The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionKey FInancial Inc
Latest Disclosed Ownership4,362 shares
Latest Disclosed Value $ 906,816
Key FInancial Inc ownership in HSY / The Hershey Company

On April 24, 2026 - Key FInancial Inc filed a 13F-HR form disclosing ownership of 4,362 shares of The Hershey Company (MX:HSY) valued at $906,816 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,362 shares of The Hershey Company. This represents a change in shares of 0.00% 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)
2026-04-24 2026-03-31 13F HERSHEY COM 427866108 4,362 0 0.00 907 14.25 0.1555
2026-02-09 2025-12-31 13F HERSHEY COM 427866108 4,362 0 0.00 794 -3.65 0.1449
2025-11-05 2025-09-30 13F HERSHEY COM 427866108 4,362 0 0.00 824 13.83 0.1522
2025-08-05 2025-06-30 13F HERSHEY COM 427866108 4,362 0 0.00 724 -3.08 0.1457
2025-05-01 2025-03-31 13F HERSHEY COM 427866108 4,362 0 0.00 746 1.08 0.1623
2025-01-31 2024-12-31 13F HERSHEY COM 427866108 4,362 0 0.00 739 -11.72 0.1679
2024-10-29 2024-09-30 13F HERSHEY COM 427866108 4,362 0 0.00 837 4.37 0.1849
2024-07-30 2024-06-30 13F HERSHEY COM 427866108 4,362 4 0.09 802 -5.43 0.1922
2024-05-13 2024-03-31 13F/A-1 HERSHEY COM 427866108 4,358 0 0.00 848 4.31 0.2161
2024-05-01 2024-03-31 13F HERSHEY COM 427866108 4,358 0 813 0.2220
2024-01-31 2023-12-31 13F HERSHEY COM 427866108 4,358 0 0.00 813 -6.77 0.2220
2023-11-01 2023-09-30 13F HERSHEY COM 427866108 4,358 0 0.00 872 -19.94 0.2940
2023-07-28 2023-06-30 13F HERSHEY COM 427866108 4,358 0 0.00 1,088 -1.81 0.3606
2023-05-02 2023-03-31 13F HERSHEY COM 427866108 4,358 0 0.00 1,109 15.42 0.4041
2023-01-26 2022-12-31 13F HERSHEY COM 427866108 4,358 0 0.00 961 -0.10 0.4539
2022-10-28 2022-09-30 13F HERSHEY COM 427866108 4,358 3,750 616.78 961 617.16 0.4519
2022-07-26 2022-06-30 13F HERSHEY COM 427866108 608 -106 -14.85 134 -13.55 0.0726
2022-04-27 2022-03-31 13F HERSHEY COM 427866108 714 106 17.43 155 31.36 0.0770
2022-01-19 2021-12-31 13F HERSHEY COM 427866108 608 0 0.00 118 14.56 0.0591
2021-11-01 2021-09-30 13F HERSHEY COM 427866108 608 0 0.00 103 -5.50 0.0583
2021-08-02 2021-06-30 13F HERSHEY COM 427866108 608 0 0.00 109 13.54 0.0609
2021-08-02 2021-06-30 13F GENERAL ELECTRIC COM 369604103 16,120 349 209 0.1168
2021-04-30 2021-03-31 13F HERSHEY COM 427866108 608 0 0.00 96 3.23 0.0633
2021-04-30 2021-03-31 13F GENERAL ELECTRIC COM 369604103 15,771 6 207 0.1364
2021-01-29 2020-12-31 13F HERSHEY COM 427866108 608 -21,043 -97.19 93 -31.11 0.0692
2021-01-29 2020-12-31 13F GENERAL ELECTRIC COM 369604103 15,765 -5,886 170 0.1265
2020-11-02 2020-09-30 13F GENERAL ELECTRIC COM 369604103 21,651 2,399 12.46 135 3.05 0.1385
2020-08-07 2020-06-30 13F GENERAL ELECTRIC COM 369604103 19,252 18,644 3,066.45 131 55.95 0.1502
2020-05-05 2020-03-31 13F HERSHEY COM 427866108 608 -19,963 -97.04 84 -63.48 0.0862
2020-05-05 2020-03-31 13F GENERAL ELECTRIC COM 369604103 20,812 241 164 0.1682
2020-02-11 2019-12-31 13F GENERAL ELECTRIC COM 369604103 20,571 20,571 230 0.2157
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.