The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership542 shares
Latest Disclosed Value $ 113
Capital Analysts, Inc. ownership in HSY / The Hershey Company

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 542 shares of The Hershey Company (MX:HSY) valued at $113 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 542 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)
2026-05-14 2026-03-31 13F HERSHEY COM 427866108 542 0 0.00 0 0.0030
2026-05-15 2025-12-31 13F/A-2 HERSHEY COM 427866108 542 0 0.00 0 0.0894
2025-11-14 2025-09-30 13F HERSHEY COM 427866108 542 0 0.00 0 0.0029
2025-08-13 2025-06-30 13F HERSHEY COM 427866108 542 -727 -57.29 0 0.0030
2025-05-14 2025-03-31 13F HERSHEY COM 427866108 1,269 25 2.01 0 0.0081
2025-02-14 2024-12-31 13F HERSHEY COM 427866108 1,244 0 0.00 0 0.0085
2024-11-13 2024-09-30 13F HERSHEY COM 427866108 1,244 467 60.10 0 0.0097
2024-08-14 2024-06-30 13F HERSHEY COM 427866108 777 0 0.00 0 0.0063
2024-05-14 2024-03-31 13F HERSHEY COM 427866108 777 10 1.30 0 0.0070
2024-01-30 2023-12-31 13F HERSHEY COM 427866108 767 767 0 0.0072
2021-11-04 2021-09-30 13F HERSHEY COM 427866108 0 -1,596 -100.00 0 0.0000
2021-11-15 2021-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 1,596 -1,439 -47.41 0 0.0014
2021-08-05 2021-06-30 13F HERSHEY COM 427866108 200 200 0 0.0022
2021-08-05 2021-06-30 13F GENERAL ELECTRIC COM 369604103 10,274 7,239 0 0.0087
2021-05-17 2021-03-31 13F GENERAL ELECTRIC COM 369604103 3,035 2,410 385.60 0 0.0028
2021-02-16 2020-12-31 13F GENERAL ELECTRIC COM 369604103 625 358 134.08 0 0.0006
2020-11-12 2020-09-30 13F GENERAL ELECTRIC COM 369604103 267 -200 -42.83 0 -100.00 0.0002
2020-08-07 2020-06-30 13F GENERAL ELECTRIC COM 369604103 467 -2,791 -85.67 3 -88.46 0.0003
2020-05-08 2020-03-31 13F GENERAL ELECTRIC COM 369604103 3,258 -606 -15.68 26 -39.53 0.0032
2020-02-12 2019-12-31 13F GENERAL ELECTRIC COM 369604103 3,864 -515 -11.76 43 10.26 0.0043
2019-11-12 2019-09-30 13F GENERAL ELECTRIC COM 369604103 4,379 -2,344 -34.87 39 -45.07 0.0041
2019-08-13 2019-06-30 13F GENERAL ELECTRIC COM 369604103 6,723 1,786 36.18 71 44.90 0.0077
2019-05-13 2019-03-31 13F GENERAL ELECTRIC COM 369604103 4,937 -800 -13.94 49 13.95 0.0057
2019-02-13 2018-12-31 13F GENERAL ELECTRIC COM 369604103 5,737 -1,331 -18.83 43 -46.25 0.0056
2018-11-07 2018-09-30 13F/A-1 GENERAL ELECTRIC COM 369604103 7,068 -1,051 -12.94 80 -27.27 0.0091
2018-11-07 2018-09-30 13F GENERAL ELECTRIC COM 369604103 7,068 -1,051 80
2018-11-07 2018-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 8,119 585 7.76 110 7.84 0.0131
2018-08-03 2018-06-30 13F GENERAL ELECTRIC COM 369604103 8,119 585 110
2018-05-14 2018-03-31 13F GENERAL ELECTRIC COM 369604103 7,534 -4,517 -37.48 102 -51.43 0.0126
2018-02-14 2017-12-31 13F/A-1 GENERAL ELECTRIC COM 369604103 12,051 1,427 13.43 210 -18.29 0.0263
2018-02-12 2017-12-31 13F GENERAL ELECTRIC COM 369604103 278 -10,346 3
2017-11-06 2017-09-30 13F GENERAL ELECTRIC COM 369604103 10,624 -33,769 -76.07 257 -78.57 0.0345
2017-08-08 2017-06-30 13F GENERAL ELECTRIC COM 369604103 44,393 809 1.86 1,199 -7.63 0.1711
2017-05-05 2017-03-31 13F GENERAL ELECTRIC COM 369604103 43,584 3,514 8.77 1,299 2.53 0.2048
2017-02-10 2016-12-31 13F GENERAL ELECTRIC COM 369604103 40,070 729 1.85 1,266 8.67 0.2217
2016-11-14 2016-09-30 13F * GENERAL ELECTRIC COM 369604103 39,341 2,782 7.61 1,165 1.30 0.2186
2016-07-14 2016-06-30 13F/A-1 * GENERAL ELECTRIC COM 369604103 36,559 36,159 9,039.75 1,151 3,094.44 0.2316
2016-07-14 2016-06-30 13F * GENERAL ELECTRIC COM 369604103 62,610 10,588
2016-05-13 2016-03-31 13F * HERSHEY COM 427866108 400 0 0.00 37 2.86 0.0074
2016-05-13 2016-03-31 13F * GENERAL ELECTRIC COM 369604103 36,823 -5,208 1,171 0.2351
2016-02-16 2015-12-31 13F * HERSHEY COM 427866108 400 0 0.00 36 -2.78 0.0073
2016-02-16 2015-12-31 13F * GENERAL ELECTRIC COM 369604103 42,031 -911 1,309 0.2660
2015-11-13 2015-09-30 13F * HERSHEY COM 427866108 400 0 0.00 37 2.86 0.0070
2015-11-13 2015-09-30 13F * GENERAL ELECTRIC COM 369604103 42,942 149 1,083 0.2070
2015-08-14 2015-06-30 13F * HERSHEY COM 427866108 400 0 0.00 36 -12.50 0.0073
2015-08-14 2015-06-30 13F * GENERAL ELECTRIC COM 369604103 42,793 -3,396 1,137 0.2325
2015-04-30 2015-03-31 13F * HERSHEY COM 427866108 400 0 0.00 40 -2.44 0.0084
2015-04-30 2015-03-31 13F * GENERAL ELECTRIC COM 369604103 46,189 2,515 1,146 0.2387
2015-02-13 2014-12-31 13F * HERSHEY COM 427866108 400 0 0.00 42 7.89 0.0091
2015-02-13 2014-12-31 13F * GENERAL ELECTRIC COM 369604103 43,674 7,627 1,104 0.2425
2014-11-12 2014-09-30 13F * HERSHEY COM 427866108 400 0 0.00 38 0.00 0.0090
2014-11-12 2014-09-30 13F * GENERAL ELECTRIC COM 369604103 36,047 840 924 0.2167
2014-11-12 2014-06-30 13F * HERSHEY COM 427866108 400 0 0.00 39 -7.32 0.0095
2014-11-12 2014-06-30 13F * GENERAL ELECTRIC COM 369604103 35,207 789 925 0.2255
2014-11-12 2014-03-31 13F * HERSHEY COM 427866108 400 0 0.00 42 7.89 0.0109
2014-11-12 2014-03-31 13F * GENERAL ELECTRIC COM 369604103 34,418 -586 891 0.2331
2014-11-12 2013-12-31 13F * HERSHEY COM 427866108 400 0 0.00 39 2.70 0.0106
2014-11-12 2013-12-31 13F * GENERAL ELECTRIC COM 369604103 35,004 -4,131 981 0.2669
2014-11-12 2013-09-30 13F * HERSHEY COM 427866108 400 0 0.00 37 5.71 0.0111
2014-11-12 2013-09-30 13F * GENERAL ELECTRIC COM 369604103 39,135 3,265 935 0.2800
2014-11-12 2013-06-30 13F * HERSHEY COM 427866108 400 0 0.00 36 0.00 0.0113
2014-11-12 2013-06-30 13F * GENERAL ELECTRIC COM 369604103 35,870 1,321 832 0.2627
2014-11-12 2013-03-31 13F * HERSHEY COM 427866108 400 0 0.00 35 25.00 0.0117
2014-11-12 2013-03-31 13F * GENERAL ELECTRIC COM 369604103 34,549 1,612 799 0.2680
2014-11-12 2012-12-31 13F * HERSHEY COM 427866108 400 400 29 0.0116
2014-11-12 2012-12-31 13F * GENERAL ELECTRIC COM 369604103 32,937 32,937 691 0.2785
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.