Position in HSY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$175
-$31,008 QoQ
Shares Held
1
-99.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,394
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, 2026Plante Moran Financial Advisors, LLC holds $58,982 across 3 Confectioners names. HSY ranks #2 (0.3% of the industry book) .
All Filings in HSY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175 | 1 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,183 | 150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $54,594 | 300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $73,884 | 395 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $65,550 | 395 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,260 | 136 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,088 | 95 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $18,219 | 95 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,463 | 95 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $25,868 | 133 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $23,305 | 125 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $65,426 | 327 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $81,651 | 327 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $83,192 | 327 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $75,491 | 326 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $71,652 | 325 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $102,201 | 475 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $69,971 | 323 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $62,490 | 323 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $60,422 | 357 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $50,686 | 291 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $45,866 | 290 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $45,546 | 299 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,281 | 288 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,200 | 287 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $64,262 | 485 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||