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HSY icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return