CSC
HSY icon

Caldwell Sutter Capital’s Hershey HSY Stock Holding History

Caldwell Sutter Capital’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
2026
Q2 		$1.1M Buy
6,271
+211
+3% +$39.8K 0.41% 61
2026
Q1 		$1.26M Sell
6,060
-44
-0.7% -$9.28K 0.51% 47
2025
Q4 		$1.11M Hold
6,104
– – 0.47% 50
2025
Q3 		$1.14M Buy
6,104
+175
+3% +$31.8K 0.49% 51
2025
Q2 		$984K Buy
5,929
+35
+0.6% +$5.77K 0.45% 57
2025
Q1 		$1.01M Buy
5,894
+1,744
+42% +$286K 0.48% 56
2024
Q4 		$703K Buy
4,150
+517
+14% +$92.7K 0.33% 83
2024
Q3 		$697K Buy
3,633
+2,691
+286% +$523K 0.32% 84
2024
Q2 		$173K Buy
+942
New +$182K 0.09% 213

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caldwell Sutter Capital's HSY Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Hershey (HSY) stake by 3.5% in Q2 2026, buying an estimated $39.8K and bringing the position to 6,271 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #61.

Caldwell Sutter Capital first reported a position in HSY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q1 2026. 1,410 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Caldwell Sutter Capital held 6,271 shares of Hershey worth $1.1M as of Q2 2026.
  • Caldwell Sutter Capital bought 211 Hershey shares in Q2 2026, an estimated $39.8K.
  • Hershey made up 0.41% of Caldwell Sutter Capital's portfolio in Q2 2026, its #61 holding.
  • Caldwell Sutter Capital first reported a position in Hershey in Q2 2024 and has held it in 9 quarters since.
  • Caldwell Sutter Capital's Hershey position peaked at $1.26M in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.