Position in HSY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,302,534
-$1,798,168 QoQ
Shares Held
53,021
-0.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#203
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $12,141,865 across 3 Confectioners names. HSY ranks #1 (76.6% of the industry book) .
All Filings in HSY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,302,534 | 53,021 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,100,702 | 53,397 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,579,790 | 52,642 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,852,671 | 52,674 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $8,669,891 | 52,244 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $8,000,270 | 46,777 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $2,431,018 | 14,355 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,917,356 | 15,212 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,645,313 | 14,390 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,049,133 | 5,394 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $1,005,656 | 5,394 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $1,109,242 | 5,544 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,978,872 | 7,925 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $2,020,524 | 7,942 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $1,876,411 | 8,103 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $2,196,542 | 9,963 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $2,332,549 | 10,841 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $2,348,485 | 10,841 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,097,988 | 10,844 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,193,720 | 7,053 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,234,238 | 7,086 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,120,720 | 7,086 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,081,237 | 7,098 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,012,553 | 7,064 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $915,635 | 7,064 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $950,025 | 7,170 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||