Capital Advisors Ltd
HSY icon

Capital Advisors Ltd’s Hershey HSY Stock Holding History

Capital Advisors Ltd’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
Q3 		$2K Buy
14
+4
+40% +$705 ﹤0.01% 1245
2026
Q2 		$2K Sell
10
-71
-88% -$13.4K ﹤0.01% 1121
2026
Q1 		$17K Hold
81
– – ﹤0.01% 705
2025
Q4 		$15K Hold
81
– – ﹤0.01% 717
2025
Q3 		$15K Buy
81
+71
+710% +$12.9K ﹤0.01% 709
2025
Q2 		$2K Sell
10
-4
-29% -$659 ﹤0.01% 1070
2025
Q1 		$2K Sell
14
-3
-18% -$491 ﹤0.01% 1062
2024
Q4 		$3K Sell
17
-91
-84% -$16.3K ﹤0.01% 1010
2024
Q3 		$21K Sell
108
-32
-23% -$6.22K ﹤0.01% 602
2024
Q2 		$26K Buy
140
+96
+218% +$18.6K ﹤0.01% 561
2024
Q1 		$9K Buy
44
+32
+267% +$6.17K ﹤0.01% 740
2023
Q4 		$2K Sell
12
-34
-74% -$6.44K ﹤0.01% 1026
2023
Q3 		$9K Buy
46
+15
+48% +$3.36K ﹤0.01% 705
2023
Q2 		$8K Hold
31
– – ﹤0.01% 732
2023
Q1 		$8K Buy
31
+17
+121% +$3.99K ﹤0.01% 590
2022
Q4 		$3K Sell
14
-2
-13% -$461 ﹤0.01% 769
2022
Q3 		$4K Buy
16
+1
+7% +$224 ﹤0.01% 679
2022
Q2 		$3K Buy
15
+1
+7% +$218 ﹤0.01% 623
2022
Q1 		$3K Buy
14
+4
+40% +$812 ﹤0.01% 611
2021
Q4 		$2K Buy
10
+2
+25% +$362 ﹤0.01% 594
2021
Q3 		$1K Buy
+8
New +$1.41K ﹤0.01% 492

Other funds holding HSY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Advisors Ltd's HSY Position: Q3 2026 in Review

Capital Advisors Ltd increased its Hershey (HSY) stake by 40% in Q3 2026, buying an estimated $705 and bringing the position to 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Capital Advisors Ltd first reported a position in HSY in Q3 2021 and has held it in 21 quarters since. The position peaked at $26K in Q2 2024. 1,168 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Capital Advisors Ltd held 14 shares of Hershey worth $2K as of Q3 2026.
  • Capital Advisors Ltd bought 4 Hershey shares in Q3 2026, an estimated $705.
  • Hershey made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1245 holding.
  • Capital Advisors Ltd first reported a position in Hershey in Q3 2021 and has held it in 21 quarters since.
  • Capital Advisors Ltd's Hershey position peaked at $26K in Q2 2024.
  • 1,168 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.