Hershey Company shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Hershey Company (HSY) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Hershey Company
Tip: Access up to 7 years of quarterly data
All positions including Hershey Company held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hershey Company by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 60k | 187.05 |
| 2025-06-30 | $11M | 67k | 165.95 |
| 2025-03-31 | $11M | 66k | 171.03 |
| 2024-12-31 | $11M | 64k | 169.35 |
| 2024-09-30 | $12M | 63k | 191.78 |
| 2024-06-30 | $12M | 63k | 183.83 |
| 2024-03-31 | $12M | 63k | 194.50 |
| 2023-12-31 | $12M | 63k | 186.44 |
| 2023-09-30 | $13M | 63k | 200.08 |
| 2023-06-30 | $16M | 62k | 249.70 |
| 2023-03-31 | $16M | 62k | 254.41 |
| 2022-12-31 | $14M | 62k | 231.57 |
| 2022-09-30 | $14M | 62k | 220.47 |
| 2022-06-30 | $13M | 58k | 215.16 |
| 2022-03-31 | $13M | 58k | 216.63 |
| 2021-12-31 | $11M | 58k | 193.47 |
| 2021-09-30 | $9.7M | 57k | 169.25 |
| 2021-06-30 | $9.9M | 57k | 174.17 |
| 2021-03-31 | $8.9M | 57k | 158.16 |
| 2020-12-31 | $8.5M | 56k | 152.33 |
| 2020-09-30 | $7.8M | 54k | 143.34 |
| 2020-06-30 | $7.0M | 54k | 129.62 |
| 2020-03-31 | $6.8M | 52k | 132.50 |
| 2019-12-31 | $7.5M | 51k | 146.97 |
| 2019-09-30 | $7.8M | 50k | 154.98 |
| 2019-06-30 | $6.7M | 50k | 134.02 |
| 2019-03-31 | $5.8M | 50k | 114.83 |
| 2018-12-31 | $5.3M | 50k | 107.18 |
| 2018-09-30 | $4.1M | 40k | 101.99 |
| 2018-06-30 | $4.0M | 43k | 93.05 |
| 2018-03-31 | $5.5M | 48k | 113.51 |
| 2017-12-31 | $5.5M | 48k | 113.51 |
| 2017-09-30 | $5.2M | 48k | 109.18 |
| 2017-06-30 | $5.1M | 48k | 107.36 |
| 2017-03-31 | $5.3M | 48k | 109.25 |
| 2016-12-31 | $5.0M | 48k | 103.43 |
| 2016-09-30 | $4.7M | 49k | 95.61 |
| 2016-06-30 | $5.7M | 50k | 113.50 |
| 2016-03-31 | $4.6M | 50k | 92.09 |
| 2015-12-31 | $4.4M | 50k | 89.26 |
| 2015-09-30 | $4.7M | 51k | 91.88 |
| 2015-06-30 | $6.2M | 70k | 88.83 |
| 2015-03-31 | $7.0M | 70k | 100.91 |
| 2014-12-31 | $7.3M | 71k | 103.93 |
| 2014-09-30 | $6.4M | 67k | 95.43 |
| 2014-06-30 | $5.9M | 61k | 97.36 |
| 2014-03-31 | $5.9M | 56k | 104.40 |
| 2013-12-31 | $5.4M | 56k | 97.22 |
| 2013-09-30 | $5.5M | 59k | 92.50 |
| 2013-06-30 | $5.2M | 59k | 89.28 |
| 2013-03-31 | $4.9M | 56k | 87.53 |
| 2012-12-31 | $3.9M | 54k | 72.22 |
| 2012-09-30 | $3.7M | 52k | 70.89 |
| 2012-06-30 | $3.5M | 49k | 72.04 |
| 2012-03-31 | $2.7M | 44k | 61.34 |
| 2011-12-31 | $2.1M | 34k | 61.78 |