The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership7,822 shares
Latest Disclosed Value $ 1,626,118
EP Wealth Advisors, Inc. reports 19.55% increase in ownership of HSY / The Hershey Company

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 7,822 shares of The Hershey Company (MX:HSY) valued at $1,626,118 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 6,543 shares of The Hershey Company. This represents a change in shares of 19.55% 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)
2026-05-14 2026-03-31 13F HERSHEY COM 427866108 7,822 1,279 19.55 1,626 36.64 0.0080
2026-02-18 2025-12-31 13F HERSHEY COM 427866108 6,543 1,065 19.44 1,191 30.91 0.0062
2025-08-14 2025-06-30 13F HERSHEY COM 427866108 5,478 2,208 67.52 909 62.61 0.0060
2025-05-15 2025-03-31 13F HERSHEY COM 427866108 3,270 462 16.45 559 17.68 0.0045
2025-02-14 2024-12-31 13F HERSHEY COM 427866108 2,808 -770 -21.52 476 -30.76 0.0039
2024-11-15 2024-09-30 13F HERSHEY COM 427866108 3,578 -35 -0.97 686 3.31 0.0059
2024-08-19 2024-06-30 13F HERSHEY COM 427866108 3,613 380 11.75 664 5.73 0.0071
2024-05-14 2024-03-31 13F HERSHEY COM 427866108 3,233 307 10.49 629 15.23 0.0073
2024-02-28 2023-12-31 13F HERSHEY COM 427866108 2,926 -7,393 -71.64 546 -73.59 0.0070
2023-11-24 2023-09-30 13F HERSHEY COM 427866108 10,319 -13,217 -56.16 2,065 -55.36 0.0320
2023-08-14 2023-06-30 13F HERSHEY COM 427866108 23,536 16,924 255.96 4,624 1,658.17 0.0667
2023-06-05 2023-03-31 13F HERSHEY COM 427866108 6,612 -11,553 -63.60 264 -93.75 0.0045
2023-06-12 2022-12-31 13F HERSHEY COM 427866108 18,165 5,521 43.66 4,206 50.86 0.0758
2022-12-02 2022-09-30 13F HERSHEY COM 427866108 12,644 11,094 715.74 2,788 737.24 0.0632
2022-08-11 2022-06-30 13F HERSHEY COM 427866108 1,550 -44 -2.76 333 -3.48 0.0075
2022-05-20 2022-03-31 13F HERSHEY COM 427866108 1,594 192 13.69 345 27.31 0.0076
2022-02-17 2021-12-31 13F HERSHEY COM 427866108 1,402 97 7.43 271 22.62 0.0064
2021-11-23 2021-09-30 13F/A-1 HERSHEY COM 427866108 1,305 -419 -24.30 221 -26.33 0.0061
2021-11-16 2021-09-30 13F HERSHEY COM 427866108 9,675 7,951 221 0.0061
2021-08-24 2021-06-30 13F HERSHEY COM 427866108 1,724 356 26.02 300 38.89 0.0083
2021-05-17 2021-03-31 13F HERSHEY COM 427866108 1,368 -26,727 -95.13 216 -28.71 0.0069
2021-05-17 2021-03-31 13F GENERAL ELECTRIC COM 369604103 127,141 99,046 1,669 0.0531
2021-02-18 2020-12-31 13F GENERAL ELECTRIC COM 369604103 28,095 -5,894 -17.34 303 42.92 0.0107
2020-11-17 2020-09-30 13F GENERAL ELECTRIC COM 369604103 33,989 -8,511 -20.03 212 -26.90 0.0091
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 42,500 -6,489 -13.25 290 -25.45 0.0124
2020-05-18 2020-03-31 13F GENERAL ELECTRIC COM 369604103 48,989 -4,721 -8.79 389 -35.06 0.0190
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 53,710 -12,081 -18.36 599 1.87 0.0247
2019-11-18 2019-09-30 13F GENERAL ELECTRIC COM 369604103 65,791 -2,760 -4.03 588 -18.33 0.0292
2019-08-27 2019-06-30 13F GENERAL ELECTRIC COM 369604103 68,551 50,426 278.21 720 297.79 0.0450
2019-05-20 2019-03-31 13F GENERAL ELECTRIC COM 369604103 18,125 844 4.88 181 38.17 0.0174
2019-02-15 2018-12-31 13F GENERAL ELECTRIC COM 369604103 17,281 -3,506 -16.87 131 -44.26 0.0101
2018-11-15 2018-09-30 13F GENERAL ELECTRIC COM 369604103 20,787 4,098 24.56 235 3.52 0.0184
2018-08-14 2018-06-30 13F GENERAL ELECTRIC COM 369604103 16,689 -9,461 -36.18 227 -35.69 0.0214
2018-05-15 2018-03-31 13F GENERAL ELECTRIC COM 369604103 26,150 -7,459 -22.19 353 -39.76 0.0341
2018-02-15 2017-12-31 13F GENERAL ELECTRIC COM 369604103 33,609 -2,121 -5.94 586 -32.18 0.0618
2017-11-15 2017-09-30 13F GENERAL ELECTRIC COM 369604103 35,730 -3,185 -8.18 864 -17.79 0.0998
2017-08-17 2017-06-30 13F GENERAL ELECTRIC COM 369604103 38,915 -1,807 -4.44 1,051 -13.43 0.1288
2017-05-15 2017-03-31 13F GENERAL ELECTRIC COM 369604103 40,722 -4,635 -10.22 1,214 -11.32 0.1675
2017-02-15 2016-12-31 13F GENERAL ELECTRIC COM 369604103 45,357 -1,494 -3.19 1,369 -1.37 0.2001
2016-11-14 2016-09-30 13F GENERAL ELECTRIC COM 369604103 46,851 -204 -0.43 1,388 -6.28 0.2169
2016-08-15 2016-06-30 13F GENERAL ELECTRIC COM 369604103 47,055 1,051 2.28 1,481 1.30 0.2360
2016-05-16 2016-03-31 13F GENERAL ELECTRIC COM 369604103 46,004 13,997 43.73 1,462 46.64 0.2242
2016-02-16 2015-12-31 13F GENERAL ELECTRIC COM 369604103 32,007 2,877 9.88 997 35.65 0.1676
2015-11-17 2015-09-30 13F GENERAL ELECTRIC COM 369604103 29,130 -300 -1.02 735 -5.89 0.1401
2015-08-14 2015-06-30 13F General Electric Common 369604103 29,430 3,354 12.86 782 20.90 0.1465
2015-05-15 2015-03-31 13F General Electric Common 369604103 26,076 -1,265 -4.63 647 -6.51 0.1217
2015-02-17 2014-12-31 13F General Electric Common 369604103 27,341 992 3.76 691 2.37 0.1139
2014-11-12 2014-09-30 13F General Electric Common 369604103 26,349 1,788 7.28 675 4.65 0.1093
2014-07-25 2014-06-30 13F General Electric Common 369604103 24,561 -1,067 -4.16 645 -2.86 0.1499
2014-05-15 2014-03-31 13F GeneralElectricCo. Common 369604103 25,628 -3,067 -10.69 664 -17.41 0.1816
2014-02-14 2013-12-31 13F General Electric Common 369604103 28,695 330 1.16 804 18.58 0.2085
2013-11-14 2013-09-30 13F General Electric Common 369604103 28,365 1,657 6.20 678 9.53 0.2130
2013-08-14 2013-06-30 13F General Electric Common 369604103 26,708 26,708 619 0.2233
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.