Position in HSY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,754
-$15,085 QoQ
Shares Held
10
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,368
of 1,406 holders
Holding Since
Sep 2021
20 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, 2026Capital Advisors, Ltd. LLC holds $203,691 across 3 Confectioners names. HSY ranks #3 (0.9% of the industry book) .
All Filings in HSY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,754 | 10 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,839 | 81 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,740 | 81 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,151 | 81 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2 | 10 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2 | 14 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,878 | 17 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,712 | 108 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $25,736 | 140 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,558 | 44 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2 | 12 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,203 | 46 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,740 | 31 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,886 | 31 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,241 | 14 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,527 | 16 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,227 | 15 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,032 | 14 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,934 | 10 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,354 | 8 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||