Capital Investment Advisory Services’s Hershey HSY Stock Holding History

Capital Investment Advisory Services’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	$324K	Buy	1,847 +118	+7%	+$22.3K	0.02%	561
2026 Q1	$359K	Buy	1,729 +12	+0.7%	+$2.53K	0.03%	468
2025 Q4	$312K	Buy	1,717 +1	+0.1%	+$183	0.02%	496
2025 Q3	$321K	Sell	1,716 -49	-3%	-$8.9K	0.03%	469
2025 Q2	$293K	Buy	1,765 +400	+29%	+$65.9K	0.02%	465
2025 Q1	$233K	Buy	+1,365	New	+$223K	0.02%	503
2020 Q4	–	Sell	-2,113	Closed	-$303K	–	707
2020 Q3	$303K	Buy	+2,113	New	+$300K	0.06%	275
2019 Q4	–	Sell	-1,270	Closed	-$197K	–	878
2019 Q3	$197K	Hold	1,270	–	–	0.05%	269
2019 Q2	$187K	Sell	1,270 -80	-6%	-$10.2K	0.06%	287
2019 Q1	$155K	Hold	1,350	–	–	0.06%	254
2018 Q4	$145K	Buy	+1,350	New	+$144K	0.06%	238

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Investment Advisory Services's HSY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Hershey (HSY) stake by 6.8% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,847 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #561.

Capital Investment Advisory Services first reported a position in HSY in Q4 2018 and has held it in 11 quarters since. The position peaked at $359K in Q1 2026. 361 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

Capital Investment Advisory Services held 1,847 shares of Hershey worth $324K as of Q2 2026.
Capital Investment Advisory Services bought 118 Hershey shares in Q2 2026, an estimated $22.3K.
Hershey made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #561 holding.
Capital Investment Advisory Services first reported a position in Hershey in Q4 2018 and has held it in 11 quarters since.
Capital Investment Advisory Services's Hershey position peaked at $359K in Q1 2026.
361 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.