The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership72,634 shares
Latest Disclosed Value $ 15,099,903
Beacon Pointe Advisors, LLC reports 1.48% increase in ownership of HSY / The Hershey Company

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 72,634 shares of The Hershey Company (MX:HSY) valued at $15,099,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 71,574 shares of The Hershey Company. This represents a change in shares of 1.48% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F HERSHEY COM 427866108 72,634 1,060 1.48 15,100 15.93 0.0798
2026-02-18 2025-12-31 13F HERSHEY COM 427866108 71,574 3,794 5.60 13,025 2.73 0.0913
2025-11-14 2025-09-30 13F HERSHEY COM 427866108 67,780 5,089 8.12 12,678 21.87 0.1074
2025-08-13 2025-06-30 13F HERSHEY COM 427866108 62,691 465 0.75 10,404 -2.25 0.1086
2025-05-13 2025-03-31 13F HERSHEY COM 427866108 62,226 45,475 271.48 10,643 275.25 0.1195
2025-02-14 2024-12-31 13F HERSHEY COM 427866108 16,751 -626 -3.60 2,837 -14.89 0.0314
2024-11-14 2024-09-30 13F HERSHEY COM 427866108 17,377 -4,873 -21.90 3,333 -18.53 0.0384
2024-08-12 2024-06-30 13F HERSHEY COM 427866108 22,250 3,035 15.79 4,090 9.45 0.0484
2024-05-14 2024-03-31 13F HERSHEY COM 427866108 19,215 -2,571 -11.80 3,737 -7.98 0.0416
2024-02-08 2023-12-31 13F HERSHEY COM 427866108 21,786 553 2.60 4,062 -4.40 0.0485
2023-11-14 2023-09-30 13F HERSHEY COM 427866108 21,233 7,723 57.17 4,248 25.94 0.0529
2023-08-14 2023-06-30 13F HERSHEY COM 427866108 13,510 -824 -5.75 3,373 -7.49 0.0551
2023-05-12 2023-03-31 13F HERSHEY COM 427866108 14,334 26 0.18 3,647 10.05 0.0622
2023-02-14 2022-12-31 13F HERSHEY COM 427866108 14,308 5,976 71.72 3,313 80.25 0.0643
2022-11-09 2022-09-30 13F HERSHEY COM 427866108 8,332 -1,097 -11.63 1,838 -9.41 0.0411
2022-08-11 2022-06-30 13F HERSHEY COM 427866108 9,429 124 1.33 2,029 0.64 0.0428
2022-05-17 2022-03-31 13F HERSHEY COM 427866108 9,305 2,622 39.23 2,016 55.92 0.0276
2022-02-14 2021-12-31 13F HERSHEY COM 427866108 6,683 -625 -8.55 1,293 4.53 0.0337
2021-11-15 2021-09-30 13F HERSHEY COM 427866108 7,308 7,308 1,237 0.0305
2021-08-17 2021-06-30 13F GENERAL ELECTRIC COM 369604103 0 -39,864 -100.00 0 -100.00
2021-05-18 2021-03-31 13F GENERAL ELECTRIC COM 369604103 39,864 -13,216 -24.90 525 -7.89 0.0323
2021-02-12 2020-12-31 13F GENERAL ELECTRIC COM 369604103 53,080 16,604 45.52 570 151.10 0.0390
2020-11-16 2020-09-30 13F GENERAL ELECTRIC COM 369604103 36,476 -9,372 -20.44 227 -27.24 0.0219
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 45,848 3,395 8.00 312 -7.96 0.0312
2020-05-15 2020-03-31 13F GENERAL ELECTRIC COM 369604103 42,453 29,492 227.54 339 133.79 0.0540
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 12,961 32 0.25 145 25.00 0.0449
2019-11-14 2019-09-30 13F GENERAL ELECTRIC COM 369604103 12,929 -6,711 -34.17 116 -43.69 0.0501
2019-08-14 2019-06-30 13F GENERAL ELECTRIC COM 369604103 19,640 9,078 85.95 206 96.19 0.0752
2019-05-14 2019-03-31 13F GENERAL ELECTRIC COM 369604103 10,562 10,562 105 0.0394
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.