Position in HSY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,686,951
+$97,720 QoQ
Shares Held
9,615
+10.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#496
of 1,406 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $2,793,078 across 3 Confectioners names. HSY ranks #1 (60.4% of the industry book) .
All Filings in HSY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,686,951 | 9,615 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,589,231 | 8,733 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,430,371 | 7,647 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $442,754 | 2,668 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $379,344 | 2,240 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $409,066 | 2,133 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $404,793 | 2,202 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $136,344 | 701 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $137,406 | 737 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $135,654 | 678 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $208,249 | 834 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $211,669 | 832 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $138,015 | 596 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $126,329 | 573 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $109,946 | 511 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $109,398 | 505 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $76,331 | 451 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $78,206 | 449 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $65,478 | 414 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $62,759 | 412 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $58,769 | 410 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $53,144 | 410 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $54,060 | 408 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||