Capwealth Advisors, LLC’s Hershey Co Position
Does Capwealth Advisors, LLC own Hershey Co (HSY)? Yes — 56.6K shares worth $12M (+0.87% of its 13F portfolio) as of Q1 2026, down from 57.5K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
56.6K
% of Portfolio
+0.87%
Quarters Held
30
currently held
Position History HSY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 56.6K | $12M | +0.87% |
| Q4 2025 | 57.5K | $10M | +0.72% |
| Q3 2025 | 120.2K | $22M | +0.87% |
| Q2 2025 | 67.0K | $11M | +1.09% |
| Q1 2025 | 66.1K | $11M | +1.22% |
| Q4 2024 | 64.4K | $11M | +1.19% |
| Q3 2024 | 63.4K | $12M | +1.32% |
| Q2 2024 | 62.8K | $12M | +1.46% |
| Q1 2024 | 63.2K | $12M | +1.38% |
| Q4 2023 | 62.8K | $12M | +1.43% |
| Q3 2023 | 62.9K | $13M | +1.61% |
| Q2 2023 | 61.9K | $15M | +1.89% |
| Q1 2023 | 61.6K | $16M | +1.96% |
| Q4 2022 | 61.9K | $14M | +1.68% |
| Q3 2022 | 61.7K | $14M | +1.79% |
| Q2 2022 | 58.2K | $13M | +1.51% |
| Q1 2022 | 57.6K | $12M | +1.28% |
| Q4 2021 | 57.7K | $11M | +1.14% |
| Q3 2021 | 57.2K | $10M | +1.06% |
| Q2 2021 | 56.7K | $10M | +1.07% |
| Q1 2021 | 56.5K | $9M | +1.02% |
| Q4 2020 | 55.7K | $8M | +1.01% |
| Q3 2020 | 54.3K | $8M | +1.04% |
| Q2 2020 | 53.9K | $7M | +0.99% |
| Q1 2020 | 51.5K | $7M | +1.20% |
| Q4 2019 | 50.8K | $7M | +0.94% |
| Q3 2019 | 50.1K | $8M | +1.03% |
| Q2 2019 | 50.1K | $7M | +0.96% |
| Q1 2019 | 50.1K | $6M | +0.88% |
| Q4 2018 | 49.9K | $5M | +0.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of HSY.