The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership2,648 shares
Latest Disclosed Value $ 550,528
Advisory Alpha, LLC reports 0.49% increase in ownership of HSY / The Hershey Company

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 2,648 shares of The Hershey Company (MX:HSY) valued at $550,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,635 shares of The Hershey Company. This represents a change in shares of 0.49% 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)
2026-05-14 2026-03-31 13F HERSHEY COM 427866108 2,648 13 0.49 551 14.82 0.0150
2026-02-06 2025-12-31 13F HERSHEY COM 427866108 2,635 -59 -2.19 480 -5.89 0.0131
2025-11-12 2025-09-30 13F HERSHEY COM 427866108 2,694 -40 -1.46 509 12.36 0.0142
2025-08-01 2025-06-30 13F HERSHEY COM 427866108 2,734 -237 -7.98 454 -10.83 0.0141
2025-05-19 2025-03-31 13F/A-1 HERSHEY COM 427866108 2,971 -17 -0.57 508 0.40 0.0173
2025-01-17 2024-12-31 13F HERSHEY COM 427866108 2,988 94 3.25 506 -8.83 0.0180
2024-11-12 2024-09-30 13F HERSHEY COM 427866108 2,894 1,340 86.23 555 94.74 0.0197
2024-08-21 2024-06-30 13F HERSHEY COM 427866108 1,554 34 2.24 286 -3.39 0.0113
2024-05-06 2024-03-31 13F HERSHEY COM 427866108 1,520 -9,588 -86.32 296 96.67 0.0121
2021-08-13 2021-06-30 13F GENERAL ELECTRIC COM 369604103 11,108 11,108 150 0.0123
2021-02-16 2020-12-31 13F HERSHEY COM 427866108 0 -50 -100.00 0 -100.00
2021-02-16 2020-12-31 13F GENERAL ELECTRIC COM 369604103 0 -23,579 0
2020-11-16 2020-09-30 13F/A-1 HERSHEY COM 427866108 50 50 7 0.0015
2020-11-16 2020-09-30 13F/A-1 GENERAL ELECTRIC COM 369604103 23,579 23,579 149 0.0320
2020-11-06 2020-09-30 13F GENERAL ELECTRIC COM 369604103 23,579 23,579 120 0.0048
2020-08-14 2020-06-30 13F HERSHEY COM 427866108 0 -50 -100.00 0 -100.00
2020-04-29 2020-03-31 13F HERSHEY COM 427866108 50 0 0.00 7 -14.29 0.0019
2020-02-14 2019-12-31 13F HERSHEY COM 427866108 50 -3 -5.66 7 -12.50 0.0018
2019-11-13 2019-09-30 13F HERSHEY COM 427866108 53 53 8 0.0025
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.