SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / HSY

Wellington Wealth Strategies, LLC.’s Hershey Co Position

Does Wellington Wealth Strategies, LLC. own Hershey Co (HSY)? Yes — 10.8K shares worth $2M (+1.58% of its 13F portfolio) as of Q4 2024, up from 7.9K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
10.8K
% of Portfolio
+1.58%
Quarters Held
2
currently held

Position History HSY

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202410.8K$2M+1.58%
Q1 20247.9K$2M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of HSY.