Creative Planning

Position in HSY — Hershey Co

CIK 1540235 OVERLAND PARK, KS

Position in HSY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,965,689

-$2,203,053 QoQ

Shares Held

68,200

+0.1% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#175

of 1,406 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $42,077,226 across 3 Confectioners names. HSY ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc.	510,815	$29,545,538
2	HSY	Hershey Co This page	68,200	$11,965,689
3	TR	Tootsie Roll Industries Inc	14,311	$565,999

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,965,689	68,200	+0.1%	Shares	Defined	2026-08-13
2026-03-31	$14,168,742	68,155	-3.8%	Shares	Sole	2026-05-12
2025-12-31	$12,892,191	70,844	-7.6%	Shares	Sole	2026-02-17
2025-09-30	$14,337,568	76,651	-6.6%	Shares	Defined	2025-11-14
2025-06-30	$13,621,175	82,080	+6.7%	Shares	Sole	2025-08-08
2025-03-31	$13,160,587	76,949	-22.1%	Shares	Sole	2025-05-15
2024-12-31	$16,730,425	98,792	+78.8%	Shares	Defined	2025-02-14
2024-09-30	$10,596,611	55,254	-12.3%	Shares	Defined	2024-10-11
2024-06-30	$11,586,796	63,030	+13.3%	Shares	Defined	2024-08-15
2024-03-31	$10,823,536	55,648	+5.6%	Shares	Defined	2024-05-13
2023-12-31	$9,824,827	52,697	-0.8%	Shares	Defined	2024-02-14
2023-09-30	$10,623,847	53,098	-1.6%	Shares	Defined	2023-11-16
2023-06-30	$13,473,062	53,957	+1.9%	Shares	Sole	2023-07-21
2023-03-31	$13,475,842	52,969	+0.6%	Shares	Sole	2023-05-15
2022-12-31	$12,188,686	52,635	-10.8%	Shares	Sole	2023-02-10
2022-09-30	$13,012,359	59,021	+10.0%	Shares	Sole	2022-11-03
2022-06-30	$11,547,852	53,671	+9.0%	Shares	Sole	2022-08-15
2022-03-31	$10,669,894	49,254	+74.0%	Shares	Sole	2022-05-16
2021-12-31	$5,477,716	28,313	-2.8%	Shares	Sole	2022-02-11
2021-09-30	$4,929,914	29,128	-7.5%	Shares	Sole	2021-11-10
2021-06-30	$5,486,669	31,500	-2.2%	Shares	Sole	2021-08-04
2021-03-31	$5,094,491	32,211	+28.3%	Shares	Sole	2021-04-30
2020-12-31	$3,825,158	25,111	+10.3%	Shares	Sole	2021-01-29
2020-09-30	$3,262,275	22,759	+14.6%	Shares	Sole	2020-11-05
2020-06-30	$2,573,216	19,852	+4.7%	Shares	Sole	2020-07-23
2020-03-31	$2,511,935	18,958	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.