Position in HSY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$28,949
-$44,851 QoQ
Shares Held
165
-53.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,229
of 1,406 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $116,463 across 3 Confectioners names. HSY ranks #2 (24.9% of the industry book) .
All Filings in HSY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,949 | 165 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $73,800 | 355 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $59,325 | 326 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $68,647 | 367 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $50,448 | 304 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,748 | 57 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,652 | 57 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,588 | 123 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,411 | 24 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,668 | 24 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||