Position in HSY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$218,340,327
-$35,201,896 QoQ
Shares Held
1,244,459
+2.0% QoQ
Ownership
0.619%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#20
of 1,406 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $304,284,086 across 2 Confectioners names. HSY ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSY |
Hershey Co
This page
|
1,244,459 | $218,340,327 | |
| 2 | MDLZ |
Mondelez International, Inc.
|
1,485,888 | $85,943,759 |
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,340,327 | 1,244,459 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $253,542,223 | 1,219,598 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $223,331,312 | 1,227,230 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $228,938,723 | 1,223,944 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $208,977,181 | 1,259,278 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $217,668,509 | 1,272,692 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $185,737,488 | 1,096,767 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $185,019,368 | 964,748 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $171,925,349 | 935,241 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $167,617,959 | 861,789 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $139,493,287 | 748,194 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $131,774,285 | 658,608 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $157,560,448 | 630,999 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $160,091,560 | 629,266 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $144,247,265 | 622,910 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $135,674,368 | 615,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $123,817,908 | 575,469 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $123,163,901 | 568,545 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $108,091,686 | 558,700 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $91,977,725 | 543,443 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $92,565,694 | 531,437 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $80,058,059 | 506,184 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $72,971,551 | 479,036 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $65,050,557 | 453,820 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $54,414,214 | 419,798 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,108,605 | 370,631 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||