Position in HSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,900
-$64,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#917
of 1,406 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $392,044 across 3 Confectioners names. HSY ranks #1 (89.5% of the industry book) .
All Filings in HSY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,900 | 2,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $415,780 | 2,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $363,960 | 2,000 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $374,100 | 2,000 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $333,227 | 2,008 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,368 | 8 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $846 | 5 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||