Position in HSY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,118,272
+$983,866 QoQ
Shares Held
17,773
+73.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#370
of 1,406 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $8,791,543 across 3 Confectioners names. HSY ranks #2 (35.5% of the industry book) .
All Filings in HSY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,118,272 | 17,773 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,134,406 | 10,267 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,527,904 | 8,396 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,047,262 | 10,945 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $37,836 | 228 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $52,164 | 305 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $45,385 | 268 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $56,383 | 294 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $53,126 | 289 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $67,491 | 347 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $194,084 | 1,041 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $269,907 | 1,349 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $334,348 | 1,339 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $342,181 | 1,345 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $334,850 | 1,446 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $326,736 | 1,482 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $349,204 | 1,623 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $368,054 | 1,699 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $326,577 | 1,688 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $286,032 | 1,690 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $295,583 | 1,697 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $261,754 | 1,655 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $250,735 | 1,646 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $232,210 | 1,620 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $241,222 | 1,861 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $255,725 | 1,930 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||