Yacktman Asset Management’s Hershey HSY Stock Holding History

Yacktman Asset Management’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	-38,250	Closed	-$6.35M	–	73
2025 Q2	$6.35M	Buy	38,250 +11,780	+45%	+$1.94M	0.09%	51
2025 Q1	$4.53M	Buy	26,470 +4,520	+21%	+$740K	0.06%	53
2024 Q4	$3.72M	Hold	21,950	–	–	0.04%	56
2024 Q3	$4.21M	Hold	21,950	–	–	0.04%	54
2024 Q2	$4.04M	Hold	21,950	–	–	0.04%	57
2024 Q1	$4.27M	Buy	21,950 +11,750	+115%	+$2.27M	0.04%	59
2023 Q4	$1.9M	Hold	10,200	–	–	0.02%	62
2023 Q3	$2.04M	Hold	10,200	–	–	0.02%	61
2023 Q2	$2.55M	Hold	10,200	–	–	0.02%	60
2023 Q1	$2.59M	Hold	10,200	–	–	0.03%	60
2022 Q4	$2.36M	Hold	10,200	–	–	0.02%	62
2022 Q3	$2.25M	Hold	10,200	–	–	0.02%	58
2022 Q2	$2.19M	Hold	10,200	–	–	0.02%	57
2022 Q1	$2.21M	Hold	10,200	–	–	0.02%	57
2021 Q4	$1.97M	Hold	10,200	–	–	0.02%	59
2021 Q3	$1.73M	Hold	10,200	–	–	0.02%	58
2021 Q2	$1.78M	Hold	10,200	–	–	0.02%	59
2021 Q1	$1.61M	Hold	10,200	–	–	0.02%	58
2020 Q4	$1.55M	Hold	10,200	–	–	0.02%	54
2020 Q3	$1.46M	Buy	10,200 +1,000	+11%	+$142K	0.02%	53
2020 Q2	$1.19M	Hold	9,200	–	–	0.02%	55
2020 Q1	$1.22M	Hold	9,200	–	–	0.02%	53
2019 Q4	$1.35M	Sell	9,200 -300	-3%	-$44.5K	0.02%	43
2019 Q3	$1.47M	Hold	9,500	–	–	0.02%	41
2019 Q2	$1.27M	Hold	9,500	–	–	0.02%	41
2019 Q1	$1.09M	Hold	9,500	–	–	0.01%	39
2018 Q4	$1.02M	Hold	9,500	–	–	0.01%	37
2018 Q3	$969K	Hold	9,500	–	–	0.01%	35
2018 Q2	$884K	Buy	+9,500	New	+$886K	0.01%	35

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Yacktman Asset Management's HSY Position: Q3 2025 in Review

Yacktman Asset Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 38,250 shares — an estimated $6.35M sold.

Yacktman Asset Management first reported a position in HSY in Q2 2018 and held it in 29 quarters. The position peaked at $6.35M in Q2 2025. 1,358 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

Yacktman Asset Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
Yacktman Asset Management sold 38,250 Hershey shares in Q3 2025, an estimated $6.35M.
Yacktman Asset Management first reported a position in Hershey in Q2 2018 and held it in 29 quarters.
Yacktman Asset Management's Hershey position peaked at $6.35M in Q2 2025.
1,358 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Yacktman Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.