CAL
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
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

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

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

Capital Advisors Ltd reduced its Hershey (HSY) stake by 88% in Q2 2026, selling an estimated $13.4K and leaving 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Capital Advisors Ltd first reported a position in HSY in Q3 2021 and has held it in 20 quarters since. The position peaked at $26K in Q2 2024. 431 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Capital Advisors Ltd held 10 shares of Hershey worth $2K as of Q2 2026.
  • Capital Advisors Ltd sold 71 Hershey shares in Q2 2026, an estimated $13.4K.
  • Hershey made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1121 holding.
  • Capital Advisors Ltd first reported a position in Hershey in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Ltd's Hershey position peaked at $26K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.