The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership330 shares
Latest Disclosed Value $ 68,555
BOK Financial Private Wealth, Inc. ownership in HSY / The Hershey Company

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 330 shares of The Hershey Company (MX:HSY) valued at $68,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 330 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)
2026-05-12 2026-03-31 13F HERSHEY COM 427866108 330 0 0.00 69 13.33 0.0041
2026-02-06 2025-12-31 13F HERSHEY COM 427866108 330 0 0.00 60 -1.64 0.0037
2025-11-07 2025-09-30 13F HERSHEY COM 427866108 330 0 0.00 62 12.96 0.0039
2025-08-07 2025-06-30 13F HERSHEY COM 427866108 330 -41 -11.05 55 -14.29 0.0037
2025-05-14 2025-03-31 13F HERSHEY COM 427866108 371 41 12.42 63 14.55 0.0048
2025-02-07 2024-12-31 13F HERSHEY COM 427866108 330 0 0.00 56 -12.70 0.0041
2024-11-13 2024-09-30 13F HERSHEY COM 427866108 330 0 0.00 63 5.00 0.0046
2024-08-14 2024-06-30 13F HERSHEY COM 427866108 330 0 0.00 61 -6.25 0.0044
2024-05-01 2024-03-31 13F HERSHEY COM 427866108 330 0 0.00 64 4.92 0.0048
2024-01-30 2023-12-31 13F HERSHEY COM 427866108 330 0 0.00 61 -6.15 0.0050
2023-10-13 2023-09-30 13F HERSHEY COM 427866108 330 0 0.00 66 -20.73 0.0058
2023-08-08 2023-06-30 13F HERSHEY COM 427866108 330 -19,044 -98.30 82 -68.58 0.0067
2021-08-03 2021-06-30 13F GENERAL ELECTRIC COM 369604103 19,374 5,216 36.84 261 40.32 0.0213
2021-05-12 2021-03-31 13F GENERAL ELECTRIC COM 369604103 14,158 1,667 13.35 186 37.78 0.0169
2021-02-01 2020-12-31 13F GENERAL ELECTRIC COM 369604103 12,491 2,145 20.73 135 110.94 0.0129
2020-11-06 2020-09-30 13F GENERAL ELECTRIC COM 369604103 10,346 10,346 64 0.0067
2020-08-13 2020-06-30 13F GENERAL ELECTRIC COM 369604103 0 -12,865 -100.00 0 -100.00
2020-05-07 2020-03-31 13F GENERAL ELECTRIC COM 369604103 12,865 1,707 15.30 102 -18.40 0.0124
2020-02-05 2019-12-31 13F GENERAL ELECTRIC COM 369604103 11,158 11,158 125 0.0105
2019-11-08 2019-09-30 13F General Electric COM 369604103 0 -10,861 -100.00 0 -100.00
2019-08-01 2019-06-30 13F General Electric COM 369604103 10,861 399 3.81 114 8.57 0.0167
2019-04-30 2019-03-31 13F General Electric COM 369604103 10,462 10,462 105 0.0140
2018-02-05 2017-12-31 13F GENERAL ELECTRIC COM 369604103 0 -10,664 -100.00 0 -100.00
2017-11-06 2017-09-30 13F GENERAL ELECTRIC COM 369604103 10,664 -3,699 -25.75 258 -33.51 0.0424
2017-07-27 2017-06-30 13F GENERAL ELECTRIC COM 369604103 14,363 -2,599 -15.32 388 -23.17 0.0560
2017-05-08 2017-03-31 13F GENERAL ELECTRIC COM 369604103 16,962 -3,081 -15.37 505 -20.22 0.0714
2017-02-08 2016-12-31 13F GENERAL ELECTRIC COM 369604103 20,043 -4,202 -17.33 633 -11.84 0.0960
2016-11-07 2016-09-30 13F GENERAL ELECTRIC COM 369604103 24,245 5,451 29.00 718 21.28 0.1088
2016-08-10 2016-06-30 13F GENERAL ELECTRIC COM 369604103 18,794 0 0.00 592 -0.84 0.0942
2016-05-12 2016-03-31 13F GENERAL ELECTRIC COM 369604103 18,794 0 0.00 597 2.05 0.1014
2016-02-08 2015-12-31 13F GENERAL ELECTRIC COM 369604103 18,794 0 0.00 585 23.42 0.1002
2015-10-22 2015-09-30 13F GENERAL ELECTRIC COM 369604103 18,794 0 0.00 474 -5.01 0.0832
2015-07-16 2015-06-30 13F GENERAL ELECTRIC COM 369604103 18,794 2,900 18.25 499 26.65 0.0830
2015-04-30 2015-03-31 13F GENERAL ELECTRIC COM 369604103 15,894 15,894 0.00 394 0.0651
2015-02-03 2014-12-31 13F GENERAL ELECTRIC COM 369604103 0 -19,697 -100.00 0 -100.00
2014-11-05 2014-09-30 13F GENERAL ELECTRIC COM 369604103 19,697 9 0.05 505 -2.32 0.0847
2014-08-01 2014-06-30 13F GENERAL ELECTRIC COM 369604103 19,688 8 0.04 517 1.37 0.0860
2014-05-05 2014-03-31 13F GENERAL ELECTRIC COM 369604103 19,680 9 0.05 510 -7.44 0.0889
2014-01-28 2013-12-31 13F GENERAL ELECTRIC COM 369604103 19,671 8 0.04 551 17.23 0.0993
2013-11-08 2013-09-30 13F GENERAL ELECTRIC COM 369604103 19,663 1,607 8.90 470 12.17 0.0945
2013-08-13 2013-06-30 13F GENERAL ELECTRIC COM 369604103 18,056 18,056 419 0.0905
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.