Position in HSY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,719,103
+$177,429 QoQ
Shares Held
22,700
-9.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $8,387,871 across 3 Confectioners names. HSY ranks #1 (56.3% of the industry book) .
All Filings in HSY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,719,103 | 22,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,541,674 | 24,957 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,014,997 | 26,811 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,643,778 | 27,983 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,390,131 | 8,128 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,194,425 | 7,053 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,541,911 | 8,040 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,920,288 | 10,446 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,714,712 | 8,816 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,619,231 | 8,685 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,925,770 | 9,625 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,067,016 | 8,278 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,377,121 | 5,413 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $949,668 | 4,101 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $763,046 | 3,461 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $718,849 | 3,341 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $518,612 | 2,394 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $414,219 | 2,141 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $269,979 | 1,550 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $245,148 | 1,550 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $236,111 | 1,550 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $222,177 | 1,550 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $200,911 | 1,550 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $205,375 | 1,550 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||