Capital Advisors Inc’s Hershey HSY Stock Holding History

Capital Advisors Inc’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	$205K	Buy	1,171 +2	+0.2%	+$377	﹤0.01%	358
2026 Q1	$243K	Hold	1,169	–	–	﹤0.01%	322
2025 Q4	$213K	Buy	1,169 +12	+1%	+$2.19K	﹤0.01%	323
2025 Q3	$216K	Buy	+1,157	New	+$210K	﹤0.01%	319
2025 Q2	–	Sell	-1,498	Closed	-$256K	–	332
2025 Q1	$256K	Sell	1,498 -607	-29%	-$99.4K	0.01%	276
2024 Q4	$356K	Buy	2,105 +133	+7%	+$23.9K	0.01%	228
2024 Q3	$378K	Sell	1,972 -4	-0.2%	-$778	0.01%	221
2024 Q2	$363K	Buy	1,976 +909	+85%	+$176K	0.01%	230
2024 Q1	$208K	Buy	+1,067	New	+$206K	﹤0.01%	293
2023 Q4	–	Sell	-1,057	Closed	-$211K	–	292
2023 Q3	$211K	Sell	1,057 -28	-3%	-$6.27K	0.01%	241
2023 Q2	$271K	Buy	1,085 +210	+24%	+$55.1K	0.01%	229
2023 Q1	$223K	Buy	875 +8	+0.9%	+$1.88K	0.01%	238
2022 Q4	$201K	Buy	+867	New	+$200K	0.01%	242

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Advisors Inc's HSY Position: Q2 2026 in Review

Capital Advisors Inc increased its Hershey (HSY) stake by 0.17% in Q2 2026, buying an estimated $377 and bringing the position to 1,171 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Capital Advisors Inc first reported a position in HSY in Q4 2022 and has held it in 13 quarters since. The position peaked at $378K in Q3 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Capital Advisors Inc held 1,171 shares of Hershey worth $205K as of Q2 2026.
Capital Advisors Inc bought 2 Hershey shares in Q2 2026, an estimated $377.
Hershey made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #358 holding.
Capital Advisors Inc first reported a position in Hershey in Q4 2022 and has held it in 13 quarters since.
Capital Advisors Inc's Hershey position peaked at $378K in Q3 2024.
431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.