The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership4,851 shares
Latest Disclosed Value $ 1,008,407
Wealthspire Advisors, LLC reports 12.81% decrease in ownership of HSY / The Hershey Company

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 4,851 shares of The Hershey Company (MX:HSY) valued at $1,008,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,564 shares of The Hershey Company. This represents a change in shares of -12.81% 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)
2026-05-01 2026-03-31 13F HERSHEY COM 427866108 4,851 -713 -12.81 1,008 -0.40 0.0079
2026-02-12 2025-12-31 13F HERSHEY COM 427866108 5,564 -3,222 -36.67 1,012 -38.41 0.0081
2025-11-14 2025-09-30 13F HERSHEY COM 427866108 8,786 4,602 109.99 1,643 136.74 0.0086
2025-08-11 2025-06-30 13F HERSHEY COM 427866108 4,184 -8,148 -66.07 694 -67.09 0.0039
2025-05-09 2025-03-31 13F HERSHEY COM 427866108 12,332 6,383 107.30 2,109 109.43 0.0126
2025-02-04 2024-12-31 13F HERSHEY COM 427866108 5,949 516 9.50 1,007 -3.27 0.0100
2024-11-13 2024-09-30 13F HERSHEY COM 427866108 5,433 434 8.68 1,042 13.40 0.0106
2024-08-08 2024-06-30 13F HERSHEY COM 427866108 4,999 -78 -1.54 919 -6.99 0.0118
2024-05-06 2024-03-31 13F HERSHEY COM 427866108 5,077 -1,249 -19.74 988 -16.28 0.0132
2024-02-07 2023-12-31 13F HERSHEY COM 427866108 6,326 10 0.16 1,179 -6.65 0.0168
2023-11-06 2023-09-30 13F HERSHEY COM 427866108 6,316 -1,811 -22.28 1,264 -37.75 0.0209
2023-08-01 2023-06-30 13F HERSHEY COM 427866108 8,127 4,037 98.70 2,029 95.10 0.0332
2023-05-09 2023-03-31 13F HERSHEY COM 427866108 4,090 -3,668 -47.28 1,041 -42.09 0.0179
2023-02-14 2022-12-31 13F HERSHEY COM 427866108 7,758 -442 -5.39 1,796 -0.66 0.0327
2022-11-14 2022-09-30 13F HERSHEY COM 427866108 8,200 3,087 60.38 1,808 64.36 0.0378
2022-08-09 2022-06-30 13F HERSHEY COM 427866108 5,113 1,239 31.98 1,100 31.11 0.0230
2022-05-09 2022-03-31 13F HERSHEY COM 427866108 3,874 -387 -9.08 839 1.82 0.0189
2022-02-14 2021-12-31 13F HERSHEY COM 427866108 4,261 -271 -5.98 824 7.43 0.0182
2021-11-15 2021-09-30 13F HERSHEY COM 427866108 4,532 1,927 73.97 767 68.94 0.0159
2021-08-13 2021-06-30 13F HERSHEY COM 427866108 2,605 -2,648 -50.41 454 -45.37 0.0119
2021-08-13 2021-06-30 13F GENERAL ELECTRIC COM 369604103 27,531 -99,902 371 0.0098
2021-05-17 2021-03-31 13F HERSHEY COM 427866108 5,253 1,761 50.43 831 56.20 0.0197
2021-05-17 2021-03-31 13F GENERAL ELECTRIC COM 369604103 127,433 36,302 1,673 0.0397
2021-02-16 2020-12-31 13F HERSHEY COM 427866108 3,492 -57,705 -94.29 532 39.63 0.0158
2021-02-16 2020-12-31 13F GENERAL ELECTRIC COM 369604103 91,131 29,934 984 0.0293
2020-11-16 2020-09-30 13F GENERAL ELECTRIC COM 369604103 61,197 26,524 76.50 381 60.76 0.0227
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 34,673 30,497 730.29 237 -57.14 0.0165
2020-05-12 2020-03-31 13F HERSHEY COM 427866108 4,176 -27,110 -86.65 553 58.45 0.0232
2020-05-12 2020-03-31 13F GENERAL ELECTRIC COM 369604103 146,138 114,852 1,160 0.0486
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 31,286 6,059 24.02 349 54.42 0.0254
2019-11-12 2019-09-30 13F GENERAL ELECTRIC COM 369604103 25,227 25,227 226 0.0185
2019-05-07 2019-03-31 13F HERSHEY COM 427866108 0 -3 -100.00 0 0.0000
2019-05-07 2019-03-31 13F GENERAL ELECTRIC COM 369604103 0 -5,828 0
2019-02-14 2018-12-31 13F HERSHEY COM 427866108 3 3 0 0.0000
2019-02-14 2018-12-31 13F GENERAL ELECTRIC COM 369604103 5,828 5,828 44 0.0042
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.