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 | $437K | Sell |
2,100
-4,000
| -66% | -$844K | ﹤0.01% | 1206 |
|
|
2025
Q4 | $1.11M | Sell |
6,100
-1,000
| -14% | -$183K | ﹤0.01% | 829 |
|
|
2025
Q3 | $1.33M | Buy |
7,100
+1,300
| +22% | +$236K | ﹤0.01% | 907 |
|
|
2025
Q2 | $963K | Sell |
5,800
-4,800
| -45% | -$791K | ﹤0.01% | 866 |
|
|
2025
Q1 | $1.81M | Sell |
10,600
-18,300
| -63% | -$3M | ﹤0.01% | 708 |
|
|
2024
Q4 | $4.89M | Buy |
28,900
+6,200
| +27% | +$1.11M | 0.01% | 548 |
|
|
2024
Q3 | $4.35M | Buy |
22,700
+500
| +2% | +$97.2K | 0.01% | 496 |
|
|
2024
Q2 | $4.08M | Buy |
22,200
+6,000
| +37% | +$1.16M | 0.01% | 500 |
|
|
2024
Q1 | $3.15M | Sell |
16,200
-15,100
| -48% | -$2.91M | 0.01% | 607 |
|
|
2023
Q4 | $5.84M | Buy |
31,300
+11,300
| +57% | +$2.14M | 0.02% | 484 |
|
|
2023
Q3 | $4M | Sell |
20,000
-300
| -1% | -$67.2K | 0.02% | 493 |
|
|
2023
Q2 | $5.07M | Buy |
20,300
+1,100
| +6% | +$289K | 0.03% | 378 |
|
|
2023
Q1 | $4.88M | Sell |
19,200
-7,700
| -29% | -$1.81M | 0.02% | 369 |
|
|
2022
Q4 | $6.23M | Buy |
26,900
+1,300
| +5% | +$300K | 0.05% | 326 |
|
|
2022
Q3 | $5.64M | Buy |
25,600
+2,100
| +9% | +$471K | 0.03% | 378 |
|
|
2022
Q2 | $5.06M | Sell |
23,500
-11,400
| -33% | -$2.48M | 0.02% | 410 |
|
|
2022
Q1 | $7.56M | Sell |
34,900
-115,400
| -77% | -$23.4M | 0.02% | 561 |
|
|
2021
Q4 | $29.1M | Sell |
150,300
-20,100
| -12% | -$3.64M | 0.05% | 330 |
|
|
2021
Q3 | $28.8M | Buy |
170,400
+29,400
| +21% | +$5.19M | 0.06% | 318 |
|
|
2021
Q2 | $24.6M | Buy |
141,000
+33,900
| +32% | +$5.71M | 0.06% | 305 |
|
|
2021
Q1 | $16.9M | Buy |
107,100
+16,500
| +18% | +$2.48M | 0.05% | 330 |
|
|
2020
Q4 | $13.8M | Buy |
90,600
+4,300
| +5% | +$636K | 0.05% | 318 |
|
|
2020
Q3 | $12.4M | Buy |
86,300
+13,800
| +19% | +$1.96M | 0.06% | 264 |
|
|
2020
Q2 | $9.4M | Sell |
72,500
-6,500
| -8% | -$874K | 0.06% | 276 |
|
|
2020
Q1 | $10.5M | Sell |
79,000
-49,500
| -39% | -$7.3M | 0.17% | 120 |
|
|
2019
Q4 | $18.9M | Buy |
128,500
+41,600
| +48% | +$6.17M | 0.1% | 213 |
|
|
2019
Q3 | $13.5M | Buy |
86,900
+40,900
| +89% | +$6.18M | 0.09% | 223 |
|
|
2019
Q2 | $6.17M | Buy |
46,000
+20,800
| +83% | +$2.64M | 0.04% | 406 |
|
|
2019
Q1 | $2.89M | Buy |
25,200
+18,400
| +271% | +$2M | 0.03% | 490 |
|
|
2018
Q4 | $729K | Buy |
+6,800
| New | +$723K | 0.01% | 720 |
|
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. 1,471 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.