HSY β€” HERSHEY CO

Ownership history in 44 WEALTH MANAGEMENT LLC  Β·  17 quarters on record

AI Ownership Summary

44 WEALTH MANAGEMENT LLC reported HERSHEY CO (HSY) in 17 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.21% in 2025 Q1. The latest visible filing shows HSY at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 44 WEALTH MANAGEMENT LLC's position in HERSHEY CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HSY was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 44 WEALTH MANAGEMENT LLC held HSY β€” position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,154 -820 -4.6% 1.05% $3.1M 2026-02-14 (Est.) $221.13
2025 Q3 REDUCED 17,974 -204 -1.1% 1.14% $3.4M 2025-11-14 $176.67
2025 Q2 REDUCED 18,178 -616 -3.3% 1.07% $3.0M 2025-08-15 $175.48
2025 Q1 ADDED 18,794 +2,407 +14.7% 1.21% $3.2M 2025-04-29 $160.15
2024 Q4 REDUCED 16,387 -874 -5.1% 1.07% $2.8M 2025-02-03 $142.16
2024 Q3 ADDED 17,261 +11,837 +218.2% 1.11% $3.1M 2024-10-25 $172.96
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About 44 WEALTH MANAGEMENT LLC and HSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has 44 WEALTH MANAGEMENT LLC reported owning HSY?

44 WEALTH MANAGEMENT LLC reported HSY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HSY position in 44 WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for HSY was 1.21% in 2025 Q1.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2025 Q4, when 44 WEALTH MANAGEMENT LLC reported 17,154 shares, equal to 1.05% of portfolio, with an estimated market value of $3.1M.

What does the chart on this HSY ownership page compare?

The chart compares 44 WEALTH MANAGEMENT LLC's quarterly HSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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