HSY HERSHEY CO

Ownership history in Caprock Group, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, 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.

Peak position
0.06% (2017 Q2)
Avg. % of fund
0.03%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,986 +2,107 +73.2% 0.02% $923K $184.41
2025 Q1 REDUCED 2,879 -432 -13.0% 0.02% $492K $165.93
2024 Q4 ADDED 3,311 +315 +10.5% 0.02% $561K $162.90
2024 Q3 REDUCED 2,996 -406 -11.9% 0.02% $575K $183.00
2024 Q2 ADDED 3,402 +2,047 +151.1% 0.03% $625K $174.19
2024 Q1 REDUCED 1,355 -253 -15.7% 0.02% $264K $183.07
2023 Q4 ADDED 1,608 +519 +47.7% 0.02% $300K $174.24
2023 Q3 REDUCED 1,089 -112 -9.3% 0.02% $218K $185.85
2023 Q2 REDUCED 1,201 -222 -15.6% 0.02% $300K $230.68
2023 Q1 ADDED 1,423 +39 +2.8% 0.03% $362K $234.12
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% of Fund (quarterly)    HSY price (monthly, adj. close)
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