Position in HSY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$907,952
-$360,176 QoQ
Shares Held
5,175
-15.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#638
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Ballentine Partners, LLC holds $2,106,893 across 3 Confectioners names. HSY ranks #2 (43.1% 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 | $907,952 | 5,175 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,268,128 | 6,100 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,046,566 | 5,751 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,079,465 | 5,771 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $853,480 | 5,143 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $633,495 | 3,704 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $446,913 | 2,639 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $597,586 | 3,116 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $568,217 | 3,091 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,387,562 | 7,134 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $566,031 | 3,036 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $802,920 | 4,013 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $1,437,522 | 5,757 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $1,412,229 | 5,551 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,052,948 | 4,547 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $959,264 | 4,351 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $877,851 | 4,080 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $444,524 | 2,052 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $391,001 | 2,021 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $342,899 | 2,026 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $351,495 | 2,018 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $321,854 | 2,035 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $260,939 | 1,713 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $253,424 | 1,768 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $228,908 | 1,766 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $218,890 | 1,652 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||