CoreCap Advisors
HSY icon

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
Q3 		$1.34M Sell
8,510
-44
-0.5% -$7.75K 0.04% 322
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CoreCap Advisors's HSY Position: Q3 2026 in Review

CoreCap Advisors reduced its Hershey (HSY) stake by 0.51% in Q3 2026, selling an estimated $7.75K and leaving 8,510 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #322.

CoreCap Advisors first reported a position in HSY in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.41M in Q2 2023. 312 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • CoreCap Advisors held 8,510 shares of Hershey worth $1.34M as of Q3 2026.
  • CoreCap Advisors sold 44 Hershey shares in Q3 2026, an estimated $7.75K.
  • Hershey made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #322 holding.
  • CoreCap Advisors first reported a position in Hershey in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Hershey position peaked at $3.41M in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.