Position in HSY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,541,536
-$4,640,217 QoQ
Shares Held
88,581
-8.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#148
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)
Derivatives in HSY
reported options exposure · as of Mar 31, 2022CallValue
$216
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026HighTower Advisors, LLC holds $80,780,772 across 3 Confectioners names. HSY ranks #2 (19.2% of the industry book) .
All Filings in HSY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,541,536 | 88,581 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,181,753 | 97,079 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,867,342 | 98,183 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,777,949 | 100,390 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $15,067,762 | 90,797 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,336,626 | 101,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,263,054 | 113,747 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,044,093 | 120,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,644,414 | 74,223 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,676,505 | 80,599 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $20,367,078 | 109,242 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $27,894,153 | 139,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,066,120 | 140,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,906,998 | 121,485 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,309,814 | 126,570 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,698,942 | 84,814 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,115,826 | 84,197 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $14,735,822 | 68,023 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $216 | 1 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $11,424,596 | 59,051 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,474,855 | 50,073 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,293,896 | 53,358 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,632,530 | 54,581 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,720,050 | 24,421 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,264,855 | 22,777 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,977,371 | 22,970 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,006,027 | 22,687 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||