ASSETMARK, INC

Position in HSY — Hershey Co

CIK 1344551 CONCORD, CA

Position in HSY

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,890,649

+$560,985 QoQ

Shares Held

10,776

+68.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#477

of 1,406 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ASSETMARK, INC holds $12,845,272 across 3 Confectioners names. HSY ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc.	189,383	$10,953,912
2	HSY	Hershey Co This page	10,776	$1,890,649
3	TR	Tootsie Roll Industries Inc	18	$711

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,890,649	10,776	+68.5%	Shares	Sole	2026-07-30
2026-03-31	$1,329,664	6,396	-60.9%	Shares	Sole	2026-05-06
2025-12-31	$2,975,554	16,351	+7.7%	Shares	Sole	2026-01-23
2025-09-30	$2,841,102	15,189	+5.0%	Shares	Sole	2025-11-06
2025-06-30	$2,400,964	14,468	+5.3%	Shares	Sole	2025-08-04
2025-03-31	$2,349,610	13,738	+4.2%	Shares	Sole	2025-05-06
2024-12-31	$2,232,541	13,183	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$2,516,345	13,121	+125.5%	Shares	Sole	2024-11-01
2024-06-30	$1,069,706	5,819	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,132,184	5,821	+18.8%	Shares	Sole	2024-05-07
2023-12-31	$913,369	4,899	-59.1%	Shares	Sole	2024-02-09
2023-09-30	$2,396,358	11,977	+4.9%	Shares	Sole	2023-10-27
2023-06-30	$2,850,824	11,417	+0.4%	Shares	Defined	2023-08-11
2023-03-31	$2,893,404	11,373	+0.6%	Shares	Defined	2023-05-05
2022-12-31	$2,618,130	11,306	+0.1%	Shares	Defined	2023-02-10
2022-09-30	$2,489,326	11,291	-7.4%	Shares	Sole	2022-11-01
2022-06-30	$2,622,370	12,188	-0.7%	Shares	Sole	2022-08-03
2022-03-31	$2,658,050	12,270	-25.4%	Shares	Sole	2022-05-13
2021-12-31	$3,180,259	16,438	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$2,754,543	16,275	+51.3%	Shares	Sole	2021-11-12
2021-06-30	$1,874,002	10,759	+12.5%	Shares	Sole	2021-08-16
2021-03-31	$1,512,800	9,565	-93.9%	Shares	Sole	2021-05-14
2020-12-31	$23,900,729	156,901	+7.4%	Shares	Sole	2021-02-10
2020-09-30	$20,948,997	146,149	-32.2%	Shares	Sole	2020-11-13
2020-06-30	$27,958,385	215,695	+39.1%	Shares	Sole	2020-08-11
2020-03-31	$20,540,017	155,019	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.