The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership3,389 shares
Latest Disclosed Value $ 704,455
IHT Wealth Management, LLC reports 122.81% increase in ownership of HSY / The Hershey Company

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,389 shares of The Hershey Company (MX:HSY) valued at $704,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,521 shares of The Hershey Company. This represents a change in shares of 122.81% 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)
2026-05-15 2026-03-31 13F Hershey COM 427866108 3,389 1,868 122.81 704 155.07 0.0163
2026-02-17 2025-12-31 13F Hershey COM 427866108 1,521 -184 -10.79 277 -13.21 0.0067
2025-11-14 2025-09-30 13F Hershey COM 427866108 1,705 -3,670 -68.28 319 -64.35 0.0081
2025-08-14 2025-06-30 13F Hershey COM 427866108 5,375 -350 -6.11 892 -8.89 0.0245
2025-05-15 2025-03-31 13F Hershey COM 427866108 5,725 490 9.36 979 10.50 0.0306
2025-02-14 2024-12-31 13F Hershey COM 427866108 5,235 -5,905 -53.01 887 -58.52 0.0286
2024-11-14 2024-09-30 13F Hershey COM 427866108 11,140 7,042 171.84 2,137 183.67 0.0606
2024-08-14 2024-06-30 13F HERSHEY COM 427866108 4,098 457 12.55 753 6.36 0.0281
2024-05-15 2024-03-31 13F Hershey COM 427866108 3,641 582 19.03 708 24.21 0.0284
2024-02-14 2023-12-31 13F HERSHEY COM 427866108 3,059 661 27.56 570 19.00 0.0254
2023-11-14 2023-09-30 13F HERSHEY COM 427866108 2,398 -9 -0.37 480 -20.30 0.0243
2023-08-15 2023-06-30 13F HERSHEY COM 427866108 2,407 309 14.73 601 12.76 0.0313
2023-05-15 2023-03-31 13F HERSHEY COM 427866108 2,098 509 32.03 534 44.84 0.0305
2023-02-15 2022-12-31 13F HERSHEY COM 427866108 1,589 144 9.97 368 15.36 0.0231
2022-11-22 2022-09-30 13F HERSHEY COM 427866108 1,445 -114,337 -98.75 319 -79.53 0.0242
2021-08-16 2021-06-30 13F GENERAL ELECTRIC COM 369604103 115,782 -123,719 -51.66 1,558 -50.46 0.0988
2021-05-18 2021-03-31 13F GENERAL ELECTRIC COM 369604103 239,501 -7,062 -2.86 3,145 18.10 0.2262
2021-02-17 2020-12-31 13F GENERAL ELECTRIC COM 369604103 246,563 18,570 8.14 2,663 87.54 0.2214
2020-11-19 2020-09-30 13F GENERAL ELECTRIC COM 369604103 227,993 18,726 8.95 1,420 -0.63 0.1425
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 209,267 207,528 11,933.76 1,429 521.30 0.1958
2020-05-13 2020-03-31 13F HERSHEY COM 427866108 1,739 47 2.78 230 -7.63 0.0331
2020-05-13 2020-03-31 13F GENERAL ELECTRIC COM 369604103 83,959 -13,097 667 0.0960
2020-02-18 2019-12-31 13F HERSHEY COM 427866108 1,692 3 0.18 249 -4.96 0.0295
2020-02-18 2019-12-31 13F GENERAL ELECTRIC COM 369604103 97,056 5,418 1,083 0.1282
2019-11-15 2019-09-30 13F HERSHEY COM 427866108 1,689 -88,610 -98.13 262 -71.74 0.0356
2019-11-15 2019-09-30 13F GENERAL ELECTRIC COM 369604103 91,638 1,339 857 0.1165
2019-08-12 2019-06-30 13F GENERAL ELECTRIC COM 369604103 90,299 17,820 24.59 927 28.04 0.1346
2019-05-16 2019-03-31 13F GENERAL ELECTRIC COM 369604103 72,479 -584 -0.80 724 30.92 0.1206
2019-02-14 2018-12-31 13F GENERAL ELECTRIC COM 369604103 73,063 4,177 6.06 553 -28.92 0.1064
2018-11-14 2018-09-30 13F GENERAL ELECTRIC COM 369604103 68,886 2,926 4.44 778 -13.36 0.1683
2018-08-13 2018-06-30 13F GENERAL ELECTRIC COM 369604103 65,960 3,262 5.20 898 9.11 0.2294
2018-05-14 2018-03-31 13F GENERAL ELECTRIC COM 369604103 62,698 1,780 2.92 823 -26.12 0.2210
2018-02-14 2017-12-31 13F GENERAL ELECTRIC COM 369604103 60,918 13,974 29.77 1,114 1.27 0.2949
2017-11-14 2017-09-30 13F GENERAL ELECTRIC COM 369604103 46,944 -8,386 -15.16 1,100 275.43 0.4683
2017-08-14 2017-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 55,330 3,701 7.17 293 -81.06 0.1419
2017-08-14 2017-06-30 13F GENERAL ELECTRIC COM 369604103 55,330 3,701 7
2017-05-15 2017-03-31 13F GENERAL ELECTRIC COM 369604103 51,629 3,997 8.39 1,547 2.52 1.0314
2017-02-14 2016-12-31 13F GENERAL ELECTRIC COM 369604103 47,632 47,632 1,509 1.1410
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.