The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership5,200 shares
Latest Disclosed Value $ 1,081,028
Oakworth Capital, Inc. ownership in HSY / The Hershey Company

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 5,200 shares of The Hershey Company (MX:HSY) valued at $1,081,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 5,200 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 COMMON STOCK 427866108 5,200 0 0.00 1,081 14.27 0.0572
2026-01-30 2025-12-31 13F HERSHEY COMMON STOCK 427866108 5,200 0 0.00 946 -2.67 0.0517
2025-11-04 2025-09-30 13F HERSHEY COMMON STOCK 427866108 5,200 1,000 23.81 973 39.66 0.0562
2025-07-17 2025-06-30 13F HERSHEY COMMON STOCK 427866108 4,200 -33 -0.78 697 -3.73 0.0449
2025-04-24 2025-03-31 13F HERSHEY COMMON STOCK 427866108 4,233 1,200 39.56 724 40.94 0.0504
2025-01-27 2024-12-31 13F HERSHEY COMMON STOCK 427866108 3,033 -76 -2.44 514 -13.93 0.0353
2024-10-21 2024-09-30 13F HERSHEY COMMON STOCK 427866108 3,109 0 0.00 596 4.38 0.0413
2024-07-19 2024-06-30 13F HERSHEY COMMON STOCK 427866108 3,109 33 1.07 572 -4.52 0.0418
2024-04-22 2024-03-31 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 598 4.36 0.0450
2024-01-31 2023-12-31 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 573 -6.83 0.0460
2023-10-31 2023-09-30 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 615 -19.92 0.0560
2023-07-28 2023-06-30 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 768 -1.79 0.0653
2023-05-02 2023-03-31 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 783 9.83 0.0700
2023-02-03 2022-12-31 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 712 5.01 0.0683
2022-10-31 2022-09-30 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 678 2.42 0.0750
2022-08-05 2022-06-30 13F HERSHEY COMMON STOCK 427866108 3,076 0 0.00 662 -0.60 0.0666
2022-04-11 2022-03-31 13F HERSHEY COMMON STOCK 427866108 3,076 76 2.53 666 14.83 0.0574
2022-02-07 2021-12-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 580 14.17 0.0493
2021-11-10 2021-09-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 508 -2.87 0.0491
2021-07-20 2021-06-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 523 10.34 0.0521
2021-07-20 2021-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 5,258 -1,291 71 0.0071
2021-04-30 2021-03-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 474 3.72 0.0538
2021-04-30 2021-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 6,549 -1,435 86 0.0098
2021-02-12 2020-12-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 457 6.28 0.0592
2021-02-12 2020-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 7,984 1,247 86 0.0111
2020-11-09 2020-09-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 430 10.54 0.0697
2020-11-09 2020-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 6,737 -2,065 42 0.0068
2020-08-11 2020-06-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 389 -2.26 0.0699
2020-08-11 2020-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 8,802 0 60 0.0108
2020-05-07 2020-03-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 398 -9.13 0.0935
2020-05-07 2020-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 8,802 954 70 0.0164
2020-01-31 2019-12-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 438 -5.81 0.0769
2020-01-31 2019-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 7,848 -3,456 94 0.0165
2019-11-13 2019-09-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 465 15.67 0.0902
2019-11-13 2019-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 11,304 -8,780 101 0.0196
2019-08-02 2019-06-30 13F HERSHEY COMMON STOCK 427866108 3,000 -100 -3.23 402 12.92 0.0766
2019-08-02 2019-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 20,084 -909 211 0.0402
2019-05-06 2019-03-31 13F HERSHEY COMMON STOCK 427866108 3,100 0 0.00 356 7.23 0.0729
2019-05-06 2019-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 20,993 1,761 209 0.0428
2019-02-13 2018-12-31 13F HERSHEY COMMON STOCK 427866108 3,100 -500 -13.89 332 -9.54 0.0756
2019-02-13 2018-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 19,232 -11,866 145 0.0330
2018-10-25 2018-09-30 13F HERSHEY COMMON STOCK 427866108 3,600 0 0.00 367 9.55 0.0734
2018-10-25 2018-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 31,098 -15,811 351 0.0702
2018-08-07 2018-06-30 13F HERSHEY COMMON STOCK 427866108 3,600 0 0.00 335 1.21 0.0695
2018-08-07 2018-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 46,909 8,481 639 0.1326
2018-05-09 2018-03-31 13F HERSHEY COMMON STOCK 427866108 3,600 -350 -8.86 331 -24.43 0.0791
2018-05-09 2018-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 38,428 -15,973 541 0.1293
2018-01-22 2017-12-31 13F HERSHEY COMMON STOCK 427866108 3,950 0 0.00 438 5.80 0.1031
2018-01-22 2017-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 54,401 -2 995 0.2341
2017-11-08 2017-09-30 13F HERSHEY COMMON STOCK 427866108 3,950 100 2.60 414 0.24 0.1063
2017-11-08 2017-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 54,403 5,121 1,335 0.3429
2017-07-31 2017-06-30 13F HERSHEY COMMON STOCK 427866108 3,850 0 0.00 413 -1.90 0.1131
2017-07-31 2017-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 49,282 -111 1,330 0.3642
2017-04-26 2017-03-31 13F HERSHEY COMMON STOCK 427866108 3,850 0 0.00 421 13.17 0.1219
2017-04-26 2017-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 49,393 862 1,471 0.4259
2017-01-27 2016-12-31 13F HERSHEY COMMON STOCK 427866108 3,850 500 14.93 372 16.25 0.1223
2017-01-27 2016-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 48,531 5,926 1,492 0.4906
2016-10-24 2016-09-30 13F HERSHEY COMMON STOCK 427866108 3,350 0 0.00 320 2.89 0.1109
2016-10-24 2016-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 42,605 3,674 1,262 0.4372
2016-07-20 2016-06-30 13F HERSHEY COMMON STOCK 427866108 3,350 350 11.67 311 12.68 0.1164
2016-07-20 2016-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 38,931 492 1,176 0.4400
2016-05-13 2016-03-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 276 2.99 0.1102
2016-05-13 2016-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 38,439 157 1,223 0.4885
2016-01-26 2015-12-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 268 -2.90 0.1115
2016-01-26 2015-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 38,282 18,858 1,193 0.4963
2015-10-29 2015-09-30 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 276 -1.08 0.1453
2015-10-29 2015-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 19,424 -1,451 489 0.2574
2015-08-14 2015-06-30 13F/A-1 HERSHEY COMMON STOCK 427866108 3,000 0 0.00 279 1.09 0.1321
2015-08-14 2015-06-30 13F/A-1 GENERAL ELECTRIC COMMON STOCK 369604103 20,875 0 545 0.2580
2015-07-14 2015-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 17,801 467
2015-05-12 2015-03-31 13F HERSHEY COMMON STOCK 427866108 3,000 0 0.00 276 -11.54 0.1275
2015-05-12 2015-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 20,875 2,882 565 0.2610
2015-02-24 2014-12-31 13F HERSHEY COMMON STOCK 427866108 3,000 -14,901 -83.24 312 -32.90 0.1614
2015-02-24 2014-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 17,993 92 455 0.2354
2014-10-09 2014-09-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 17,901 100 0.56 465 -0.43 0.2729
2014-07-14 2014-06-30 13F GENERAL ELECTRIC COMMON STOCK 369604103 17,801 -85 -0.48 467 0.86 0.2840
2014-04-10 2014-03-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 17,886 1,420 8.62 463 0.43 0.3031
2014-01-27 2013-12-31 13F GENERAL ELECTRIC COMMON STOCK 369604103 16,466 16,466 461 0.3258
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.