The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership31,090 shares
Latest Disclosed Value $ 6,463,348
Monte Financial Group, LLC reports 19.03% decrease in ownership of HSY / The Hershey Company

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 31,090 shares of The Hershey Company (MX:HSY) valued at $6,463,348 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 38,399 shares of The Hershey Company. This represents a change in shares of -19.03% 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 31,090 -7,309 -19.03 6,463 -7.50 2.2952
2026-01-22 2025-12-31 13F HERSHEY COM 427866108 38,399 -3,144 -7.57 6,988 -10.08 2.6041
2025-10-31 2025-09-30 13F HERSHEY COM 427866108 41,543 178 0.43 7,771 13.20 2.8576
2025-07-23 2025-06-30 13F HERSHEY COM 427866108 41,365 251 0.61 6,865 0.22 2.6682
2025-04-22 2025-03-31 13F HERSHEY COM 427866108 41,114 3,151 8.30 6,849 6.53 2.9979
2025-01-21 2024-12-31 13F HERSHEY CO COM Stock 427866108 37,963 5,671 17.56 6,429 3.81 2.7524
2024-10-22 2024-09-30 13F HERSHEY CO COM Stock 427866108 32,292 174 0.54 6,193 4.89 2.5678
2024-07-22 2024-06-30 13F HERSHEY CO COM Stock 427866108 32,118 966 3.10 5,904 -2.56 2.6067
2024-04-29 2024-03-31 13F HERSHEY CO COM Stock 427866108 31,152 15,116 94.26 6,059 102.71 2.6545
2024-01-22 2023-12-31 13F HERSHEY CO COM Stock 427866108 16,036 -27,745 -63.37 2,990 407.47 1.3953
2021-10-25 2021-06-30 13F/A-1 GENERAL ELECTRIC CO COM Stock 369604103 43,781 19,200 78.11 589 82.35 0.3359
2021-07-26 2021-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 43,781 19,200 589 0.3183
2021-04-30 2021-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 24,581 0 0.00 323 21.89 0.1981
2021-02-03 2020-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 24,581 1,113 4.74 265 81.51 0.1802
2020-11-03 2020-09-30 13F General Electric COM 369604103 23,468 -4,483 -16.04 146 -23.56 0.1103
2020-08-03 2020-06-30 13F General Electric COM 369604103 27,951 -89 -0.32 191 -14.35 0.1510
2020-04-28 2020-03-31 13F General Electric COM 369604103 28,040 0 0.00 223 -28.75 0.2160
2020-02-04 2019-12-31 13F General Electric COM 369604103 28,040 -1,631 -5.50 313 18.11 0.2306
2019-11-06 2019-09-30 13F General Electric COM 369604103 29,671 1,300 4.58 265 -11.07 0.2138
2019-08-07 2019-06-30 13F General Electric COM 369604103 28,371 0 0.00 298 5.30 0.2527
2019-04-23 2019-03-31 13F General Electric COM 369604103 28,371 1,000 3.65 283 36.71 0.2479
2019-01-31 2018-12-31 13F General Electric COMMON 369604103 27,371 -2,778 -9.21 207 -39.12 0.2190
2018-10-16 2018-09-30 13F General Electric COMMON 369604103 30,149 0 0.00 340 -17.07 0.3181
2018-10-16 2018-06-30 13F General Electric COMMON 369604103 30,149 -5,700 -15.90 410 -15.11 0.4174
2018-10-16 2018-03-31 13F General Electric COMMON 369604103 35,849 738 2.10 483 -21.21 0.5039
2018-10-16 2017-12-31 13F General Electric common 369604103 35,111 35,111 613 0.6223
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.