The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership23,684 shares
Latest Disclosed Value $ 4,924
Appleton Partners Inc/ma reports 8.89% increase in ownership of HSY / The Hershey Company

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 23,684 shares of The Hershey Company (MX:HSY) valued at $4,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 21,750 shares of The Hershey Company. This represents a change in shares of 8.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F HERSHEY CO COM CS 427866108 23,684 1,934 8.89 5 33.33 0.3435
2026-01-09 2025-12-31 13F HERSHEY CO COM CS 427866108 21,750 -1,506 -6.48 4 -25.00 0.2607
2025-11-05 2025-09-30 13F HERSHEY CS 427866108 23,256 287 1.25 4 33.33 0.2919
2025-07-22 2025-06-30 13F HERSHEY CS 427866108 22,969 -140 -0.61 4 0.00 0.2697
2025-04-22 2025-03-31 13F HERSHEY CS 427866108 23,109 1,028 4.66 4 0.00 0.3054
2025-01-28 2024-12-31 13F HERSHEY CS 427866108 22,081 -6,734 -23.37 4 -40.00 0.2764
2024-10-01 2024-09-30 13F HERSHEY CS 427866108 28,815 353 1.24 6 0.00 0.4066
2024-07-02 2024-06-30 13F HERSHEY CS 427866108 28,462 443 1.58 5 0.00 0.4030
2024-04-01 2024-03-31 13F HERSHEY CS 427866108 28,019 -1,562 -5.28 5 0.00 0.4230
2024-01-02 2023-12-31 13F HERSHEY CS 427866108 29,581 -2,058 -6.50 6 -16.67 0.4447
2023-10-03 2023-09-30 13F HERSHEY CS 427866108 31,639 7,071 28.78 6 0.00 0.5626
2023-07-10 2023-06-30 13F HERSHEY CS 427866108 24,568 9,164 59.49 6 100.00 0.5180
2023-04-10 2023-03-31 13F HERSHEY CS 427866108 15,404 2,425 18.68 4 0.00 0.3486
2023-01-19 2022-12-31 13F HERSHEY CS 427866108 12,979 -36,459 -73.75 3 -99.55 0.2848
2021-07-07 2021-06-30 13F GENERAL ELECTRIC CS 369604103 49,438 -1,010 -2.00 665 0.45 0.0566
2021-04-19 2021-03-31 13F GENERAL ELECTRIC CO COM CS 369604103 50,448 -4,709 -8.54 662 11.07 0.0615
2021-01-19 2020-12-31 13F GENERAL ELECTRIC CO COM CS 369604103 55,157 -4,005 -6.77 596 61.52 0.0587
2020-10-14 2020-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 59,162 -4,267 -6.73 369 -14.78 0.0407
2020-08-14 2020-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 63,429 -5,225 -7.61 433 -20.55 0.0518
2020-05-04 2020-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 68,654 -3,067 -4.28 545 -31.87 0.0755
2020-01-13 2019-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 71,721 57 0.08 800 24.80 0.0879
2019-11-04 2019-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 71,664 -3,095 -4.14 641 -18.34 0.0774
2019-07-25 2019-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 74,759 -890 -1.18 785 3.84 0.0970
2019-04-17 2019-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 75,649 7,296 10.67 756 46.23 0.1002
2019-01-17 2018-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 68,353 -9,779 -12.52 517 -41.38 0.0774
2018-10-09 2018-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 78,132 -1,625 -2.04 882 -18.71 0.1174
2018-08-08 2018-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 79,757 -15,375 -16.16 1,085 -15.37 0.1553
2018-04-11 2018-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 95,132 -27,426 -22.38 1,282 -40.07 0.1945
2018-01-12 2017-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 122,558 -105,473 -46.25 2,139 -61.21 0.3318
2017-10-12 2017-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 228,031 -19,085 -7.72 5,514 -17.39 0.9290
2017-07-11 2017-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 247,116 1,192 0.48 6,675 -8.92 1.1219
2017-05-01 2017-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 245,924 -20,358 -7.65 7,329 -12.91 1.3485
2017-02-13 2016-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 266,282 -11,327 -4.08 8,415 2.33 1.7007
2016-11-03 2016-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 277,609 12,257 4.62 8,223 -1.56 1.5492
2016-08-03 2016-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 265,352 7,908 3.07 8,353 2.07 1.7073
2016-04-21 2016-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 257,444 10,904 4.42 8,184 6.56 1.6174
2016-01-22 2015-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 246,540 28,874 13.27 7,680 39.89 1.5147
2015-10-15 2015-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 217,666 -5,485 -2.46 5,490 -7.40 1.2481
2015-07-15 2015-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 223,151 -925 -0.41 5,929 6.66 1.3280
2015-04-30 2015-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 224,076 224,076 0.00 5,559 1.2537
2015-02-04 2014-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 0 -232,218 -100.00 0 -100.00
2014-11-06 2014-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 232,218 226,073 3,678.97 5,949 894.82 1.3890
2014-07-23 2014-06-30 13F HERSHEY CO COM COM 427866108 6,145 -155 -2.46 598 -9.12 0.1398
2014-07-23 2014-06-30 13F GENERAL ELECTRIC CO COM COM 369604103 226,249 -11,710 5,946 1.3903
2014-04-30 2014-03-31 13F HERSHEY CO COM COM 427866108 6,300 0 0.00 658 7.34 0.1557
2014-04-30 2014-03-31 13F GENERAL ELECTRIC CO COM COM 369604103 237,959 6,013 6,161 1.4578
2014-02-13 2013-12-31 13F HERSHEY CO COM COMMON STOCK 427866108 6,300 0 0.00 613 5.15 0.1470
2014-02-13 2013-12-31 13F GENERAL ELECTRIC CO COM COMMON STOCK 369604103 231,946 3,321 6,501 1.5587
2013-10-22 2013-09-30 13F HERSHEY FOODS CORP COM COMMON STOCK 427866108 6,300 2,000 46.51 583 -99.85 0.1563
2013-10-22 2013-09-30 13F GENERAL ELEC CO COM COMMON STOCK 369604103 228,625 -429 5,462 1.4641
2013-08-13 2013-06-30 13F HERSHEY FOODS CORP COM COMMON STOCK 427866108 4,300 4,300 383,904 0.1107
2013-08-13 2013-06-30 13F GENERAL ELEC CO COM COMMON STOCK 369604103 229,054 229,054 5,311,762 1.5315
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.