Position in HSY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,154,227
+$4,911,546 QoQ
Shares Held
44,034
+88.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98.71005836531693.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2899416346830788.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $88,391,917 across 3 Confectioners names. HSY ranks #2 (10.4% of the industry book) .
All Filings in HSY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,154,227 | 44,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,242,681 | 23,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,081,617 | 21,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,212,957 | 19,361 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,793,432 | 16,333 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,100,447 | 12,403 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,972,456 | 10,285 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $741,385 | 4,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $592,058 | 3,044 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,795 | 1,195 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $258,703 | 1,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,362 | 1,291 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $139,671 | 549 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $133,847 | 578 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $245,824 | 1,115 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $88,861 | 413 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $89,468 | 413 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $786,649 | 4,066 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $78,870 | 466 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $81,167 | 466 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $73,702 | 466 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $44,328 | 291 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||