Capstone Investment Advisors
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Capstone Investment Advisors’s Hershey HSY Stock Holding History

Capstone 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
Q1 		$3.06M Buy
14,726
+2,788
+23% +$588K 0.01% 529
2025
Q4 		$2.17M Buy
11,938
+6,474
+118% +$1.18M ﹤0.01% 597
2025
Q3 		$1.02M Sell
5,464
-9,695
-64% -$1.76M ﹤0.01% 1017
2025
Q2 		$2.52M Buy
15,159
+13,479
+802% +$2.22M 0.01% 572
2025
Q1 		$287K Sell
1,680
-12,260
-88% -$2.01M ﹤0.01% 1198
2024
Q4 		$2.36M Buy
13,940
+8,085
+138% +$1.45M 0.01% 794
2024
Q3 		$1.12M Sell
5,855
-1,033
-15% -$201K ﹤0.01% 925
2024
Q2 		$1.27M Buy
6,888
+3,214
+87% +$622K ﹤0.01% 891
2024
Q1 		$715K Sell
3,674
-5,557
-60% -$1.07M ﹤0.01% 1356
2023
Q4 		$1.72M Buy
9,231
+2,508
+37% +$475K 0.01% 858
2023
Q3 		$1.35M Buy
+6,723
New +$1.5M 0.01% 879
2022
Q2 		– Sell
-961
Closed -$209K – 1964
2022
Q1 		$208K Buy
961
+700
+268% +$142K ﹤0.01% 1683
2021
Q4 		$50K Sell
261
-11,546
-98% -$2.09M ﹤0.01% 1693
2021
Q3 		$2M Buy
+11,807
New +$2.09M ﹤0.01% 1194
2020
Q3 		– Sell
-9,970
Closed -$1.41M – 1419
2020
Q2 		$1.29M Buy
9,970
+249
+3% +$33.5K 0.01% 842
2020
Q1 		$1.29M Buy
9,721
+3,594
+59% +$530K 0.02% 640
2019
Q4 		$901K Buy
+6,127
New +$908K ﹤0.01% 1029
2017
Q3 		– Sell
-8,021
Closed -$861K – 636
2017
Q2 		$861K Buy
+8,021
New +$885K 0.02% 341

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capstone Investment Advisors's HSY Position: Q1 2026 in Review

Capstone Investment Advisors increased its Hershey (HSY) stake by 23% in Q1 2026, buying an estimated $588K and bringing the position to 14,726 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #529.

Capstone Investment Advisors first reported a position in HSY in Q2 2017 and has held it in 18 quarters since. 1,471 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

  • Capstone Investment Advisors held 14,726 shares of Hershey worth $3.06M as of Q1 2026.
  • Capstone Investment Advisors bought 2,788 Hershey shares in Q1 2026, an estimated $588K.
  • Hershey made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #529 holding.
  • Capstone Investment Advisors first reported a position in Hershey in Q2 2017 and has held it in 18 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.