Ownership history in Capital Analysts, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * HERSHEY CO (HSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 542 | — | 0% | 0.00% | $101K | $184.41 |
| 2025 Q2 | REDUCED | 542 | -727 | -57.3% | 0.00% | $90K | $162.36 |
| 2025 Q1 | ADDED | 1,269 | +25 | +2.0% | 0.01% | $217K | $165.93 |
| 2024 Q4 | UNCHANGED | 1,244 | — | 0% | 0.01% | $211K | $162.90 |
| 2024 Q3 | ADDED | 1,244 | +467 | +60.1% | 0.01% | $239K | $183.00 |
| 2024 Q2 | UNCHANGED | 777 | — | 0% | 0.01% | $143K | $174.19 |
| 2024 Q1 | ADDED | 777 | +10 | +1.3% | 0.01% | $151K | $183.07 |
| 2023 Q4 | ADDED | 767 | +567 | +283.5% | 0.01% | $143K | $174.24 |
| 2021 Q2 | REDUCED | 200 | -200 | -50.0% | 0.00% | $35K | $155.18 |
| 2016 Q1 | UNCHANGED | 400 | — | 0% | 0.01% | $37K | $72.55 |
As of 2025 Q4 — sorted by position size