Position in HSY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$55,266
-$9,595 QoQ
Shares Held
315
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,401 holders
Holding Since
Dec 2020
6 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, 2026Pinnacle Wealth Planning Services, Inc. holds $251,210 across 3 Confectioners names. HSY ranks #2 (22.0% of the industry book) .
All Filings in HSY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,266 | 315 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $64,861 | 312 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $59,507 | 327 | Shares | Sole | 2026-02-13 | |
| 2023-06-30 | $207,251 | 830 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $211,160 | 830 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $15,536 | 102 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||