Position in HSY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$291,247
-$46,366 QoQ
Shares Held
1,660
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#970
of 1,401 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $355,274 across 3 Confectioners names. HSY ranks #1 (82.0% of the industry book) .
All Filings in HSY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,247 | 1,660 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $337,613 | 1,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,530 | 1,591 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||