The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionKeystone Financial Group
Latest Disclosed Ownership1,592 shares
Latest Disclosed Value $ 331,029
Keystone Financial Group reports 2.84% increase in ownership of HSY / The Hershey Company

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 1,592 shares of The Hershey Company (MX:HSY) valued at $331,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,548 shares of The Hershey Company. This represents a change in shares of 2.84% 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)
2026-05-13 2026-03-31 13F HERSHEY Equtities 427866108 1,592 44 2.84 331 17.79 0.0223
2026-02-06 2025-12-31 13F HERSHEY Equities 427866108 1,548 18 1.18 282 -1.75 0.0208
2025-11-17 2025-09-30 13F/A-1 HERSHEY Common Stock 427866108 1,530 1,530 286 0.0219
2025-02-13 2024-12-31 13F HERSHEY Common Stock 427866108 0 -1,180 -100.00 0 -100.00
2025-02-19 2024-09-30 13F/A-3 HERSHEY Common Stock 427866108 1,180 1,180 226 0.0290
2025-02-18 2024-09-30 13F/A-2 HERSHEY Common Stock 427866108 6,845 6,845 201 0.0262
2024-11-12 2024-09-30 13F HERSHEY Common Stock 427866108 1,180 1,180 226 0.0747
2024-07-31 2024-06-30 13F HERSHEY Common Stock 427866108 0 -1,068 -100.00 0 -100.00
2024-05-08 2024-03-31 13F HERSHEY Common Stock 427866108 1,068 1,068 208 0.0303
2023-08-07 2023-06-30 13F HERSHEY Common Stock 427866108 0 -1,076 -100.00 0 -100.00
2023-02-07 2022-12-31 13F HERSHEY Common Stock 427866108 1,076 1 0.09 249 5.06 0.0492
2022-11-10 2022-09-30 13F HERSHEY Common Stock 427866108 1,075 -51,330 -97.95 237 -66.38 0.0481
2021-08-13 2021-06-30 13F GENERAL ELECTRIC Common Stock 369604103 52,405 -973 -1.82 705 0.57 0.1277
2021-05-11 2021-03-31 13F GENERAL ELECTRIC Common Stock 369604103 53,378 1,225 2.35 701 24.51 0.1366
2021-02-10 2020-12-31 13F GENERAL ELECTRIC Common Stock 369604103 52,153 742 1.44 563 75.94 0.1171
2020-11-13 2020-09-30 13F GENERAL ELECTRIC Common Stock 369604103 51,411 6,435 14.31 320 4.23 0.0786
2020-08-13 2020-06-30 13F GENERAL ELECTRIC Common Stock 369604103 44,976 1,229 2.81 307 -11.53 0.0834
2020-05-05 2020-03-31 13F/A-1 GENERAL ELECTRIC Common Stock 369604103 43,747 -2,799 -6.01 347 -33.14 0.1150
2020-05-05 2020-03-31 13F GENERAL ELECTRIC Common Stock 369604103 46,546 0 519 139,430.6715
2020-02-06 2019-12-31 13F GENERAL ELECTRIC Common Stock 369604103 46,546 -3,527 -7.04 519 15.85 0.1394
2019-11-07 2019-09-30 13F GENERAL ELECTRIC Common Stock 369604103 50,073 -10,124 -16.82 448 -29.11 0.1378
2019-08-07 2019-06-30 13F GENERAL ELECTRIC Common Stock 369604103 60,197 -456 -0.75 632 4.29 0.2056
2019-05-07 2019-03-31 13F GENERAL ELECTRIC Common Stock 369604103 60,653 9,998 19.74 606 58.22 0.2155
2019-02-11 2018-12-31 13F GENERAL ELECTRIC Common Stock 369604103 50,655 -9,105 -15.24 383 -46.95 0.1731
2018-11-06 2018-09-30 13F GENERAL ELECTRIC Common Stock 369604103 59,760 18,416 44.54 722 30.56 0.2955
2018-08-14 2018-06-30 13F GENERAL ELECTRIC Common Stock 369604103 41,344 2,250 5.76 553 7.80 0.3084
2018-05-15 2018-03-31 13F GENERAL ELECTRIC Common Stock 369604103 39,094 5,691 17.04 513 -16.04 0.2849
2018-02-09 2017-12-31 13F GENERAL ELECTRIC Common Stock 369604103 33,403 33,403 611 0.3797
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.