Position in HSY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$198,032,344
-$11,912,856 QoQ
Shares Held
1,128,711
+11.8% QoQ
Ownership
0.562%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#22
of 1,406 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $416,504,493 across 2 Confectioners names. HSY ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDLZ |
Mondelez International, Inc.
|
3,777,181 | $218,472,149 | |
| 2 | HSY |
Hershey Co
This page
|
1,128,711 | $198,032,344 |
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,032,344 | 1,128,711 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $209,945,200 | 1,009,886 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $187,622,653 | 1,031,007 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $206,559,127 | 1,104,299 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $82,850,703 | 499,251 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $70,559,965 | 412,559 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $111,059,221 | 655,797 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $167,982,019 | 875,910 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $143,962,420 | 783,128 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $123,685,078 | 635,913 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $28,647,624 | 153,656 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $36,866,540 | 184,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,054,890 | 120,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $27,924,550 | 109,762 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,035,334 | 116,748 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,449,513 | 115,433 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,149,391 | 84,353 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,282,741 | 79,780 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,776,998 | 71,210 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,642,030 | 68,786 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $11,748,615 | 67,451 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,827,746 | 62,138 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,206,215 | 60,436 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,283,678 | 50,814 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,592,213 | 50,858 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,922,860 | 52,248 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||