The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionBurney Co/
Latest Disclosed Ownership15,560 shares
Latest Disclosed Value $ 3,234,724
Burney Co/ reports 2.59% decrease in ownership of HSY / The Hershey Company

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 15,560 shares of The Hershey Company (MX:HSY) valued at $3,234,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 15,974 shares of The Hershey Company. This represents a change in shares of -2.59% 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)
2026-04-29 2026-03-31 13F HERSHEY COM 427866108 15,560 -414 -2.59 3,235 11.29 0.1011
2026-01-23 2025-12-31 13F HERSHEY COM 427866108 15,974 71 0.45 2,907 -2.29 0.0906
2025-10-16 2025-09-30 13F HERSHEY COM 427866108 15,903 -148 -0.92 2,975 11.68 0.0946
2025-08-05 2025-06-30 13F HERSHEY COM 427866108 16,051 -908 -5.35 2,664 -8.17 0.0902
2025-05-06 2025-03-31 13F HERSHEY COM 427866108 16,959 -13,418 -44.17 2,900 -43.62 0.1055
2025-01-14 2024-12-31 13F HERSHEY COM 427866108 30,377 -1,373 -4.32 5,144 -15.51 0.1818
2024-10-18 2024-09-30 13F HERSHEY COM 427866108 31,750 -57,211 -64.31 6,089 -62.77 0.2166
2024-07-29 2024-06-30 13F HERSHEY COM 427866108 88,961 -2,146 -2.36 16,354 -7.71 0.6249
2024-05-22 2024-03-31 13F HERSHEY COM 427866108 91,107 77,483 568.72 17,720 597.64 0.6752
2024-02-12 2023-12-31 13F HERSHEY COM 427866108 13,624 480 3.65 2,540 -3.39 0.1069
2023-11-08 2023-09-30 13F HERSHEY COM 427866108 13,144 1,739 15.25 2,630 -7.66 0.1232
2023-08-09 2023-06-30 13F HERSHEY COM 427866108 11,405 -59 -0.51 2,848 -2.37 0.1305
2023-05-10 2023-03-31 13F HERSHEY COM 427866108 11,464 -838 -6.81 2,917 2.39 0.1437
2023-02-06 2022-12-31 13F HERSHEY COM 427866108 12,302 -3,792 -23.56 2,849 -19.73 0.1443
2022-11-15 2022-09-30 13F HERSHEY COM 427866108 16,094 -17,249 -51.73 3,548 -50.54 0.1958
2022-08-12 2022-06-30 13F HERSHEY COM 427866108 33,343 22,592 210.14 7,174 208.03 0.3774
2022-05-09 2022-03-31 13F HERSHEY COM 427866108 10,751 -43 -0.40 2,329 11.54 0.0956
2022-02-11 2021-12-31 13F HERSHEY COM 427866108 10,794 -65 -0.60 2,088 13.60 0.0901
2021-11-12 2021-09-30 13F HERSHEY COM 427866108 10,859 -40 -0.37 1,838 -3.16 0.0863
2021-08-06 2021-06-30 13F HERSHEY COM 427866108 10,899 45 0.41 1,898 10.54 0.0883
2021-08-06 2021-06-30 13F GENERAL ELECTRIC COM 369604103 16,861 -48,065 227 0.0106
2021-05-13 2021-03-31 13F HERSHEY COM 427866108 10,854 192 1.80 1,717 5.73 0.0847
2021-05-13 2021-03-31 13F GENERAL ELECTRIC COM 369604103 64,926 4,666 852 0.0420
2021-02-11 2020-12-31 13F HERSHEY COM 427866108 10,662 -50,362 -82.53 1,624 327.37 0.0891
2021-02-11 2020-12-31 13F GENERAL ELECTRIC COM 369604103 60,260 -764 651 0.0357
2020-12-14 2020-09-30 13F GENERAL ELECTRIC COM 369604103 61,024 50,523 481.13 380 -72.08 0.0235
2020-12-14 2020-09-30 13F HERSHEY COM 427866108 10,709 208 1,535 0.0951
2020-08-13 2020-06-30 13F HERSHEY COM 427866108 10,501 2,149 25.73 1,361 22.94 0.0883
2020-08-13 2020-06-30 13F GENERAL ELECTRIC COM 369604103 63,064 -8,322 431 0.0280
2020-05-13 2020-03-31 13F HERSHEY COM 427866108 8,352 -490 -5.54 1,107 -14.85 0.0851
2020-05-13 2020-03-31 13F GENERAL ELECTRIC COM 369604103 71,386 8,047 567 0.0436
2020-02-14 2019-12-31 13F HERSHEY COM 427866108 8,842 699 8.58 1,300 3.01 0.0717
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 63,339 53,328 707 0.0390
2019-11-12 2019-09-30 13F HERSHEY COM 427866108 8,143 -2,964 -26.69 1,262 978.63 0.0756
2019-11-12 2019-09-30 13F GENERAL ELECTRIC COM 369604103 10,011 -1,096 90 0.0054
2019-08-12 2019-06-30 13F GENERAL ELECTRIC COM 369604103 11,107 740 7.14 117 12.50 0.0071
2019-08-12 2019-06-30 13F HERSHEY COM 427866108 8,143 -216 1,091 0.0662
2019-05-13 2019-03-31 13F GENERAL ELECTRIC COM 369604103 10,367 2,022 24.23 104 -88.37 0.0064
2019-05-13 2019-03-31 13F HERSHEY COM 427866108 8,359 14 960 0.0595
2019-02-12 2018-12-31 13F HERSHEY COM 427866108 8,345 0 0.00 894 5.05 0.0629
2019-02-12 2018-12-31 13F GENERAL ELECTRIC COM 369604103 16,339 -10,582 124 0.0087
2018-11-13 2018-09-30 13F HERSHEY COM 427866108 8,345 1,206 16.89 851 28.16 0.0507
2018-11-13 2018-09-30 13F GENERAL ELECTRIC COM 369604103 26,921 -23,617 304 0.0181
2018-08-13 2018-06-30 13F HERSHEY COM 427866108 7,139 -34,895 -83.02 664 17.11 0.0389
2018-08-13 2018-06-30 13F GENERAL ELECTRIC COM 369604103 50,538 8,504 688 0.0403
2018-05-08 2018-03-31 13F GENERAL ELECTRIC COM 369604103 42,034 -8,214 -16.35 567 -35.35 0.0351
2018-02-13 2017-12-31 13F GENERAL ELECTRIC COM 369604103 50,248 48,005 2,140.21 877 262.40 0.0496
2018-02-13 2017-12-31 13F HERSHEY COM 427866108 1,980 -263 225 0.0127
2017-11-13 2017-09-30 13F/A-1 Hershey Co COM 427866108 2,243 -165 -6.85 242 -5.84 0.0157
2017-11-13 2017-09-30 13F/A-1 General Electric COM 369604103 46,634 -6,731 1,130 0.0734
2017-11-09 2017-09-30 13F Hershey Co COM 427866108 2,408 0 257
2017-11-09 2017-09-30 13F General Electric COM 369604103 53,365 0 1,442
2017-08-09 2017-06-30 13F Hershey Co COM 427866108 2,408 -97 -3.87 257 -6.20 0.0168
2017-08-09 2017-06-30 13F General Electric COM 369604103 53,365 -3,728 1,442 0.0944
2017-05-11 2017-03-31 13F Hershey Co COM 427866108 2,505 -51,520 -95.36 274 -83.95 0.0181
2017-05-11 2017-03-31 13F General Electric COM 369604103 57,093 3,068 1,701 0.1121
2017-02-07 2016-12-31 13F General Electric COM 369604103 54,025 1,524 2.90 1,707 8.73 0.1160
2016-11-14 2016-09-30 13F General Electric COM 369604103 52,501 3,499 7.14 1,570 1.75 0.1108
2016-08-10 2016-06-30 13F General Electric COM 369604103 49,002 -19,833 -28.81 1,543 -29.48 0.1107
2016-05-02 2016-03-31 13F General Electric COM 369604103 68,835 -5,113 -6.91 2,188 -4.25 0.1593
2016-02-09 2015-12-31 13F General Electric COM 369604103 73,948 775 1.06 2,285 23.85 0.1692
2015-11-03 2015-09-30 13F General Electric COM 369604103 73,173 1,765 2.47 1,845 -2.74 0.1421
2015-08-10 2015-06-30 13F General Electric COM 369604103 71,408 3,750 5.54 1,897 12.98 0.1290
2015-05-12 2015-03-31 13F General Electric COM 369604103 67,658 14,355 26.93 1,679 24.65 0.1150
2015-02-11 2014-12-31 13F GEN ELEC COM 369604103 53,303 3,299 6.60 1,347 5.15 0.1067
2014-11-12 2014-09-30 13F GEN ELEC COM 369604103 50,004 -1,675 -3.24 1,281 -5.67 0.1098
2014-08-05 2014-06-30 13F/A-1 GEN ELEC COM 369604103 51,679 -8,666 -14.36 1,358 -13.06 0.1175
2014-08-04 2014-06-30 13F GEN ELEC COM 369604103 51,679 1,358
2014-05-07 2014-03-31 13F/A-1 GEN ELEC COM 369604103 60,345 -13,545 -18.33 1,562 -24.58 0.1423
2014-05-06 2014-03-31 13F GLOBAL PMTS COM 369604103 178,895 12,721
2014-02-03 2013-12-31 13F GEN ELEC COM 369604103 73,890 -18,159 -19.73 2,071 -5.82 0.2016
2013-11-04 2013-09-30 13F GEN ELEC COM 369604103 92,049 -20,039 -17.88 2,199 -15.39 0.2460
2013-07-22 2013-06-30 13F GEN ELEC COM 369604103 112,088 112,088 2,599 0.3245
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.