Position in HSY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$136,324
-$23,959 QoQ
Shares Held
777
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,133
of 1,401 holders
Holding Since
Jun 2020
13 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, 2026Costello Asset Management, INC holds $2,729,423 across 3 Confectioners names. HSY ranks #2 (5.0% of the industry book) .
All Filings in HSY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,324 | 777 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $160,283 | 771 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $139,760 | 768 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $142,906 | 764 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $167,609 | 1,010 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $171,885 | 1,005 | Shares | Sole | 2025-05-09 | |
| 2024-03-31 | $38,900 | 200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $51,271 | 275 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $25,010 | 125 | Shares | Sole | 2023-11-08 | |
| 2021-03-31 | $750,469 | 4,745 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $413,575 | 2,715 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $374,834 | 2,615 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $206,095 | 1,590 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||