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 Q2	–	Sell	-542	Closed	-$113K	–	1567
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's HSY Position: Q2 2026 in Review

Capital Analysts LLC sold out of Hershey (HSY) in Q2 2026, closing a stake of 542 shares — an estimated $113K sold.

Capital Analysts LLC first reported a position in HSY in Q2 2013 and held it in 22 quarters. The position peaked at $239K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Capital Analysts LLC reported no remaining Hershey position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 542 Hershey shares in Q2 2026, an estimated $113K.
Capital Analysts LLC first reported a position in Hershey in Q2 2013 and held it in 22 quarters.
Capital Analysts LLC's Hershey position peaked at $239K in Q3 2024.
1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.