Capstone Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Sell |
1,200
-500
| -29% | -$105K | ﹤0.01% | 1438 |
|
|
2025
Q4 | $309K | Sell |
1,700
-100
| -6% | -$18.3K | ﹤0.01% | 1332 |
|
|
2025
Q3 | $337K | Buy |
1,800
+500
| +38% | +$90.9K | ﹤0.01% | 1600 |
|
|
2025
Q2 | $216K | Sell |
1,300
-1,900
| -59% | -$313K | ﹤0.01% | 1505 |
|
|
2025
Q1 | $547K | Sell |
3,200
-6,600
| -67% | -$1.08M | ﹤0.01% | 1053 |
|
|
2024
Q4 | $1.66M | Buy |
9,800
+2,500
| +34% | +$448K | ﹤0.01% | 900 |
|
|
2024
Q3 | $1.4M | Buy |
7,300
+400
| +6% | +$77.8K | ﹤0.01% | 849 |
|
|
2024
Q2 | $1.27M | Buy |
6,900
+900
| +15% | +$174K | ﹤0.01% | 890 |
|
|
2024
Q1 | $1.17M | Sell |
6,000
-9,100
| -60% | -$1.76M | ﹤0.01% | 1056 |
|
|
2023
Q4 | $2.82M | Buy |
15,100
+4,600
| +44% | +$872K | 0.01% | 711 |
|
|
2023
Q3 | $2.1M | Buy |
10,500
+800
| +8% | +$179K | 0.01% | 711 |
|
|
2023
Q2 | $2.42M | Buy |
9,700
+1,000
| +11% | +$262K | 0.01% | 584 |
|
|
2023
Q1 | $2.21M | Sell |
8,700
-2,700
| -24% | -$634K | 0.01% | 567 |
|
|
2022
Q4 | $2.64M | Buy |
11,400
+1,300
| +13% | +$300K | 0.02% | 604 |
|
|
2022
Q3 | $2.23M | Buy |
10,100
+1,000
| +11% | +$224K | 0.01% | 713 |
|
|
2022
Q2 | $1.96M | Sell |
9,100
-1,300
| -13% | -$283K | 0.01% | 768 |
|
|
2022
Q1 | $2.25M | Sell |
10,400
-9,400
| -47% | -$1.91M | 0.01% | 999 |
|
|
2021
Q4 | $3.83M | Sell |
19,800
-10,200
| -34% | -$1.85M | 0.01% | 904 |
|
|
2021
Q3 | $5.08M | Buy |
30,000
+2,900
| +11% | +$512K | 0.01% | 851 |
|
|
2021
Q2 | $4.72M | Sell |
27,100
-5,100
| -16% | -$859K | 0.01% | 736 |
|
|
2021
Q1 | $5.09M | Buy |
32,200
+5,300
| +20% | +$798K | 0.02% | 648 |
|
|
2020
Q4 | $4.1M | Buy |
26,900
+2,100
| +8% | +$311K | 0.01% | 659 |
|
|
2020
Q3 | $3.56M | Buy |
24,800
+4,100
| +20% | +$581K | 0.02% | 606 |
|
|
2020
Q2 | $2.68M | Buy |
20,700
+4,400
| +27% | +$592K | 0.02% | 616 |
|
|
2020
Q1 | $2.16M | Sell |
16,300
-13,500
| -45% | -$1.99M | 0.03% | 492 |
|
|
2019
Q4 | $4.38M | Buy |
29,800
+5,300
| +22% | +$786K | 0.02% | 602 |
|
|
2019
Q3 | $3.8M | Buy |
24,500
+10,700
| +78% | +$1.62M | 0.03% | 534 |
|
|
2019
Q2 | $1.85M | Buy |
13,800
+5,000
| +57% | +$635K | 0.01% | 760 |
|
|
2019
Q1 | $1.01M | Buy |
8,800
+6,300
| +252% | +$686K | 0.01% | 804 |
|
|
2018
Q4 | $268K | Buy |
+2,500
| New | +$266K | ﹤0.01% | 968 |
|
Other funds holding HSY
VCM
VPM
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. 1,472 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.
- 1,472 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.