The Hershey Company
US ˙ NYSE ˙ US4278661081

SecurityHSY / The Hershey Company
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership55,688 shares
Latest Disclosed Value $ 11,576,919
Grimes & Company, Inc. reports 0.91% decrease in ownership of HSY / The Hershey Company

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 55,688 shares of The Hershey Company (US:HSY) valued at $11,576,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 56,201 shares of The Hershey Company. This represents a change in shares of -0.91% during the quarter. The current value of the position is $10,202,042 USD.

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)
2026-04-21 2026-03-31 13F HERSHEY COM 427866108 55,688 -513 -0.91 11,577 13.19 0.3205
2026-02-03 2025-12-31 13F HERSHEY COM 427866108 56,201 -545 -0.96 10,227 -3.65 0.2444
2025-10-27 2025-09-30 13F HERSHEY COM 427866108 56,746 -3,057 -5.11 10,614 6.95 0.2621
2025-07-22 2025-06-30 13F HERSHEY COM 427866108 59,803 -37,657 -38.64 9,924 -40.46 0.2701
2025-04-17 2025-03-31 13F HERSHEY COM 427866108 97,460 22,352 29.76 16,669 31.05 0.5153
2025-01-21 2024-12-31 13F HERSHEY COM 427866108 75,108 -16,123 -17.67 12,720 -27.30 0.3665
2024-10-22 2024-09-30 13F HERSHEY COM 427866108 91,231 764 0.84 17,496 5.21 0.4735
2024-07-22 2024-06-30 13F HERSHEY COM 427866108 90,467 58,569 183.61 16,631 168.05 0.4977
2024-04-17 2024-03-31 13F HERSHEY COM 427866108 31,898 2,446 8.31 6,204 12.98 0.1907
2024-01-24 2023-12-31 13F HERSHEY COM 427866108 29,452 2,173 7.97 5,491 0.60 0.1818
2023-10-19 2023-09-30 13F HERSHEY COM 427866108 27,279 3,633 15.36 5,458 -7.55 0.2111
2023-07-19 2023-06-30 13F HERSHEY COM 427866108 23,646 296 1.27 5,904 -0.61 0.2094
2023-04-20 2023-03-31 13F HERSHEY COM 427866108 23,350 -1,696 -6.77 5,940 2.43 0.2434
2023-01-25 2022-12-31 13F HERSHEY COM 427866108 25,046 1,970 8.54 5,800 14.00 0.2448
2022-10-28 2022-09-30 13F HERSHEY COM 427866108 23,076 48 0.21 5,087 2.66 0.2655
2022-07-22 2022-06-30 13F HERSHEY COM 427866108 23,028 -2,030 -8.10 4,955 -8.71 0.2498
2022-05-06 2022-03-31 13F HERSHEY COM 427866108 25,058 -48,531 -65.95 5,428 -61.87 0.2536
2022-02-01 2021-12-31 13F HERSHEY COM 427866108 73,589 1,355 1.88 14,237 16.45 0.6517
2021-11-08 2021-09-30 13F HERSHEY COM 427866108 72,234 -45,136 -38.46 12,226 673.80 0.5320
2021-08-04 2021-06-30 13F GENERAL ELECTRIC COM 369604103 117,370 257 0.22 1,580 2.73 0.0686
2021-08-04 2021-06-30 13F HERSHEY COM 427866108 70,925 1,938 12,354 0.5360
2021-05-12 2021-03-31 13F GENERAL ELECTRIC COM 369604103 117,113 51,290 77.92 1,538 -84.66 0.0740
2021-05-12 2021-03-31 13F HERSHEY COM 427866108 68,987 3,164 10,911 0.5247
2021-02-02 2020-12-31 13F Hershey Foods COM 427866108 65,823 2,358 3.72 10,027 10.22 0.5209
2021-02-02 2020-12-31 13F General Electric COM 369604103 102,190 -17,268 1,104 0.0574
2020-11-12 2020-09-30 13F Hershey Foods COM 427866108 63,465 627 1.00 9,097 11.69 0.5819
2020-11-12 2020-09-30 13F General Electric COM 369604103 119,458 -1,790 744 0.0476
2020-07-31 2020-06-30 13F Hershey Foods COM 427866108 62,838 637 1.02 8,145 -1.18 0.5660
2020-07-31 2020-06-30 13F General Electric COM 369604103 121,248 -430 828 0.0575
2020-05-05 2020-03-31 13F Hershey Foods COM 427866108 62,201 -61,103 -49.55 8,242 498.98 0.7523
2020-05-05 2020-03-31 13F General Electric COM 369604103 121,678 -1,626 966 0.0882
2020-02-05 2019-12-31 13F General Electric COM 369604103 123,304 -9,278 -7.00 1,376 16.12 0.0901
2019-11-05 2019-09-30 13F General Electric COM 369604103 132,582 -8,793 -6.22 1,185 -20.15 0.0844
2019-07-30 2019-06-30 13F General Electric COM 369604103 141,375 -2,991 -2.07 1,484 2.91 0.1126
2019-05-02 2019-03-31 13F General Electric COM 369604103 144,366 -1,478 -1.01 1,442 30.62 0.1130
2019-02-01 2018-12-31 13F General Electric COM 369604103 145,844 -19,528 -11.81 1,104 -40.87 0.1078
2018-11-09 2018-09-30 13F General Electric COM 369604103 165,372 -1,990 -1.19 1,867 -18.04 0.1495
2018-08-10 2018-06-30 13F General Electric COM 369604103 167,362 -1,217 -0.72 2,278 0.26 0.2013
2018-05-07 2018-03-31 13F General Electric COM 369604103 168,579 41,727 32.89 2,272 2.67 0.2201
2018-02-05 2017-12-31 13F General Electric COM 369604103 126,852 -3,860 -2.95 2,213 -29.97 0.2136
2017-11-03 2017-09-30 13F General Electric COM 369604103 130,712 427 0.33 3,160 -10.20 0.3360
2017-07-18 2017-06-30 13F General Electric COM 369604103 130,285 -144 -0.11 3,519 -9.47 0.3926
2017-05-01 2017-03-31 13F General Electric COM 369604103 130,429 1,934 1.51 3,887 -4.26 0.4258
2017-01-24 2016-12-31 13F General Electric COM 369604103 128,495 4,940 4.00 4,060 10.93 0.4709
2016-10-24 2016-09-30 13F General Electric COM 369604103 123,555 1,455 1.19 3,660 -4.76 0.4898
2016-07-25 2016-06-30 13F General Electric COM 369604103 122,100 1,482 1.23 3,843 0.21 0.5136
2016-04-25 2016-03-31 13F General Electric COM 369604103 120,618 448 0.37 3,835 2.46 0.4934
2016-02-03 2015-12-31 13F General Electric COM 369604103 120,170 -894 -0.74 3,743 22.60 0.5055
2015-10-08 2015-09-30 13F General Electric COM 369604103 121,064 -28,928 -19.29 3,053 -23.39 0.3928
2015-08-11 2015-06-30 13F General Electric COM 369604103 149,992 25,748 20.72 3,985 29.26 0.5612
2015-04-24 2015-03-31 13F General Electric COM 369604103 124,244 -4,970 -3.85 3,083 -5.57 0.7411
2015-02-12 2014-12-31 13F General Electric COM 369604103 129,214 -3,694 -2.78 3,265 -4.11 0.8440
2014-11-06 2014-09-30 13F General Electric COM 369604103 132,908 3,142 2.42 3,405 -0.18 0.8912
2014-07-28 2014-06-30 13F General Electric COM 369604103 129,766 636 0.49 3,411 2.03 0.8937
2014-05-01 2014-03-31 13F General Electric COM 369604103 129,130 -1,768 -1.35 3,343 -8.89 0.9389
2014-02-03 2013-12-31 13F General Electric COM 369604103 130,898 4,845 3.84 3,669 21.85 1.0965
2013-10-29 2013-09-30 13F General Electric COM 369604103 126,053 150 0.12 3,011 3.12 1.0185
2013-07-30 2013-06-30 13F General Electric COM 369604103 125,903 125,903 2,920 1.0649
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.