HSY β€” HERSHEY CO

Ownership history in W ADVISORS, LLC  Β·  10 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported HERSHEY CO (HSY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.15% in 2023 Q4. The latest visible filing shows HSY at 0.11% 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 W ADVISORS, 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 Q3

HSY was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 W ADVISORS, LLC held HSY β€” position size vs. price
% of Fund (quarterly)    HSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,070 -53 -4.7% 0.11% $200K 2025-11-14 $176.67
2024 Q3 ADDED 1,123 +2 +0.2% 0.13% $215K 2024-10-28 $174.48
2024 Q2 UNCHANGED 1,121 β€” 0% 0.14% $206K 2024-08-06 $188.94
2024 Q1 ADDED 1,121 +24 +2.2% 0.15% $218K 2024-04-25 $176.16
2023 Q4 ADDED 1,097 +4 +0.4% 0.15% $205K 2024-02-06 $182.03
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning HSY?

W ADVISORS, LLC reported HSY across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HSY position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HSY was 0.15% in 2023 Q4.

What is the latest reported HSY position on this page?

The most recent filing on this page is 2025 Q3, when W ADVISORS, LLC reported 1,070 shares, equal to 0.11% of portfolio, with an estimated market value of $200K.

What does the chart on this HSY ownership page compare?

The chart compares W ADVISORS, 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.

← Back to W ADVISORS, LLC Holdings