Position in HSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,962,954
-$1,041,117 QoQ
Shares Held
28,287
-2.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#281
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Advisors Asset Management, Inc. holds $8,078,127 across 3 Confectioners names. HSY ranks #1 (61.4% of the industry book) .
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,962,954 | 28,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,004,071 | 28,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,790,057 | 31,817 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,263,556 | 33,486 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,526,135 | 33,300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,702,824 | 33,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,253,575 | 31,022 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,386,141 | 28,085 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,342,248 | 23,621 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,049,879 | 20,822 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,277,615 | 17,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,948,178 | 9,737 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,573,110 | 6,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,870,762 | 11,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,609,713 | 15,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,940,239 | 17,872 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,663,441 | 26,322 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,563,889 | 30,300 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,786,107 | 29,907 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,143,676 | 30,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,465,594 | 31,379 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,815,972 | 30,450 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,170,994 | 33,946 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,146,766 | 35,906 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,179,355 | 39,958 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,639,730 | 42,564 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||