% 118
2024
Q3 		$367K Buy
1,915
+42
+2% +$8.16K 0.1% 123
2024
Q2 		$344K Buy
1,873
+7
+0.4% +$1.35K 0.11% 121
2024
Q1 		$363K Buy
1,866
+16
+0.9% +$3.09K 0.11% 121
2023
Q4 		$345K Hold
1,850
– – 0.13% 136
2023
Q3 		$370K Hold
1,850
– – 0.14% 116
2023
Q2 		$462K Hold
1,850
– – 0.18% 93
2023
Q1 		$471K Buy
+1,850
New +$435K 0.2% 82

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $570B AUM 27.57% 1-Year Est. Return

WR Wealth Planners's HSY Position: Q4 2024 in Review

WR Wealth Planners increased its Hershey (HSY) stake by 5.4% in Q4 2024, buying an estimated $18.6K and bringing the position to 2,019 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #118.

WR Wealth Planners first reported a position in HSY in Q1 2023 and has held it in 8 quarters since. The position peaked at $471K in Q1 2023. 1,344 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • WR Wealth Planners held 2,019 shares of Hershey worth $342K as of Q4 2024.
  • WR Wealth Planners bought 104 Hershey shares in Q4 2024, an estimated $18.6K.
  • Hershey made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #118 holding.
  • WR Wealth Planners first reported a position in Hershey in Q1 2023 and has held it in 8 quarters since.
  • WR Wealth Planners's Hershey position peaked at $471K in Q1 2023.
  • 1,344 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.