The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership10,761 shares
Latest Disclosed Value $ 2,238,283
Prospera Financial Services Inc reports 3.31% decrease in ownership of HSY / The Hershey Company

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 10,761 shares of The Hershey Company (MX:HSY) valued at $2,238,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 11,129 shares of The Hershey Company. This represents a change in shares of -3.31% 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)
2026-04-14 2026-03-31 13F HERSHEY COM 427866108 10,761 -368 -3.31 2,238 10.46 0.0360
2026-02-09 2025-12-31 13F HERSHEY COM 427866108 11,129 699 6.70 2,026 3.84 0.0333
2025-11-06 2025-09-30 13F HERSHEY COM 427866108 10,430 -1,432 -12.07 1,952 -0.91 0.0333
2025-08-06 2025-06-30 13F HERSHEY COM 427866108 11,862 -1,210 -9.26 1,970 -11.94 0.0367
2025-05-15 2025-03-31 13F HERSHEY COM 427866108 13,072 -10,950 -45.58 2,237 -45.03 0.0514
2025-02-13 2024-12-31 13F HERSHEY COM 427866108 24,022 12,388 106.48 4,069 82.26 0.0948
2024-11-07 2024-09-30 13F HERSHEY COM 427866108 11,634 163 1.42 2,232 5.83 0.0570
2024-08-13 2024-06-30 13F HERSHEY COM 427866108 11,471 693 6.43 2,109 0.57 0.0587
2024-08-13 2024-03-31 13F HERSHEY COM 427866108 10,778 -56 -0.52 2,097 3.86 0.0625
2024-02-14 2023-12-31 13F HERSHEY COM 427866108 10,834 -1,059 -8.90 2,020 -15.17 0.0669
2023-11-13 2023-09-30 13F HERSHEY COM 427866108 11,893 -804 -6.33 2,381 -24.94 0.0920
2023-08-08 2023-06-30 13F HERSHEY COM 427866108 12,697 1,660 15.04 3,172 12.93 0.1214
2023-05-12 2023-03-31 13F HERSHEY COM 427866108 11,037 739 7.18 2,809 17.79 0.1154
2023-02-08 2022-12-31 13F HERSHEY COM 427866108 10,298 7,937 336.17 2,385 357.58 0.1195
2022-10-27 2022-09-30 13F HERSHEY COM 427866108 2,361 302 14.67 521 17.61 0.0272
2022-08-08 2022-06-30 13F HERSHEY COM 427866108 2,059 369 21.83 443 21.04 0.0226
2022-05-04 2022-03-31 13F HERSHEY COM 427866108 1,690 183 12.14 366 25.34 0.0153
2022-02-10 2021-12-31 13F HERSHEY COM 427866108 1,507 -353 -18.98 292 -7.30 0.0126
2021-11-12 2021-09-30 13F HERSHEY COM 427866108 1,860 -388 -17.26 315 -19.64 0.0157
2021-08-16 2021-06-30 13F/A-1 HERSHEY COM 427866108 2,248 -63 -2.73 392 7.40 0.0197
2021-08-16 2021-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 90,781 -1,887 1,223 0.0613
2021-08-12 2021-06-30 13F HERSHEY COM 427866108 2,248 -63 392 0.0202
2021-08-12 2021-06-30 13F GENERAL ELECTRIC COM 369604103 90,781 -1,887 1,222 0.0629
2021-05-06 2021-03-31 13F HERSHEY COM 427866108 2,311 251 12.18 365 16.24 0.0217
2021-05-06 2021-03-31 13F GENERAL ELECTRIC COM 369604103 92,668 -593 1,216 0.0722
2021-02-12 2020-12-31 13F HERSHEY COM 427866108 2,060 2,010 4,020.00 314 4,385.71 0.0216
2021-02-12 2020-12-31 13F GENERAL ELECTRIC COM 369604103 93,261 34,828 1,008 0.0694
2020-11-04 2020-09-30 13F HERSHEY COM 427866108 50 -1,876 -97.40 7 -97.20 0.0027
2020-11-04 2020-09-30 13F GENERAL ELECTRIC COM 369604103 58,433 -6,177 364 0.1391
2020-08-10 2020-06-30 13F HERSHEY COM 427866108 1,926 -171 -8.15 250 -10.07 0.0222
2020-08-10 2020-06-30 13F GENERAL ELECTRIC COM 369604103 64,610 2,443 441 0.0391
2020-05-15 2020-03-31 13F HERSHEY COM 427866108 2,097 -270 -11.41 278 -20.11 0.0295
2020-05-15 2020-03-31 13F GENERAL ELECTRIC COM 369604103 62,167 23,550 494 0.0524
2020-02-12 2019-12-31 13F HERSHEY COM 427866108 2,367 -401 -14.49 348 -18.88 0.0268
2020-02-12 2019-12-31 13F GENERAL ELECTRIC COM 369604103 38,617 4,536 431 0.0332
2019-10-22 2019-09-30 13F HERSHEY COM 427866108 2,768 -789 -22.18 429 -11.73 0.0441
2019-10-22 2019-09-30 13F GENERAL ELECTRIC COM 369604103 34,081 -3,228 305 0.0313
2019-08-14 2019-06-30 13F/A-1 HERSHEY COM 427866108 3,557 1,525 75.05 486 105.93 0.0546
2019-08-14 2019-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 37,309 37,309 392 0.0440
2019-08-14 2019-06-30 13F HERSHEY COM 427866108 2,728 696 291
2019-08-14 2019-06-30 13F GENERAL ELECTRIC COM 369604103 25,019 25,019 192
2019-05-02 2019-03-31 13F HERSHEY COM 427866108 2,032 -696 -25.51 236 -18.90 0.0777
2019-02-13 2018-12-31 13F HERSHEY COM 427866108 2,728 -45,096 -94.30 291 -54.60 0.0587
2019-02-13 2018-12-31 13F GENERAL ELECTRIC COM 369604103 25,019 -22,805 192 0.0387
2018-10-25 2018-09-30 13F GENERAL ELECTRIC COM 369604103 47,824 -5,123 -9.68 641 -10.72 0.1195
2018-07-18 2018-06-30 13F GENERAL ELECTRIC COM 369604103 52,947 14,750 38.62 718 40.51 0.0973
2018-04-12 2018-03-31 13F GENERAL ELECTRIC COM 369604103 38,197 -10,927 -22.24 511 -41.47 0.0714
2018-01-23 2017-12-31 13F GENERAL ELECTRIC COM 369604103 49,124 -16,025 -24.60 873 -44.96 0.1334
2017-10-11 2017-09-30 13F GENERAL ELECTRIC COM 369604103 65,149 -39,447 -37.71 1,586 -43.24 0.2412
2017-07-19 2017-06-30 13F GENERAL ELECTRIC COM 369604103 104,596 -10,798 -9.36 2,794 -18.90 0.4482
2017-04-13 2017-03-31 13F GENERAL ELECTRIC COM 369604103 115,394 19,787 20.70 3,445 14.15 0.6210
2017-01-11 2016-12-31 13F GENERAL ELECTRIC COM 369604103 95,607 27,149 39.66 3,018 48.82 0.5913
2016-10-12 2016-09-30 13F GENERAL ELECTRIC COM 369604103 68,458 11,591 20.38 2,028 13.30 0.4073
2016-07-26 2016-06-30 13F GENERAL ELECTRIC COM 369604103 56,867 11,774 26.11 1,790 24.91 0.3701
2016-04-12 2016-03-31 13F GENERAL ELECTRIC COM 369604103 45,093 5,963 15.24 1,433 17.56 0.3190
2016-01-12 2015-12-31 13F GENERAL ELECTRIC COM 369604103 39,130 454 1.17 1,219 28.59 0.2673
2015-10-16 2015-09-30 13F GENERAL ELECTRIC COM 369604103 38,676 122 0.32 948 -4.72 0.2398
2015-08-07 2015-06-30 13F GENERAL ELECTRIC COM 369604103 38,554 -3,602 -8.54 995 -2.36 0.2368
2015-04-22 2015-03-31 13F GENERAL ELECTRIC COM 369604103 42,156 38,489 1,049.60 1,019 167.45 0.2269
2015-01-14 2014-12-31 13F HERSHEY COM 427866108 3,667 -38,200 -91.24 381 -63.47 0.0950
2015-01-14 2014-12-31 13F GENERAL ELECTRIC COM 369604103 41,133 -734 1,039 0.2590
2014-10-16 2014-09-30 13F GENERAL ELECTRIC COM 369604103 41,867 4,186 11.11 1,043 5.35 0.2811
2014-07-07 2014-06-30 13F GENERAL ELECTRIC COM 369604103 37,681 871 2.37 990 9.15 0.2678
2014-04-04 2014-03-31 13F GENERAL ELECTRIC COM 369604103 36,810 10,910 42.12 907 24.93 0.2865
2014-02-13 2013-12-31 13F GENERAL ELECTRIC COM 369604103 25,900 -11,776 -31.26 726 -20.31 0.2441
2013-11-04 2013-09-30 13F GENERAL ELECTRIC COM 369604103 37,676 1,036 2.83 911 6.55 0.3456
2013-08-15 2013-06-30 13F GENERAL ELECTRIC COM 369604103 36,640 36,640 855 0.3958
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.