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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Caldwell Sutter Capital's HSY Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Hershey (HSY) stake by 0.72% in Q1 2026, selling an estimated $9.28K and leaving 6,060 shares worth $1.26M. The position accounts for 0.51% of the portfolio, ranked #47.

Caldwell Sutter Capital first reported a position in HSY in Q2 2024 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Caldwell Sutter Capital held 6,060 shares of Hershey worth $1.26M as of Q1 2026.
  • Caldwell Sutter Capital sold 44 Hershey shares in Q1 2026, an estimated $9.28K.
  • Hershey made up 0.51% of Caldwell Sutter Capital's portfolio in Q1 2026, its #47 holding.
  • Caldwell Sutter Capital first reported a position in Hershey in Q2 2024 and has held it in 8 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.