Position in HSY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,788,140
-$2,025,088 QoQ
Shares Held
21,591
-22.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,429,306 across 3 Confectioners names. HSY ranks #2 (24.6% of the industry book) .
All Filings in HSY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,788,140 | 21,591 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,813,228 | 27,963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,006,451 | 27,511 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,002,278 | 26,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,467,525 | 20,895 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,667,567 | 21,444 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,979,216 | 23,497 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,318,203 | 251,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,837,459 | 249,347 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,748,015 | 19,270 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,618,800 | 19,410 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,748,898 | 18,737 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,121,346 | 20,510 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,529,855 | 21,736 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,190,641 | 22,415 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,190,252 | 19,006 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,398,452 | 15,795 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,250,533 | 15,005 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,506,016 | 12,953 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,166,738 | 12,802 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,817,394 | 10,434 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,521,182 | 9,618 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,019,849 | 6,695 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,102,427 | 7,691 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,098,399 | 8,474 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,062,782 | 8,021 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||