The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership120 shares
Latest Disclosed Value $ 24,947
Crewe Advisors LLC ownership in HSY / The Hershey Company

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 120 shares of The Hershey Company (MX:HSY) valued at $24,947 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 120 shares of The Hershey Company. This represents a change in shares of 0.00% 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)
2026-05-07 2026-03-31 13F HERSHEY COM 427866108 120 0 0.00 25 14.29 0.0021
2026-01-16 2025-12-31 13F HERSHEY COM 427866108 120 0 0.00 22 -4.55 0.0019
2025-11-13 2025-09-30 13F HERSHEY COM 427866108 120 0 0.00 22 15.79 0.0021
2025-07-30 2025-06-30 13F HERSHEY COM 427866108 120 0 0.00 20 -5.00 0.0028
2025-04-23 2025-03-31 13F HERSHEY COM 427866108 120 0 0.00 21 0.00 0.0029
2025-01-27 2024-12-31 13F HERSHEY COM 427866108 120 -60 -33.33 20 -41.18 0.0028
2024-11-12 2024-09-30 13F HERSHEY COM 427866108 180 0 0.00 35 3.03 0.0040
2024-07-29 2024-06-30 13F HERSHEY COM 427866108 180 0 0.00 33 -5.71 0.0037
2024-05-14 2024-03-31 13F HERSHEY COM 427866108 180 180 35 0.0041
2024-02-09 2023-12-31 13F HERSHEY COM 427866108 0 -180 -100.00 0 -100.00
2023-11-09 2023-09-30 13F HERSHEY COM 427866108 180 -3 -1.64 36 -20.00 0.0062
2023-07-28 2023-06-30 13F HERSHEY COM 427866108 183 3 1.67 46 0.00 0.0064
2023-05-12 2023-03-31 13F HERSHEY COM 427866108 180 0 0.00 46 9.76 0.0067
2023-02-08 2022-12-31 13F HERSHEY COM 427866108 180 0 0.00 42 2.50 0.0066
2022-11-14 2022-09-30 13F HERSHEY COM 427866108 180 0 0.00 40 2.56 0.0072
2022-08-02 2022-06-30 13F HERSHEY COM 427866108 180 0 0.00 39 0.00 0.0086
2022-04-27 2022-03-31 13F HERSHEY COM 427866108 180 60 50.00 39 69.57 0.0076
2022-02-10 2021-12-31 13F HERSHEY COM 427866108 120 0 0.00 23 15.00 0.0047
2021-10-29 2021-09-30 13F HERSHEY COM 427866108 120 0 0.00 20 -4.76 0.0047
2021-08-11 2021-06-30 13F HERSHEY COM 427866108 120 0 0.00 21 10.53 0.0052
2021-08-11 2021-06-30 13F GENERAL ELECTRIC COM 369604103 21,059 0 283 0.0702
2021-04-21 2021-03-31 13F HERSHEY COM 427866108 120 0 0.00 19 5.56 0.0047
2021-04-21 2021-03-31 13F GENERAL ELECTRIC COM 369604103 21,059 0 277 0.0687
2021-01-27 2020-12-31 13F HERSHEY COM 427866108 120 -6 -4.76 18 0.00 0.0072
2021-01-27 2020-12-31 13F GENERAL ELECTRIC COM 369604103 21,059 -36 227 0.0909
2020-10-13 2020-09-30 13F HERSHEY COM 427866108 126 -25,701 -99.51 18 -89.77 0.0084
2020-10-13 2020-09-30 13F GENERAL ELECTRIC COM 369604103 21,095 -4,732 131 0.0614
2020-07-24 2020-06-30 13F GENERAL ELECTRIC COM 369604103 25,827 0 0.00 176 -14.15 0.0860
2020-05-07 2020-03-31 13F GENERAL ELECTRIC COM 369604103 25,827 -389 -1.48 205 -30.03 0.1223
2020-02-05 2019-12-31 13F GENERAL ELECTRIC COM 369604103 26,216 389 1.51 293 26.84 0.1282
2019-11-05 2019-09-30 13F GENERAL ELECTRIC COM 369604103 25,827 0 0.00 231 -14.76 0.1062
2019-08-09 2019-06-30 13F GENERAL ELECTRIC COM 369604103 25,827 1 0.00 271 5.04 0.0881
2019-05-10 2019-03-31 13F GENERAL ELECTRIC COM 369604103 25,826 -3,600 -12.23 258 15.70 0.0812
2019-02-05 2018-12-31 13F GENERAL ELECTRIC COM 369604103 29,426 4 0.01 223 -32.83 0.0707
2018-11-13 2018-09-30 13F GENERAL ELECTRIC COM 369604103 29,422 383 1.32 332 -15.95 0.2809
2018-08-07 2018-06-30 13F GENERAL ELECTRIC COM 369604103 29,039 0 0.00 395 1.02 0.3667
2018-05-07 2018-03-31 13F GENERAL ELECTRIC COM 369604103 29,039 0 0.00 391 -22.88 0.3834
2018-02-09 2017-12-31 13F GENERAL ELECTRIC COM 369604103 29,039 29,039 507 0.4965
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.