Position in HSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,097,229
-$3,262,000 QoQ
Shares Held
80,349
-3.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#156
of 1,379 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $36,008,326 across 4 Confectioners names. HSY ranks #2 (39.1% 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 | $14,097,229 | 80,349 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,359,229 | 83,502 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,786,257 | 75,757 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,204,701 | 86,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,806,813 | 59,095 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $8,187,547 | 47,872 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,516,090 | 44,382 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $9,870,338 | 51,467 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,105,280 | 49,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,407,694 | 53,510 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,978,894 | 74,978 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,961,977 | 109,766 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,938,630 | 107,884 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $28,751,378 | 113,012 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $25,860,111 | 111,673 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $23,405,750 | 106,163 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,494,352 | 90,604 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,815,465 | 77,623 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $12,720,068 | 65,747 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $11,327,900 | 66,930 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $12,274,112 | 70,468 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $10,141,374 | 64,121 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,886,562 | 71,467 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $9,382,172 | 65,454 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,563,728 | 66,068 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,516,573 | 173,494 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||