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Capstone Triton Financial Group’s Hershey HSY Stock Holding History

Capstone Triton Financial 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
2024
Q4 		$295K Buy
1,744
+179
+11% +$32.1K 0.18% 92
2024
Q3 		$300K Buy
1,565
+219
+16% +$42.6K 0.19% 90
2024
Q2 		$247K Buy
+1,346
New +$260K 0.17% 89

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Capstone Triton Financial Group's HSY Position: Q4 2024 in Review

Capstone Triton Financial Group increased its Hershey (HSY) stake by 11% in Q4 2024, buying an estimated $32.1K and bringing the position to 1,744 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #92.

Capstone Triton Financial Group first reported a position in HSY in Q2 2024 and has held it in 3 quarters since. The position peaked at $300K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold HSY as of Q4 2024.

  • Capstone Triton Financial Group held 1,744 shares of Hershey worth $295K as of Q4 2024.
  • Capstone Triton Financial Group bought 179 Hershey shares in Q4 2024, an estimated $32.1K.
  • Hershey made up 0.18% of Capstone Triton Financial Group's portfolio in Q4 2024, its #92 holding.
  • Capstone Triton Financial Group first reported a position in Hershey in Q2 2024 and has held it in 3 quarters since.
  • Capstone Triton Financial Group's Hershey position peaked at $300K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Hershey as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.