Position in HSY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$57,314,857
+$9,614,442 QoQ
Shares Held
275,698
+5.2% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 75.16273091905514.ToString("F0")%
Shared 0.ToString("F0")%
None 24.837269080944868.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $145,412,804 across 3 Confectioners names. HSY ranks #2 (39.4% of the industry book) .
All Filings in HSY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,314,857 | 275,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,700,415 | 262,119 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,262,917 | 209,906 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,579,528 | 220,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,954,134 | 227,762 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $35,107,440 | 207,307 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $22,509,026 | 117,369 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,394,800 | 105,504 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $992,922 | 5,105 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $398,795 | 2,139 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||