Position in HSY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,844,915
-$627,702 QoQ
Shares Held
61,812
+12.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 1,406 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,487,096 across 3 Confectioners names. HSY ranks #2 (28.9% of the industry book) .
All Filings in HSY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,844,915 | 61,812 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,472,617 | 55,186 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $11,481,118 | 63,090 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,022,764 | 74,968 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,555,113 | 75,656 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $15,644,114 | 91,470 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,806,632 | 99,242 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $19,489,450 | 101,624 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,676,838 | 85,279 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,609,661 | 49,407 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,675,047 | 30,439 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,879,550 | 29,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,520,922 | 6,091 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,436,907 | 5,648 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,200,227 | 5,183 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,346,086 | 74,142 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,658,453 | 7,708 | Shares | Sole | 2022-07-18 | |
| 2021-06-30 | $7,894,185 | 45,322 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,347,277 | 40,132 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,913,145 | 38,818 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,631,782 | 11,384 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $783,164 | 6,042 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||