Clearstead Advisors, LLC

Position in HSY — Hershey Co

CIK 842775 CLEVELAND, OH

Position in HSY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,461,147

+$601,938 QoQ

Shares Held

8,328

+101.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#530

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $3,712,543 across 3 Confectioners names. HSY ranks #2 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDLZ	Mondelez International, Inc.	38,915	$2,250,843
2	HSY	Hershey Co This page	8,328	$1,461,147
3	TR	Tootsie Roll Industries Inc	14	$553

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,147	8,328	+101.5%	Shares	Sole	2026-08-06
2026-03-31	$859,209	4,133	-28.7%	Shares	Sole	2026-05-06
2025-12-31	$1,054,210	5,793	-2.0%	Shares	Sole	2026-02-09
2025-09-30	$1,105,652	5,911	+5.3%	Shares	Sole	2025-11-10
2025-06-30	$931,643	5,614	+30.4%	Shares	Sole	2025-08-08
2025-03-31	$736,113	4,304	-35.2%	Shares	Sole	2025-05-13
2024-12-31	$1,125,669	6,647	+21.8%	Shares	Sole	2025-02-10
2024-09-30	$1,046,543	5,457	+28.7%	Shares	Sole	2024-11-13
2024-06-30	$779,255	4,239	+1681.1%	Shares	Sole	2024-08-12
2024-03-31	$46,291	238	-47.5%	Shares	Sole	2024-05-14
2023-12-31	$84,457	453	-14.0%	Shares	Sole	2024-02-12
2023-09-30	$105,442	527	+26.1%	Shares	Sole	2023-11-07
2023-06-30	$104,374	418	0.0%	Shares	Sole	2023-08-07
2023-03-31	$106,343	418	+3.5%	Shares	Sole	2023-05-09
2022-12-31	$93,554	404	0.0%	Shares	Sole	2023-02-14
2022-09-30	$89,069	404	+7.4%	Shares	Sole	2022-11-15
2022-06-30	$80,900	376	0.0%	Shares	Sole	2022-08-12
2022-03-31	$81,452	376	-40.7%	Shares	Sole	2022-05-04
2021-12-31	$122,659	634	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$104,935	620	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$105,901	608	+1.7%	Shares	Sole	2021-08-12
2021-03-31	$94,579	598	-6.9%	Shares	Sole	2021-05-14
2020-12-31	$97,795	642	-5.3%	Shares	Sole	2021-02-11
2020-09-30	$97,184	678	-45.1%	Shares	Sole	2020-11-12
2020-06-30	$159,951	1,234	+33.0%	Shares	Sole	2020-08-11
2020-03-31	$122,960	928	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.