Position in HSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,146,630
-$12,380 QoQ
Shares Held
12,235
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#446
of 1,406 holders
Holding Since
Jun 2024
7 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, 2026IFG Advisory, LLC holds $2,333,802 across 3 Confectioners names. HSY ranks #1 (92.0% of the industry book) .
All Filings in HSY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,146,630 | 12,235 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,159,010 | 11,864 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,330,830 | 12,461 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,082,174 | 12,547 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,994,893 | 11,664 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,060,300 | 6,261 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $971,909 | 5,287 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||