The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionBeaton Management Co. Inc.
Latest Disclosed Ownership1,384 shares
Latest Disclosed Value $ 288
Beaton Management Co. Inc. ownership in HSY / The Hershey Company

On May 12, 2026 - Beaton Management Co. Inc. filed a 13F-HR form disclosing ownership of 1,384 shares of The Hershey Company (MX:HSY) valued at $288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,384 shares of The Hershey Company.

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)
2026-05-12 2026-03-31 13F HERSHEY Common 427866108 1,384 0 0.00 0 0.1282
2026-02-10 2025-12-31 13F HERSHEY Common 427866108 1,384 0 0.00 0 0.1110
2025-11-12 2025-09-30 13F HERSHEY Common 427866108 1,384 0 0.00 0 0.1178
2025-08-12 2025-06-30 13F HERSHEY Common 427866108 1,384 0 0.00 0 0.1123
2025-04-25 2025-03-31 13F HERSHEY Common 427866108 1,384 -125 -8.28 0 0.1230
2025-01-31 2024-12-31 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1291
2024-11-06 2024-09-30 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1462
2024-08-13 2024-06-30 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1489
2024-05-10 2024-03-31 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1601
2024-02-09 2023-12-31 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1682
2023-11-03 2023-09-30 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.1961
2023-07-21 2023-06-30 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.2386
2023-05-12 2023-03-31 13F HERSHEY Common 427866108 1,509 0 0.00 0 0.2592
2023-02-14 2022-12-31 13F HERSHEY Common 427866108 1,509 0 0.00 0 -100.00 0.2341
2022-11-14 2022-09-30 13F HERSHEY Common 427866108 1,509 0 0.00 333 2.46 0.2518
2022-08-12 2022-06-30 13F HERSHEY Common 427866108 1,509 0 0.00 325 -0.61 0.2305
2022-05-13 2022-03-31 13F HERSHEY Common 427866108 1,509 0 0.00 327 11.99 0.2019
2022-02-03 2021-12-31 13F HERSHEY Common 427866108 1,509 0 0.00 292 14.51 0.1742
2021-11-08 2021-09-30 13F HERSHEY Common 427866108 1,509 0 0.00 255 -3.04 0.1686
2021-08-12 2021-06-30 13F HERSHEY Common 427866108 1,509 0 0.00 263 10.04 0.1673
2021-08-12 2021-06-30 13F GENL ELECTRIC Common 369604103 86,021 -377 1,158 0.7365
2021-05-21 2021-03-31 13F/A-1 HERSHEY Common 427866108 1,509 0 0.00 239 3.91 0.1651
2021-05-21 2021-03-31 13F/A-1 GENL ELECTRIC Common 369604103 86,398 300 1,134 0.7832
2021-05-14 2021-03-31 13F HERSHEY Common 427866108 1,509 0 239 0.1667
2021-05-14 2021-03-31 13F GENL ELECTRIC Common 369604103 86,398 300 1,134 0.7909
2021-02-17 2020-12-31 13F HERSHEY Common 427866108 1,509 0 0.00 230 6.48 0.1698
2021-02-17 2020-12-31 13F GENL ELECTRIC Common 369604103 86,098 4,000 930 0.6867
2020-11-13 2020-09-30 13F HERSHEY Common 427866108 1,509 -80,690 -98.16 216 -61.50 0.1782
2020-11-13 2020-09-30 13F GENL ELECTRIC Common 369604103 82,098 -101 511 0.4215
2020-08-14 2020-06-30 13F GENL ELECTRIC Common 369604103 82,199 1,701 2.11 561 -12.21 0.5000
2020-05-15 2020-03-31 13F GENL ELECTRIC Common 369604103 80,498 78,789 4,610.24 639 154.58 0.6399
2020-02-07 2019-12-31 13F HERSHEY Common 427866108 1,709 -1,000 -36.91 251 -40.24 0.1969
2020-02-07 2019-12-31 13F GENL ELECTRIC Common 369604103 79,758 -3,236 890 0.6982
2019-11-15 2019-09-30 13F HERSHEY Common 427866108 2,709 -35 -1.28 420 14.13 0.3403
2019-11-15 2019-09-30 13F GENL ELECTRIC Common 369604103 82,994 33 742 0.6012
2019-08-15 2019-06-30 13F HERSHEY CO COM Common 427866108 2,744 0 0.00 368 16.83 0.3052
2019-08-15 2019-06-30 13F GENERAL ELECTRIC CO COM Common 369604103 82,961 -900 871 0.7224
2019-05-14 2019-03-31 13F HERSHEY Common 427866108 2,744 0 0.00 315 7.14 0.2724
2019-05-14 2019-03-31 13F GENL ELECTRIC Common 369604103 83,861 395 838 0.7247
2019-02-14 2018-12-31 13F HERSHEY CO COM Common 427866108 2,744 -100 -3.52 294 1.38 0.2886
2019-02-14 2018-12-31 13F GENERAL ELECTRIC CO COM Common 369604103 83,466 -8,858 632 0.6204
2018-11-16 2018-09-30 13F HERSHEY CO COM Common 427866108 2,844 0 0.00 290 9.43 0.2394
2018-11-16 2018-09-30 13F GENERAL ELECTRIC CO COM Common 369604103 92,324 51 1,042 0.8603
2018-08-15 2018-06-30 13F HERSHEY CO COM Common 427866108 2,844 -210 -6.88 265 -12.25 0.2373
2018-08-15 2018-06-30 13F GENERAL ELECTRIC CO COM Common 369604103 92,273 -617 1,256 1.1248
2018-05-15 2018-03-31 13F HERSHEY CO COM Common 427866108 3,054 909 42.38 302 24.28 0.2793
2018-05-15 2018-03-31 13F GENERAL ELECTRIC CO COM Common 369604103 92,890 6,224 1,252 1.1577
2018-02-07 2017-12-31 13F HERSHEY CO COM Common 427866108 2,145 -355 -14.20 243 -10.99 0.2192
2018-02-07 2017-12-31 13F GENERAL ELECTRIC CO COM Common 369604103 86,666 -2,470 1,512 1.3640
2017-11-09 2017-09-30 13F HERSHEY CO COM Common 427866108 2,500 0 0.00 273 1.87 0.2573
2017-11-09 2017-09-30 13F GENERAL ELECTRIC CO COM Common 369604103 89,136 859 2,155 2.0309
2017-08-17 2017-06-30 13F HERSHEY CO COM Common 427866108 2,500 2,500 268 0.2659
2017-08-17 2017-06-30 13F GENERAL ELECTRIC CO COM Common 369604103 88,277 88,277 2,384 2.3657
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.