The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership767 shares
Latest Disclosed Value $ 159,452
Creative Financial Designs Inc /adv reports 0.66% increase in ownership of HSY / The Hershey Company

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 767 shares of The Hershey Company (MX:HSY) valued at $159,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 762 shares of The Hershey Company. This represents a change in shares of 0.66% 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)
2026-04-13 2026-03-31 13F HERSHEY CO COM Stock 427866108 767 5 0.66 159 15.22 0.0097
2026-02-06 2025-12-31 13F HERSHEY CO COM Stock 427866108 762 0 0.00 139 -2.82 0.0087
2025-11-12 2025-09-30 13F HERSHEY CO COM Stock 427866108 762 -215 -22.01 143 -12.35 0.0096
2025-08-04 2025-06-30 13F HERSHEY CO COM Stock 427866108 977 15 1.56 162 -1.22 0.0117
2025-04-23 2025-03-31 13F HERSHEY CO COM Stock 427866108 962 200 26.25 165 27.13 0.0131
2025-02-10 2024-12-31 13F HERSHEY CO COM Stock 427866108 762 -207 -21.36 129 -30.27 0.0105
2024-10-28 2024-09-30 13F HERSHEY CO COM Stock 427866108 969 -325 -25.12 186 -21.94 0.0157
2024-08-06 2024-06-30 13F HERSHEY CO COM Stock 427866108 1,294 331 34.37 238 26.74 0.0212
2024-05-01 2024-03-31 13F HERSHEY CO COM Stock 427866108 963 762 379.10 187 405.41 0.0177
2024-01-10 2023-12-31 13F HERSHEY CO COM Stock 427866108 201 -634 -75.93 37 -77.71 0.0038
2023-11-14 2023-09-30 13F HERSHEY CO COM Stock 427866108 835 -234 -21.89 167 -37.59 0.0195
2023-07-26 2023-06-30 13F HERSHEY CO COM Stock 427866108 1,069 -77 -6.72 267 -8.59 0.0314
2023-04-25 2023-03-31 13F HERSHEY CO COM Stock 427866108 1,146 153 15.41 292 27.07 0.0382
2023-02-01 2022-12-31 13F HERSHEY CO COM Stock 427866108 993 113 12.84 230 18.04 0.0340
2022-11-01 2022-09-30 13F HERSHEY CO COM Stock 427866108 880 303 52.51 194 56.45 0.0317
2022-08-01 2022-06-30 13F HERSHEY CO COM Stock 427866108 577 301 109.06 124 106.67 0.0204
2022-04-15 2022-03-31 13F HERSHEY CO COM Stock 427866108 276 101 57.71 60 76.47 0.0091
2022-01-26 2021-12-31 13F HERSHEY CO COM Stock 427866108 175 -117 -40.07 34 -30.61 0.0051
2021-10-08 2021-09-30 13F HERSHEY CO COM Stock 427866108 292 -11,287 -97.48 49 -68.59 0.0081
2021-07-27 2021-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 11,579 -679 -5.54 156 -3.11 0.0271
2021-07-27 2021-06-30 13F HERSHEY CO COM Stock 427866108 111 95 19 0.0033
2021-04-19 2021-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 12,258 1,193 10.78 161 35.29 0.0315
2021-04-19 2021-03-31 13F HERSHEY CO COM Stock 427866108 16 0 3 0.0006
2021-01-08 2020-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 11,065 1,105 11.09 119 91.94 0.0254
2021-01-08 2020-12-31 13F HERSHEY CO COM Stock 427866108 16 0 2 0.0004
2020-10-06 2020-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 9,960 -424 -4.08 62 -12.68 0.0153
2020-10-06 2020-09-30 13F HERSHEY CO COM Stock 427866108 16 0 2 0.0005
2020-07-23 2020-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 10,384 7,270 233.46 71 184.00 0.0215
2020-07-23 2020-06-30 13F HERSHEY CO COM Stock 427866108 16 16 2 0.0006
2020-04-22 2020-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 3,114 0 0.00 25 -32.43 0.0129
2020-01-17 2019-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 3,114 -207 -6.23 37 32.14 0.0165
2019-10-23 2019-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 3,321 -6 -0.18 28 -17.65 0.0151
2019-08-07 2019-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 3,327 -41 -1.22 34 0.00 0.0184
2019-04-23 2019-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 3,368 -38 -1.12 34 30.77 0.0204
2019-04-23 2019-03-31 13F HERSHEY CO COM Stock 427866108 719 -194 83 0.0497
2019-01-24 2018-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 3,406 -1,607 -32.06 26 -54.39 0.0189
2019-01-24 2018-12-31 13F HERSHEY CO COM Stock 427866108 913 6 98 0.0711
2018-11-02 2018-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 5,013 -3,896 -43.73 57 -52.89 0.0328
2018-11-02 2018-09-30 13F HERSHEY CO COM Stock 427866108 907 6 93 0.0535
2018-07-13 2018-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 8,909 904 11.29 121 12.04 0.0711
2018-07-13 2018-06-30 13F HERSHEY CO COM Stock 427866108 901 6 84 0.0493
2018-05-02 2018-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 8,005 2,054 34.52 108 5.88 0.0692
2018-05-02 2018-03-31 13F HERSHEY CO COM Stock 427866108 895 -194 89 0.0570
2018-05-02 2017-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 5,951 1,661 38.72 102 2.00 0.0692
2018-05-02 2017-12-31 13F HERSHEY CO COM Stock 427866108 1,089 155 124 0.0842
2018-05-02 2017-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 4,290 -540 -11.18 100 -21.26 0.0574
2018-05-02 2017-09-30 13F HERSHEY CO COM Stock 427866108 934 5 102 0.0585
2018-05-02 2017-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 4,830 0 0.00 127 -9.29 0.0813
2018-05-02 2017-06-30 13F HERSHEY CO COM Stock 427866108 929 -270 100 0.0640
2018-05-02 2017-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 4,830 476 10.93 140 2.94 0.1006
2018-05-02 2017-03-31 13F HERSHEY CO COM Stock 427866108 1,199 5 131 0.0941
2018-03-14 2016-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 4,354 4,354 136 0.1110
2018-03-14 2016-12-31 13F HERSHEY CO COM Stock 427866108 1,194 1,194 123 0.1004
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.