Position in HSY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,174,462
-$199,690 QoQ
Shares Held
6,694
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#581
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, 2026Allworth Financial LP holds $22,941,339 across 4 Confectioners names. HSY ranks #2 (5.1% of the industry book) .
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,462 | 6,694 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,374,152 | 6,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,188,329 | 6,530 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,158,400 | 6,193 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,352,824 | 8,152 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,229,534 | 7,189 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,206,110 | 7,122 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $594,518 | 3,100 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $570,240 | 3,102 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,056,329 | 5,431 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $495,743 | 2,659 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $494,597 | 2,472 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $524,619 | 2,101 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $513,398 | 2,018 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $411,962 | 1,779 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $381,192 | 1,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $352,216 | 1,637 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $338,809 | 1,564 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $201,402 | 1,041 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $175,512 | 1,037 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $152,059 | 873 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $89,518 | 566 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $79,059 | 519 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $73,963 | 516 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $66,624 | 514 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $76,187 | 575 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||