The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership14,702 shares
Latest Disclosed Value $ 3,056,465
Sowell Financial Services LLC reports 4.55% increase in ownership of HSY / The Hershey Company

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 14,702 shares of The Hershey Company (MX:HSY) valued at $3,056,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 14,062 shares of The Hershey Company. This represents a change in shares of 4.55% 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)
2026-04-20 2026-03-31 13F HERSHEY COM 427866108 14,702 640 4.55 3,056 19.42 0.1130
2026-01-21 2025-12-31 13F HERSHEY COM 427866108 14,062 -1,325 -8.61 2,559 -11.08 0.0940
2025-10-17 2025-09-30 13F HERSHEY COM 427866108 15,387 1,146 8.05 2,878 21.79 0.1104
2025-07-14 2025-06-30 13F HERSHEY COM 427866108 14,241 1,245 9.58 2,363 6.35 0.0963
2025-04-17 2025-03-31 13F HERSHEY COM 427866108 12,996 2,618 25.23 2,223 26.47 0.1012
2025-02-07 2024-12-31 13F HERSHEY COM 427866108 10,378 10,378 1,758 0.0924
2023-08-14 2023-06-30 13F HERSHEY STOCK 427866108 0 -1,099 -100.00 0 0.0000
2023-05-12 2023-03-31 13F HERSHEY STOCK 427866108 1,099 1,099 0 0.0216
2021-11-04 2021-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 0 -25,528 -100.00 0 -100.00
2021-08-05 2021-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 25,528 25,238 8,702.76 344 602.04 0.0228
2021-05-07 2021-03-31 13F HERSHEY CO COM Stock 427866108 290 -49,277 -99.41 49 -90.84 0.0017
2021-05-07 2021-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 41,766 -7,801 552 0.0192
2021-01-13 2020-12-31 13F GENERAL ELECTRIC CO COM COM 369604103 49,567 49,424 34,562.24 535 2,447.62 0.0229
2021-01-13 2020-12-31 13F HERSHEY CO COM COM 427866108 140 -3 21 0.0009
2020-11-12 2020-09-30 13F HERSHEY CO COM COM 427866108 143 -41,872 -99.66 21 -92.68 0.0010
2020-11-12 2020-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 43,956 1,941 274 0.0137
2020-08-13 2020-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 42,015 6,992 19.96 287 3.24 0.0158
2020-08-13 2020-06-30 13F HERSHEY CO COM Stock 427866108 146 34 19 0.0010
2020-05-12 2020-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 35,023 2,621 8.09 278 -23.20 0.0206
2020-05-12 2020-03-31 13F HERSHEY CO COM Stock 427866108 112 -3,261 15 0.0011
2020-02-07 2019-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 32,402 -22,594 -41.08 362 -26.42 0.0276
2020-02-07 2019-12-31 13F HERSHEY CO COM Stock 427866108 3,373 -1,457 496 0.0378
2019-11-14 2019-09-30 13F GENERAL ELECTRIC CO COM COM 369604103 54,996 -3,162 -5.44 492 -15.32 0.0407
2019-11-14 2019-09-30 13F HERSHEY CO COM COM 427866108 4,830 4,830 749 0.0619
2019-05-15 2019-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 58,158 -2,067 -3.43 581 27.41 0.0649
2019-03-05 2018-12-31 13F GENERAL ELECTRIC COM 369604103 60,225 -70,696 -54.00 456 -69.15 0.0646
2018-11-13 2018-09-30 13F GENERAL ELECTRIC COM 369604103 130,921 269 0.21 1,478 -9.16 0.2146
2018-08-14 2018-06-30 13F GENERAL ELECTRIC COM 369604103 130,652 49,267 60.54 1,627 40.99 0.3453
2018-05-10 2018-03-31 13F GENERAL ELECTRIC COM 369604103 81,385 269 0.33 1,154 -15.15 0.2884
2018-01-29 2017-12-31 13F GENERAL ELECTRIC COM 369604103 81,116 -136,339 -62.70 1,360 -68.76 0.3325
2017-11-07 2017-09-30 13F GENERAL ELECTRIC COM 369604103 217,455 21,941 11.22 4,353 -12.89 1.1349
2017-08-14 2017-06-30 13F GENERAL ELECTRIC COM 369604103 195,514 38,590 24.59 4,997 14.43 1.4184
2017-05-31 2017-03-31 13F GENERAL ELECTRIC COM 369604103 156,924 156,688 66,393.22 4,367 16,696.15 1.2895
2017-02-27 2016-12-31 13F Hershey Co Com COM 427866108 236 236 26 0.0087
2017-02-27 2016-12-31 13F General Electric COM 369604103 129,331 129,331 3,916 1.3112
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.