The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership1,889 shares
Latest Disclosed Value $ 392,710
Bogart Wealth, LLC reports 4.13% increase in ownership of HSY / The Hershey Company

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 1,889 shares of The Hershey Company (MX:HSY) valued at $392,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,814 shares of The Hershey Company. This represents a change in shares of 4.13% 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 Stock 427866108 1,889 75 4.13 393 18.79 0.0151
2026-01-30 2025-12-31 13F HERSHEY CO COM Stock 427866108 1,814 -2 -0.11 330 -2.65 0.0132
2025-10-27 2025-09-30 13F HERSHEY CO COM Stock 427866108 1,816 -5 -0.27 340 12.25 0.0138
2025-07-30 2025-06-30 13F HERSHEY CO COM Stock 427866108 1,821 149 8.91 302 5.96 0.0129
2025-05-02 2025-03-31 13F HERSHEY CO COM Stock 427866108 1,672 4 0.24 286 1.06 0.0135
2025-01-30 2024-12-31 13F HERSHEY CO COM Stock 427866108 1,668 113 7.27 282 -5.37 0.0134
2024-10-23 2024-09-30 13F HERSHEY CO COM Stock 427866108 1,555 6 0.39 298 4.93 0.0141
2024-07-31 2024-06-30 13F HERSHEY CO COM Stock 427866108 1,549 96 6.61 285 0.71 0.0145
2024-04-25 2024-03-31 13F HERSHEY CO COM Stock 427866108 1,453 17 1.18 283 5.62 0.0145
2024-02-07 2023-12-31 13F HERSHEY CO COM Stock 427866108 1,436 5 0.35 268 -6.64 0.0151
2023-10-30 2023-09-30 13F HERSHEY CO COM Stock 427866108 1,431 5 0.35 286 -19.66 0.0177
2023-07-31 2023-06-30 13F HERSHEY CO COM Stock 427866108 1,426 3 0.21 356 -1.39 0.0226
2023-04-21 2023-03-31 13F HERSHEY CO COM Stock 427866108 1,423 23 1.64 362 11.42 0.0242
2023-02-06 2022-12-31 13F HERSHEY CO COM Stock 427866108 1,400 4 0.29 324 5.19 0.0226
2022-11-03 2022-09-30 13F HERSHEY CO COM Stock 427866108 1,396 47 3.48 308 6.21 0.0257
2022-07-22 2022-06-30 13F HERSHEY CO COM Stock 427866108 1,349 231 20.66 290 19.83 0.0254
2022-04-22 2022-03-31 13F HERSHEY CO COM Stock 427866108 1,118 3 0.27 242 12.04 0.0207
2022-01-19 2021-12-31 13F HERSHEY CO COM Stock 427866108 1,115 4 0.36 216 14.89 0.0195
2021-10-15 2021-09-30 13F HERSHEY CO COM Stock 427866108 1,111 5 0.45 188 -2.59 0.0191
2021-08-06 2021-06-30 13F HERSHEY CO COM Stock 427866108 1,106 -3,488 -75.93 193 221.67 0.0211
2021-04-16 2021-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 4,594 3,496 318.40 60 -64.07 0.0084
2021-04-16 2021-03-31 13F HERSHEY CO COM Stock 427866108 1,102 4 174 0.0242
2021-01-14 2020-12-31 13F HERSHEY CO COM Stock 427866108 1,098 5 0.46 167 7.05 0.0310
2021-01-14 2020-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 4,594 -1,137 49 0.0091
2020-10-06 2020-09-30 13F HERSHEY CO COM Stock 427866108 1,093 -3,676 -77.08 156 372.73 0.0346
2020-10-06 2020-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 5,731 962 35 0.0078
2020-07-08 2020-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 4,769 -1,008 -17.45 33 -28.26 0.0078
2020-07-08 2020-06-30 13F HERSHEY CO COM Stock 427866108 1,089 1,089 141 0.0331
2020-04-20 2020-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 5,777 -4,692 -44.82 46 -60.68 0.0125
2020-02-10 2019-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 10,469 276 2.71 117 28.57 0.0374
2019-11-06 2019-09-30 13F/A-1 GENERAL ELECTRIC CO COM Stock 369604103 10,193 1,486 17.07 91 0.00 0.0448
2019-10-10 2019-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 10,193 1,486 91 0.0419
2019-07-11 2019-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 8,707 0 0.00 91 5.81 0.0550
2019-04-08 2019-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 8,707 -1,200 -12.11 86 16.22 0.0415
2019-01-15 2018-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 9,907 1,405 16.53 74 -22.92 0.0369
2018-10-16 2018-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 8,502 -2,614 -23.52 96 -36.42 0.0556
2018-07-13 2018-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 11,116 2,076 22.96 151 24.79 0.0918
2018-04-12 2018-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 9,040 -1,975 -17.93 121 -36.98 0.0700
2018-01-10 2017-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 11,015 -16,433 -59.87 192 -70.14 0.1231
2017-10-12 2017-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 27,448 1,875 7.33 643 -6.95 0.4756
2017-09-19 2017-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 25,573 1,394 5.77 691 -4.16 0.4431
2017-09-19 2017-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 24,179 2,071 9.37 721 3.15 0.4796
2017-08-30 2016-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 22,108 22,108 699 0.4734
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.