The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionAllworth Financial LP
Latest Disclosed Ownership6,610 shares
Latest Disclosed Value $ 1,374,103
Allworth Financial LP reports 1.23% increase in ownership of HSY / The Hershey Company

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 6,610 shares of The Hershey Company (MX:HSY) valued at $1,374,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,530 shares of The Hershey Company. This represents a change in shares of 1.23% 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 6,610 80 1.23 1,374 15.66 0.0056
2026-02-05 2025-12-31 13F HERSHEY COM 427866108 6,530 337 5.44 1,188 2.59 0.0049
2025-12-02 2025-09-30 13F HERSHEY COM 427866108 6,193 -1,959 -24.03 1,158 -14.35 0.0051
2025-08-07 2025-06-30 13F HERSHEY COM 427866108 8,152 963 13.40 1,353 14.77 0.0065
2025-04-30 2025-03-31 13F HERSHEY COM 427866108 7,189 67 0.94 1,179 9.48 0.0066
2025-01-30 2024-12-31 13F HERSHEY COM 427866108 7,122 4,022 129.74 1,076 81.14 0.0059
2024-10-23 2024-09-30 13F HERSHEY COM 427866108 3,100 -2 -0.06 595 0.34 0.0036
2024-07-24 2024-06-30 13F HERSHEY COM 427866108 3,102 -2,329 -42.88 593 -43.94 0.0038
2024-04-25 2024-03-31 13F HERSHEY COM 427866108 5,431 2,772 104.25 1,056 113.33 0.0075
2024-01-24 2023-12-31 13F HERSHEY COM 427866108 2,659 187 7.56 496 0.20 0.0038
2023-10-31 2023-09-30 13F HERSHEY COM 427866108 2,472 371 17.66 495 -5.73 0.0042
2023-07-18 2023-06-30 13F HERSHEY COM 427866108 2,101 83 4.11 525 2.14 0.0044
2023-04-18 2023-03-31 13F HERSHEY COM 427866108 2,018 239 13.43 513 24.51 0.0052
2023-01-13 2022-12-31 13F HERSHEY COM 427866108 1,779 50 2.89 412 8.14 0.0046
2022-11-14 2022-09-30 13F/A-1 HERSHEY COM 427866108 1,729 92 5.62 381 8.24 0.0048
2022-10-18 2022-09-30 13F HERSHEY COM 427866108 1,729 92 381 0.0048
2022-07-13 2022-06-30 13F HERSHEY COM 427866108 1,637 73 4.67 352 3.83 0.0048
2022-04-22 2022-03-31 13F HERSHEY COM 427866108 1,564 523 50.24 339 68.66 0.0043
2022-01-21 2021-12-31 13F HERSHEY COM 427866108 1,041 4 0.39 201 14.86 0.0028
2021-11-02 2021-09-30 13F HERSHEY COM 427866108 1,037 164 18.79 175 15.13 0.0029
2021-08-02 2021-06-30 13F HERSHEY COM 427866108 873 307 54.24 152 70.79 0.0028
2021-08-02 2021-06-30 13F GENERAL ELECTRIC COM 369604103 57,950 3,508 780 0.0144
2021-04-29 2021-03-31 13F HERSHEY COM 427866108 566 47 9.06 89 12.66 0.0018
2021-04-29 2021-03-31 13F GENERAL ELECTRIC COM 369604103 54,442 5,505 715 0.0147
2021-01-26 2020-12-31 13F HERSHEY COM 427866108 519 3 0.58 79 6.76 0.0021
2021-01-26 2020-12-31 13F GENERAL ELECTRIC COM 369604103 48,937 -5,309 529 0.0139
2020-11-03 2020-09-30 13F HERSHEY COM 427866108 516 2 0.39 74 10.45 0.0022
2020-11-03 2020-09-30 13F GENERAL ELECTRIC COM 369604103 54,246 -724 338 0.0102
2020-07-24 2020-06-30 13F HERSHEY COM 427866108 514 -61 -10.61 67 -11.84 0.0021
2020-07-24 2020-06-30 13F GENERAL ELECTRIC COM 369604103 54,970 -6,628 375 0.0116
2020-04-17 2020-03-31 13F HERSHEY COM 427866108 575 67 13.19 76 1.33 0.0025
2020-04-17 2020-03-31 13F GENERAL ELECTRIC COM 369604103 61,598 29,550 489 0.0162
2020-01-16 2019-12-31 13F HERSHEY COM 427866108 508 3 0.59 75 -3.85 0.0026
2020-01-16 2019-12-31 13F GENERAL ELECTRIC COM 369604103 32,048 -267 358 0.0126
2019-10-09 2019-09-30 13F HERSHEY COM 427866108 505 -32,400 -98.47 78 -77.46 0.0030
2019-10-09 2019-09-30 13F GENERAL ELECTRIC COM 369604103 32,315 32,315 289 0.0110
2019-07-25 2019-06-30 13F GENERAL ELECTRIC COM 369604103 32,905 -8,174 -19.90 346 -15.61 0.0135
2019-07-25 2019-06-30 13F HERSHEY COM 427866108 503 3 67 0.0026
2019-05-07 2019-03-31 13F GENERAL ELECTRIC COM 369604103 41,079 40,641 9,278.77 410 772.34 0.0178
2019-05-07 2019-03-31 13F HERSHEY COM 427866108 500 62 57 0.0025
2019-02-11 2018-12-31 13F HERSHEY COM 427866108 438 -29,255 -98.52 47 -85.97 0.0023
2019-02-11 2018-12-31 13F GENERAL ELECTRIC COM 369604103 30,260 567 229 0.0113
2018-10-29 2018-09-30 13F GENERAL ELECTRIC COM 369604103 29,693 -5,794 -16.33 335 -30.64 0.0152
2018-10-29 2018-09-30 13F HERSHEY COM 427866108 438 0 45 0.0020
2018-08-08 2018-06-30 13F GENERAL ELECTRIC COM 369604103 35,487 35,049 8,002.05 483 1,023.26 0.0231
2018-08-08 2018-06-30 13F HERSHEY COM 427866108 438 0 41 0.0020
2018-05-01 2018-03-31 13F HERSHEY COM 427866108 438 0 0.00 43 -14.00 0.0033
2018-05-01 2018-03-31 13F GENERAL ELECTRIC COM 369604103 37,557 4,270 506 0.0390
2018-02-21 2017-12-31 13F HERSHEY COM 427866108 438 0 0.00 50 4.17 0.0039
2018-02-21 2017-12-31 13F GENERAL ELECTRIC COM 369604103 33,287 7,416 581 0.0453
2017-10-12 2017-09-30 13F HERSHEY COM 427866108 438 -44,891 -99.03 48 -96.08 0.0040
2017-10-12 2017-09-30 13F GENERAL ELECTRIC COM 369604103 25,871 -19,458 626 0.0516
2017-08-07 2017-06-30 13F GENERAL ELECTRIC COM 369604103 45,329 1,434 3.27 1,224 -6.42 0.1081
2017-08-07 2017-06-30 13F HERSHEY COM 427866108 438 0 47 0.0042
2017-05-09 2017-03-31 13F GENERAL ELECTRIC COM 369604103 43,895 -494 -1.11 1,308 -6.77 0.1231
2017-05-09 2017-03-31 13F HERSHEY COM 427866108 438 0 48 0.0045
2017-02-02 2016-12-31 13F GENERAL ELECTRIC COM 369604103 44,389 113 0.26 1,403 7.02 0.1421
2017-02-02 2016-12-31 13F HERSHEY COM 427866108 438 -27 45 0.0046
2017-02-07 2016-09-30 13F GENERAL ELECTRIC COM 369604103 44,276 504 1.15 1,311 -4.86 0.1379
2017-02-07 2016-09-30 13F HERSHEY COM 427866108 465 27 44 0.0046
2016-08-22 2016-06-30 13F GENERAL ELECTRIC COM 369604103 43,772 -1,420 -3.14 1,378 -4.11 0.1544
2016-08-22 2016-06-30 13F HERSHEY COM 427866108 438 0 50 0.0056
2016-05-16 2016-03-31 13F GENERAL ELECTRIC COM 369604103 45,192 44,754 10,217.81 1,437 3,584.62 0.1798
2016-05-16 2016-03-31 13F HERSHEY COM 427866108 438 0 40 0.0050
2016-02-16 2015-12-31 13F HERSHEY COM 427866108 438 0 0.00 39 -2.50 0.0070
2016-02-16 2015-12-31 13F GENERAL ELECTRIC COM 369604103 27,043 1,037 842 0.1522
2015-10-30 2015-09-30 13F HERSHEY COM 427866108 438 0 0.00 40 2.56 0.0142
2015-10-30 2015-09-30 13F GENERAL ELECTRIC COM 369604103 26,006 -4,972 656 0.2334
2015-08-06 2015-06-30 13F HERSHEY COM 427866108 438 0 0.00 39 -11.36 0.0139
2015-08-06 2015-06-30 13F GENERAL ELECTRIC COM 369604103 30,978 1,683 823 0.2937
2015-06-01 2015-03-31 13F HERSHEY COM 427866108 438 -31,212 -98.62 44 -94.50 0.0164
2015-06-01 2015-03-31 13F GENERAL ELECTRIC COM 369604103 29,295 -2,355 727 0.2703
2015-02-17 2014-12-31 13F/A-1 GENERAL ELECTRIC CO COM Common Stock 369604103 31,650 -1,082 800 0.3023
2015-03-09 2014-12-31 13F/A-2 GENERAL ELECTRIC CO COM Common Stock 369604103 31,650 -1,082 -3.31 800 -4.65 0.3026
2015-01-09 2014-12-31 13F GENERAL ELECTRIC CO COM Common Stock 369604103 31,650 -1,082 800 0.3023
2015-03-09 2014-09-30 13F/A-1 GENERAL ELECTRIC COMPANY Total Common Stock 369604103 32,732 -865 -2.57 839 -4.98 0.3262
2014-10-08 2014-09-30 13F GENERAL ELECTRIC COMPANY Total Common Stock 369604103 32,732 -865 839 0.3257
2015-03-09 2014-06-30 13F/A-1 GENERAL ELECTRIC CO COM Common Stock 369604103 33,597 742 2.26 883 3.76 0.3982
2014-07-07 2014-06-30 13F GENERAL ELECTRIC CO COM Common Stock 369604103 33,597 742 883 0.3972
2014-04-04 2014-03-31 13F GENERAL ELECTRIC Common Stock 369604103 32,855 -726 -2.16 851 -9.56 0.3727
2014-02-14 2013-12-31 13F GENERAL ELECTRIC Common Stock 369604103 33,581 -8,200 -19.63 941 -5.71 0.4656
2013-11-14 2013-09-30 13F GENERAL ELECTRIC CO COM Common Stock 369604103 41,781 -1,966 -4.49 998 -1.58 0.5174
2013-07-03 2013-06-30 13F GENERAL ELECTRIC CO COM Common Stock 369604103 43,747 43,747 1,014 0.5695
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.