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Cape Investment Advisory’s Hershey HSY Stock Holding History

Cape Investment Advisory’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 		$8.94K Buy
+51
New +$9.62K ﹤0.01% 890
2026
Q1 		– Sell
-43
Closed -$7.77K – 632
2025
Q4 		$7.77K Buy
43
+33
+330% +$6.03K ﹤0.01% 803
2025
Q3 		$1.87K Sell
10
-6
-38% -$1.09K ﹤0.01% 686
2025
Q2 		$2.73K Hold
16
– – ﹤0.01% 889
2025
Q1 		$2.79K Sell
16
-5
-24% -$819 ﹤0.01% 847
2024
Q4 		$3.59K Buy
21
+5
+31% +$897 ﹤0.01% 804
2024
Q3 		$3.08K Hold
16
– – ﹤0.01% 779
2024
Q2 		$2.93K Hold
16
– – ﹤0.01% 751
2024
Q1 		$3.08K Hold
16
– – ﹤0.01% 721
2023
Q4 		$2.93K Hold
16
– – ﹤0.01% 872
2023
Q3 		$3.13K Hold
16
– – ﹤0.01% 739
2023
Q2 		$3.88K Buy
16
+1
+7% +$262 ﹤0.01% 695
2023
Q1 		$3.94K Buy
+15
New +$3.52K ﹤0.01% 723

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cape Investment Advisory's HSY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Hershey (HSY) in Q2 2026: 51 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HSY as recently as Q4 2025.

Cape Investment Advisory first reported a position in HSY in Q1 2023 and has held it in 13 quarters since. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Cape Investment Advisory held 51 shares of Hershey worth $8.94K as of Q2 2026.
  • Hershey was a new Cape Investment Advisory position in Q2 2026.
  • Hershey made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #890 holding.
  • Cape Investment Advisory first reported a position in Hershey in Q1 2023 and has held it in 13 quarters since.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.