Position in HSY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$80,628,053
+$2,391,582 QoQ
Shares Held
387,840
-9.8% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.34864892739274.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6513510726072607.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $303,484,519 across 3 Confectioners names. HSY ranks #2 (26.6% of the industry book) .
All Filings in HSY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,628,053 | 387,840 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $78,236,471 | 429,918 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $41,843,829 | 223,704 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,389,105 | 189,148 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $33,962,106 | 198,574 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $40,208,427 | 237,428 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $64,724,212 | 337,492 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $62,251,269 | 338,635 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $92,524,620 | 475,705 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $89,657,689 | 480,893 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $59,846,927 | 299,115 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $75,859,856 | 303,804 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $64,149,988 | 252,152 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $61,397,078 | 265,134 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $55,731,947 | 252,787 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $57,229,331 | 265,985 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $53,242,668 | 245,777 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $57,421,894 | 296,800 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $153,215,253 | 905,260 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $139,333,021 | 799,937 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $114,679,281 | 725,084 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $114,891,089 | 754,225 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $128,456,000 | 896,163 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $181,307,785 | 1,398,764 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $178,893,548 | 1,350,140 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||