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Hershey Company shares owned by Planned Solutions

Quarter-by-quarter ownership of Hershey Company (HSY) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Hershey Company

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All positions including Hershey Company held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hershey Company by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 1.5k 187.05
2025-06-30 $242k 1.5k 165.95
2024-09-30 $10k 52 191.79
2023-12-31 $9.7k 52 186.44

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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

Top funds holding Hershey Company

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Royal Bank of Canada
Citadel Advisors
Hershey Trust Company
Jpmorgan Chase & Co
UBS Group
Northern Trust
Capital Research Global Investors
Susquehanna International

View all funds holding Hershey Company