Position in HSY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$108,306,162
+$8,933,287 QoQ
Shares Held
617,305
+29.1% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#35
of 1,406 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $215,932,511 across 3 Confectioners names. HSY ranks #1 (50.2% 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 | $108,306,162 | 617,305 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $99,372,875 | 478,007 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $93,205,242 | 512,173 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,703,663 | 495,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,798,614 | 438,678 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,827,652 | 425,818 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $67,759,305 | 400,114 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $64,482,572 | 336,232 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $58,950,604 | 320,680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $56,683,913 | 291,434 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $44,444,685 | 238,386 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,013,998 | 209,986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $49,359,697 | 197,676 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $46,812,457 | 184,004 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $41,297,267 | 178,336 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $46,364,400 | 210,298 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,748,116 | 207,976 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,037,882 | 198,670 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,222,320 | 197,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,110,617 | 189,723 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $31,846,026 | 182,834 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,919,780 | 170,206 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,455,726 | 147,415 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,553,407 | 73,625 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,454,334 | 65,224 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,152,460 | 61,528 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||