Position in HSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$166,067,809
+$50,646,244 QoQ
Shares Held
946,525
+70.5% QoQ
Ownership
0.471%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#28
of 1,406 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $355,357,499 across 3 Confectioners names. HSY ranks #2 (46.7% of the industry book) .
All Filings in HSY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,067,809 | 946,525 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $115,421,565 | 555,205 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $96,153,681 | 528,375 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $94,955,743 | 507,649 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $80,274,659 | 483,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $80,694,347 | 471,814 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,978,088 | 478,170 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||