Capital Analysts LLC’s Hershey HSY Stock Holding History

Capital Analysts LLC’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	$113K	Hold	542	–	–	﹤0.01%	767
2025 Q4	$99K	Hold	542	–	–	﹤0.01%	770
2025 Q3	$101K	Hold	542	–	–	﹤0.01%	732
2025 Q2	$90K	Sell	542 -727	-57%	-$120K	﹤0.01%	695
2025 Q1	$217K	Buy	1,269 +25	+2%	+$4.09K	0.01%	519
2024 Q4	$211K	Hold	1,244	–	–	0.01%	479
2024 Q3	$239K	Buy	1,244 +467	+60%	+$90.8K	0.01%	441
2024 Q2	$143K	Hold	777	–	–	0.01%	504
2024 Q1	$151K	Buy	777 +10	+1%	+$1.93K	0.01%	486
2023 Q4	$143K	Buy	+767	New	+$145K	0.01%	476
2016 Q2	–	Sell	-400	Closed	-$36.8K	–	355
2016 Q1	$36.8K	Hold	400	–	–	0.01%	294
2015 Q4	$35.7K	Hold	400	–	–	0.01%	306
2015 Q3	$36.8K	Hold	400	–	–	0.01%	305
2015 Q2	$35.5K	Hold	400	–	–	0.01%	319
2015 Q1	$40.4K	Hold	400	–	–	0.01%	302
2014 Q4	$41.6K	Hold	400	–	–	0.01%	276
2014 Q3	$38.2K	Hold	400	–	–	0.01%	261
2014 Q2	$38.9K	Hold	400	–	–	0.01%	254
2014 Q1	$41.8K	Hold	400	–	–	0.01%	239
2013 Q4	$38.9K	Hold	400	–	–	0.01%	232
2013 Q3	$37K	Hold	400	–	–	0.01%	224
2013 Q2	$35.7K	Buy	+400	New	+$35.3K	0.01%	207

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Analysts LLC's HSY Position: Q1 2026 in Review

Capital Analysts LLC held its Hershey (HSY) position steady in Q1 2026 at 542 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Capital Analysts LLC first reported a position in HSY in Q2 2013 and has held it in 22 quarters since. The position peaked at $239K in Q3 2024. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Capital Analysts LLC held 542 shares of Hershey worth $113K as of Q1 2026.
Capital Analysts LLC left its Hershey share count unchanged in Q1 2026.
Hershey made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #767 holding.
Capital Analysts LLC first reported a position in Hershey in Q2 2013 and has held it in 22 quarters since.
Capital Analysts LLC's Hershey position peaked at $239K in Q3 2024.
1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.