The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionCX Institutional
Latest Disclosed Ownership5,312 shares
Latest Disclosed Value $ 1,104
CX Institutional reports 60.39% increase in ownership of HSY / The Hershey Company

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 5,312 shares of The Hershey Company (MX:HSY) valued at $1,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 3,312 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)
2026-04-06 2026-03-31 13F HERSHEY COM 427866108 5,312 2,000 60.39 1 0.0337
2026-02-02 2025-12-31 13F HERSHEY COM 427866108 3,312 207 6.67 1 0.0180
2025-10-23 2025-09-30 13F HERSHEY COM 427866108 3,105 158 5.36 1 0.0176
2025-07-16 2025-06-30 13F/A-1 HERSHEY COM 427866108 2,947 189 6.85 0 0.0171
2025-07-11 2025-06-30 13F HERSHEY COM 427866108 2,947 189 0 0.0170
2025-04-15 2025-03-31 13F HERSHEY COM 427866108 2,758 2,758 0 0.0178
2025-01-21 2024-12-31 13F HERSHEY COM 427866108 0 -7,442 -100.00 0 -100.00
2024-10-11 2024-09-30 13F HERSHEY COM 427866108 7,442 334 4.70 1,427 9.26 0.0634
2024-07-11 2024-06-30 13F HERSHEY COM 427866108 7,108 -509 -6.68 1,307 -11.82 0.0613
2024-04-15 2024-03-31 13F Hershey COM 427866108 7,617 6,568 626.12 1,481 659.49 0.0714
2024-01-12 2023-12-31 13F HERSHEY COM 427866108 1,049 -3,275 -75.74 196 -77.46 0.0105
2023-10-18 2023-09-30 13F Hershey COM 427866108 4,324 -3,543 -45.04 865 -55.96 0.0476
2023-07-26 2023-06-30 13F HERSHEY COMPANY COM COM 427866108 7,867 -529 -6.30 1,964 -8.86 0.1017
2023-05-04 2023-03-31 13F HERSHEY COM 427866108 8,396 7,186 593.88 2,156 669.64 0.1148
2023-02-03 2022-12-31 13F HERSHEY COMPANY COM COM 427866108 1,210 206 20.52 280 26.70 0.0170
2022-11-04 2022-09-30 13F HERSHEY COM 427866108 1,004 -1,906 -65.50 221 -64.70 0.0153
2022-08-02 2022-06-30 13F HERSHEY COM 427866108 2,910 -379 -11.52 626 -12.20 0.0472
2022-05-09 2022-03-31 13F HERSHEY COM 427866108 3,289 -14,861 -81.88 713 -79.69 0.0571
2022-01-18 2021-12-31 13F HERSHEY COM 427866108 18,150 6,401 54.48 3,511 76.52 0.2792
2021-11-10 2021-09-30 13F HERSHEY COM 427866108 11,749 -4,064 -25.70 1,989 833.80 0.1625
2021-08-04 2021-06-30 13F GENERAL ELECTRIC COM 369604103 15,813 582 3.82 213 6.50 0.0175
2021-08-04 2021-06-30 13F HERSHEY COM 427866108 11,712 -802 2,040 0.1676
2021-04-15 2021-03-31 13F GENERAL ELECTRIC COM 369604103 15,231 14,961 5,541.11 200 387.80 0.0179
2021-04-15 2021-03-31 13F HERSHEY COM 427866108 12,514 12,244 1,979 0.1769
2021-01-12 2020-12-31 13F HERSHEY COM 427866108 270 128 90.14 41 105.00 0.0039
2021-01-12 2020-12-31 13F GENERAL ELECTRIC COM 369604103 13,824 918 149 0.0144
2020-10-13 2020-09-30 13F HERSHEY COM 427866108 142 -8 -5.33 20 5.26 0.0022
2020-10-13 2020-09-30 13F GENERAL ELECTRIC COM 369604103 12,906 8,169 80 0.0086
2020-08-06 2020-06-30 13F HERSHEY COM 427866108 150 91 154.24 19 137.50 0.0025
2020-08-06 2020-06-30 13F GENERAL ELECTRIC COM 369604103 4,737 -13,466 32 0.0042
2020-04-29 2020-03-31 13F HERSHEY COM 427866108 59 -10 -14.49 8 -20.00 0.0013
2020-04-29 2020-03-31 13F GENERAL ELECTRIC COM 369604103 18,203 1,978 145 0.0237
2020-01-21 2019-12-31 13F HERSHEY COM 427866108 69 0 0.00 10 -9.09 0.0017
2020-01-21 2019-12-31 13F GENERAL ELECTRIC COM 369604103 16,225 -867 181 0.0316
2019-10-10 2019-09-30 13F HERSHEY COM 427866108 69 11 18.97 11 37.50 0.0018
2019-10-10 2019-09-30 13F GENERAL ELECTRIC COM 369604103 17,092 -944 153 0.0247
2019-07-17 2019-06-30 13F HERSHEY COM 427866108 58 11 23.40 8 60.00 0.0013
2019-07-17 2019-06-30 13F GENERAL ELECTRIC COM 369604103 18,036 667 189 0.0300
2019-04-03 2019-03-31 13F HERSHEY COM 427866108 47 -34 -41.98 5 -44.44 0.0009
2019-04-03 2019-03-31 13F GENERAL ELECTRIC COM 369604103 17,369 987 174 0.0307
2019-01-14 2018-12-31 13F HERSHEY COM 427866108 81 -993 -92.46 9 -25.00 0.0019
2019-01-14 2018-12-31 13F GENERAL ELECTRIC COM 369604103 16,382 15,308 124 0.0262
2018-10-09 2018-09-30 13F GENERAL ELECTRIC COM 369604103 1,074 -830 -43.59 12 -53.85 0.0040
2018-07-12 2018-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 1,904 1,904 26 0.0096
2018-07-12 2018-06-30 13F/A-1 HERSHEY COM 427866108 12,773 12,773 1,189 0.4393
2018-07-12 2018-06-30 13F GENERAL ELECTRIC COM 369604103 4,001 54
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.