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Capital Investment Advisors’s Hershey HSY Stock Holding History

Capital Investment Advisors’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 		$978K Sell
5,572
-943
-14% -$178K 0.01% 371
2026
Q1 		$1.35M Sell
6,515
-1,110
-15% -$234K 0.02% 297
2025
Q4 		$1.39M Sell
7,625
-764
-9% -$140K 0.02% 292
2025
Q3 		$1.57M Sell
8,389
-2,245
-21% -$408K 0.03% 270
2025
Q2 		$1.76M Sell
10,634
-1,715
-14% -$283K 0.03% 243
2025
Q1 		$2.11M Sell
12,349
-21,794
-64% -$3.57M 0.04% 209
2024
Q4 		$5.78M Sell
34,143
-11,166
-25% -$2M 0.12% 127
2024
Q3 		$8.69M Sell
45,309
-5,572
-11% -$1.08M 0.18% 110
2024
Q2 		$9.35M Sell
50,881
-98
-0.2% -$19K 0.21% 97
2024
Q1 		$9.92M Buy
50,979
+48,626
+2,067% +$9.38M 0.23% 91
2023
Q4 		$439K Buy
2,353
+104
+5% +$19.7K 0.01% 406
2023
Q3 		$450K Sell
2,249
-81
-3% -$18.1K 0.01% 384
2023
Q2 		$582K Sell
2,330
-62
-3% -$16.3K 0.02% 319
2023
Q1 		$608K Sell
2,392
-129
-5% -$30.3K 0.02% 321
2022
Q4 		$584K Buy
2,521
+332
+15% +$76.5K 0.02% 334
2022
Q3 		$483K Sell
2,189
-122
-5% -$27.3K 0.02% 344
2022
Q2 		$497K Buy
2,311
+107
+5% +$23.3K 0.02% 348
2022
Q1 		$477K Buy
2,204
+78
+4% +$15.8K 0.01% 366
2021
Q4 		$411K Sell
2,126
-81
-4% -$14.7K 0.01% 410
2021
Q3 		$374K Sell
2,207
-1
-0% -$177 0.01% 411
2021
Q2 		$385K Buy
2,208
+24
+1% +$4.04K 0.01% 408
2021
Q1 		$345K Sell
2,184
-20
-0.9% -$3.01K 0.01% 401
2020
Q4 		$336K Buy
2,204
+5
+0.2% +$740 0.01% 395
2020
Q3 		$315K Sell
2,199
-630
-22% -$89.3K 0.02% 380
2020
Q2 		$367K Buy
+2,829
New +$380K 0.02% 351
2019
Q2 		– Sell
-1,746
Closed -$200K – 517
2019
Q1 		$200K Buy
+1,746
New +$190K 0.01% 457

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capital Investment Advisors reduced its Hershey (HSY) stake by 14% in Q2 2026, selling an estimated $178K and leaving 5,572 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #371.

Capital Investment Advisors first reported a position in HSY in Q1 2019 and has held it in 26 quarters since. The position peaked at $9.92M in Q1 2024. 1,415 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • Capital Investment Advisors held 5,572 shares of Hershey worth $978K as of Q2 2026.
  • Capital Investment Advisors sold 943 Hershey shares in Q2 2026, an estimated $178K.
  • Hershey made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #371 holding.
  • Capital Investment Advisors first reported a position in Hershey in Q1 2019 and has held it in 26 quarters since.
  • Capital Investment Advisors's Hershey position peaked at $9.92M in Q1 2024.
  • 1,415 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.