Position in HSY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,864,085
-$21,450,772 QoQ
Shares Held
204,412
-25.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#84
of 1,406 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $123,847,111 across 2 Confectioners names. HSY ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDLZ |
Mondelez International, Inc.
|
1,521,145 | $87,983,026 | |
| 2 | HSY |
Hershey Co
This page
|
204,412 | $35,864,085 |
All Filings in HSY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,864,085 | 204,412 | Shares | Sole | 2026-08-12 | |
| 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 | $35,070,522 | 207,089 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||