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Caprock Group’s Hershey HSY Stock Holding History

Caprock Group’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
2025
Q4 		– Sell
-4,986
Closed -$923K – 1244
2025
Q3 		$923K Buy
+4,986
New +$906K 0.02% 596
2025
Q1 		$492K Sell
2,879
-432
-13% -$70.7K 0.02% 721
2024
Q4 		$561K Buy
3,311
+315
+11% +$56.5K 0.02% 585
2024
Q3 		$575K Sell
2,996
-406
-12% -$78.9K 0.02% 530
2024
Q2 		$625K Buy
3,402
+2,047
+151% +$396K 0.03% 482
2024
Q1 		$264K Sell
1,355
-253
-16% -$48.8K 0.02% 601
2023
Q4 		$300K Buy
1,608
+519
+48% +$98.3K 0.02% 533
2023
Q3 		$218K Sell
1,089
-112
-9% -$25.1K 0.02% 587
2023
Q2 		$300K Sell
1,201
-222
-16% -$58.2K 0.02% 500
2023
Q1 		$362K Buy
1,423
+39
+3% +$9.16K 0.03% 441
2022
Q4 		$320K Buy
1,384
+117
+9% +$27K 0.03% 383
2022
Q3 		$279K Buy
+1,267
New +$284K 0.03% 421
2022
Q2 		– Sell
-1,067
Closed -$231K – 585
2022
Q1 		$231K Buy
+1,067
New +$217K 0.02% 518
2018
Q2 		– Sell
-2,155
Closed -$213K – 466
2018
Q1 		$213K Sell
2,155
-5
-0.2% -$517 0.05% 378
2017
Q4 		$236K Sell
2,160
-239
-10% -$26.3K 0.05% 377
2017
Q3 		$262K Sell
2,399
-138
-5% -$14.7K 0.05% 325
2017
Q2 		$272K Buy
2,537
+261
+11% +$28.8K 0.06% 300
2017
Q1 		$249K Buy
+2,276
New +$244K 0.06% 282

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caprock Group's HSY Position: Q4 2025 in Review

Caprock Group sold out of Hershey (HSY) in Q4 2025, closing a stake of 4,986 shares — an estimated $923K sold.

Caprock Group first reported a position in HSY in Q1 2017 and held it in 18 quarters. The position peaked at $923K in Q3 2025. 1,412 funds tracked by Wall St. Rank hold HSY as of Q4 2025.

  • Caprock Group reported no remaining Hershey position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 4,986 Hershey shares in Q4 2025, an estimated $923K.
  • Caprock Group first reported a position in Hershey in Q1 2017 and held it in 18 quarters.
  • Caprock Group's Hershey position peaked at $923K in Q3 2025.
  • 1,412 funds tracked by Wall St. Rank held Hershey as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.