Position in HSY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$483,715
+$170,841 QoQ
Shares Held
2,757
+83.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#795
of 1,379 holders
Holding Since
Sep 2023
12 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, 2026Summit Financial, LLC holds $1,541,145 across 2 Confectioners names. HSY ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDLZ |
Mondelez International, Inc.
|
18,282 | $1,057,430 | |
| 2 | HSY |
Hershey Co
This page
|
2,757 | $483,715 |
All Filings in HSY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,715 | 2,757 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $312,874 | 1,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $338,846 | 1,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,380 | 1,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $623,972 | 3,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $408,248 | 2,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $540,057 | 3,189 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $837,695 | 4,368 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $589,910 | 3,209 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $343,876 | 1,768 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $247,405 | 1,327 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,722 | 1,528 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||