Position in HSY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,266,573
-$231,482 QoQ
Shares Held
7,219
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#562
of 1,406 holders
Holding Since
Jun 2022
17 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, 2026Williams Jones Wealth Management, LLC. holds $3,117,637 across 3 Confectioners names. HSY ranks #2 (40.6% of the industry book) .
All Filings in HSY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,573 | 7,219 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,498,055 | 7,206 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,310,619 | 7,202 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,347,134 | 7,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,199,320 | 7,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,231,758 | 7,202 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,219,658 | 7,202 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,390,405 | 7,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,325,414 | 7,210 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,402,345 | 7,210 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,338,639 | 7,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,436,574 | 7,180 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,792,846 | 7,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,826,663 | 7,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,664,062 | 7,186 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,582,974 | 7,180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,544,848 | 7,180 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||