Bay Harbor Wealth Management, LLC

Position in HSY — Hershey Co

CIK 1767989 Hunt Valley, MD

Position in HSY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,386

-$187 QoQ

Shares Held

+13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,322

of 1,406 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $15,341 across 3 Confectioners names. HSY ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc.	186	$10,758
2	HSY	Hershey Co This page	25	$4,386
3	TR	Tootsie Roll Industries Inc	5	$197

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,386	25	+13.6%	Shares	Other	2026-07-28
2026-03-31	$4,573	22	+37.5%	Shares	Other	2026-04-14
2025-12-31	$2,911	16	+45.5%	Shares	Other	2026-02-02
2025-09-30	$2,057	11	+37.5%	Shares	Other	2025-10-09
2025-06-30	$1,327	8	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$684	4	-55.6%	Shares	Sole	2025-05-12
2023-06-30	$2,247	9	-64.0%	Shares	Sole	2023-07-19
2020-12-31	$3,808	25	0.0%	Shares	Sole	2021-02-09
2020-09-30	$3,583	25	0.0%	Shares	Sole	2020-10-27
2020-06-30	$3,240	25	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.