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CoreCap Advisors’s Hershey HSY Stock Holding History

CoreCap 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
Q2 		$1.5M Sell
8,554
-145
-2% -$27.3K 0.04% 302
2026
Q1 		$1.81M Buy
8,699
+42
+0.5% +$8.86K 0.06% 248
2025
Q4 		$1.58M Buy
8,657
+36
+0.4% +$6.58K 0.06% 290
2025
Q3 		$1.61M Sell
8,621
-392
-4% -$71.2K 0.06% 272
2025
Q2 		$1.5M Buy
9,013
+201
+2% +$33.1K 0.06% 264
2025
Q1 		$1.51M Buy
8,812
+520
+6% +$85.1K 0.07% 256
2024
Q4 		$1.4M Buy
8,292
+1,045
+14% +$187K 0.06% 275
2024
Q3 		$1.39M Buy
+7,247
New +$1.41M 0.07% 272
2024
Q2 		– Sell
-6,916
Closed -$1.35M – 2034
2024
Q1 		$1.35M Sell
6,916
-1,100
-14% -$212K 0.07% 252
2023
Q4 		$1.49M Sell
8,016
-6,558
-45% -$1.24M 0.1% 201
2023
Q3 		$2.92M Buy
14,574
+909
+7% +$203K 0.21% 95
2023
Q2 		$3.41M Buy
+13,665
New +$3.58M 0.24% 83
2022
Q4 		$2.95M Buy
12,754
+967
+8% +$223K 0.21% 85
2022
Q3 		$2.6M Buy
11,787
+643
+6% +$144K 0.22% 79
2022
Q2 		$2.4M Buy
11,144
+2,162
+24% +$471K 0.19% 89
2022
Q1 		$1.95M Buy
8,982
+1,899
+27% +$386K 0.13% 127
2021
Q4 		$1.37M Buy
+7,083
New +$1.28M 0.09% 178

Other funds holding HSY

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

CoreCap Advisors's HSY Position: Q2 2026 in Review

CoreCap Advisors reduced its Hershey (HSY) stake by 1.7% in Q2 2026, selling an estimated $27.3K and leaving 8,554 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #302.

CoreCap Advisors first reported a position in HSY in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.41M in Q2 2023. 302 funds tracked by Wall St. Rank hold HSY as of Q2 2026.

  • CoreCap Advisors held 8,554 shares of Hershey worth $1.5M as of Q2 2026.
  • CoreCap Advisors sold 145 Hershey shares in Q2 2026, an estimated $27.3K.
  • Hershey made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #302 holding.
  • CoreCap Advisors first reported a position in Hershey in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Hershey position peaked at $3.41M in Q2 2023.
  • 302 funds tracked by Wall St. Rank held Hershey as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.