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CapWealth Advisors, LLC HSY Position History
The Hershey Company • Consumer Defensive
Quarters held
8
Latest value
$9M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.2M |
| Q3 2025 | $11.2M |
| Q3 2025 | $11.2M |
| Q4 2025 | $10.5M |
| Q4 2025 | $10.5M |
| Q1 2026 | $11.8M |
| Q2 2026 | $10M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 57.3K | — | — |
| Q2 2026 | $10M | 56.8K | — | — |
| Q1 2026 | $11.8M | 56.6K | — | — |
| Q4 2025 | $10.5M | 57.5K | — | — |
| Q4 2025 | $10.5M | 57.5K | — | — |
| Q3 2025 | $11.2M | 60.1K | — | — |
| Q3 2025 | $11.2M | 60.1K | — | — |
| Q3 2025 | $11.2M | 60.1K | — | — |
Other funds holding HSY
$3.3B
$3.2B
$3.1B
$1.5B
$1.4B
$1.3B
$1.3B