EP Wealth Advisors, LLC

Position in HSY — Hershey Co

CIK 1540569 TORRANCE, CA

Position in HSY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,659,971

+$6,033,856 QoQ

Shares Held

43,659

+458.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#223

of 1,406 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $9,484,435 across 3 Confectioners names. HSY ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSY	Hershey Co This page	43,659	$7,659,971
2	MDLZ	Mondelez International, Inc.	26,564	$1,536,461
3	TR	Tootsie Roll Industries Inc	7,282	$288,003

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,659,971	43,659	+458.2%	Shares	Sole	2026-08-12
2026-03-31	$1,626,115	7,822	+19.5%	Shares	Sole	2026-05-14
2025-12-31	$1,190,695	6,543	+19.4%	Shares	Sole	2026-02-18
2025-06-30	$909,074	5,478	+67.5%	Shares	Sole	2025-08-14
2025-03-31	$559,268	3,270	+16.5%	Shares	Sole	2025-05-15
2024-12-31	$475,534	2,808	-21.5%	Shares	Sole	2025-02-14
2024-09-30	$686,188	3,578	-1.0%	Shares	Sole	2024-11-15
2024-06-30	$664,177	3,613	+11.8%	Shares	Sole	2024-08-19
2024-03-31	$628,818	3,233	+10.5%	Shares	Sole	2024-05-14
2023-12-31	$545,523	2,926	-71.6%	Shares	Sole	2024-02-28
2023-09-30	$2,064,625	10,319	-56.2%	Shares	Sole	2023-11-24
2023-06-30	$5,876,939	23,536	+256.0%	Shares	Sole	2023-08-14
2023-03-31	$263,678	6,612	-63.6%	Shares	Sole	2023-06-05
2022-12-31	$4,206,469	18,165	+43.7%	Shares	Sole	2023-06-12
2022-09-30	$2,787,622	12,644	+715.7%	Shares	Sole	2022-12-02
2022-06-30	$333,498	1,550	-2.8%	Shares	Sole	2022-08-11
2022-03-31	$345,308	1,594	+13.7%	Shares	Sole	2022-05-20
2021-12-31	$271,244	1,402	+7.4%	Shares	Sole	2022-02-17
2021-09-30	$220,871	1,305	-24.3%	Shares	Sole	2021-11-23
2021-06-30	$300,286	1,724	+26.0%	Shares	Sole	2021-08-24
2021-03-31	$216,362	1,368	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.