The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionEquitable Trust Co
Latest Disclosed Ownership1,335 shares
Latest Disclosed Value $ 277,533
Equitable Trust Co reports 2.69% increase in ownership of HSY / The Hershey Company

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 1,335 shares of The Hershey Company (MX:HSY) valued at $277,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,300 shares of The Hershey Company. This represents a change in shares of 2.69% 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)
2026-04-30 2026-03-31 13F Hershey Com 427866108 1,335 35 2.69 278 17.37 0.0076
2026-02-02 2025-12-31 13F Hershey Com 427866108 1,300 0 0.00 237 -2.88 0.0106
2025-11-10 2025-09-30 13F Hershey Com 427866108 1,300 0 0.00 243 13.02 0.0112
2025-07-23 2025-06-30 13F Hershey Com 427866108 1,300 0 0.00 216 -3.15 0.0107
2025-04-25 2025-03-31 13F Hershey Com 427866108 1,300 -35 -2.62 222 -1.77 0.0123
2025-01-28 2024-12-31 13F Hershey Com 427866108 1,335 -148 -9.98 226 -20.42 0.0126
2024-10-29 2024-09-30 13F Hershey Com 427866108 1,483 0 0.00 284 4.41 0.0182
2024-07-31 2024-06-30 13F Hershey Com 427866108 1,483 183 14.08 273 7.94 0.0188
2024-04-24 2024-03-31 13F Hershey Com 427866108 1,300 0 0.00 253 4.13 0.0175
2024-01-25 2023-12-31 13F Hershey Com 427866108 1,300 -156 -10.71 242 -16.84 0.0182
2023-11-06 2023-09-30 13F Hershey Com 427866108 1,456 156 12.00 291 -10.19 0.0241
2023-08-08 2023-06-30 13F Hershey Com 427866108 1,300 0 0.00 325 -1.82 0.0248
2023-05-02 2023-03-31 13F Hershey Com 427866108 1,300 0 0.00 331 9.63 0.0260
2023-02-17 2022-12-31 13F Hershey Com 427866108 1,300 0 0.00 301 4.88 0.0237
2022-10-31 2022-09-30 13F Hershey Com 427866108 1,300 0 0.00 287 2.50 0.0239
2022-07-15 2022-06-30 13F Hershey Com 427866108 1,300 0 0.00 280 -0.71 0.0209
2022-05-06 2022-03-31 13F Hershey Com 427866108 1,300 0 0.00 282 11.90 0.0181
2022-01-31 2021-12-31 13F Hershey Com 427866108 1,300 0 0.00 252 14.55 0.0156
2021-10-26 2021-09-30 13F Hershey Foods Com 427866108 1,300 0 0.00 220 -2.65 0.0140
2021-08-03 2021-06-30 13F Hershey Foods Com 427866108 1,300 0 0.00 226 9.71 0.0145
2021-05-14 2021-03-31 13F Hershey Foods Com 427866108 1,300 -31,349 -96.02 206 -41.48 0.0153
2021-05-14 2021-03-31 13F General Electric Com 369604103 26,730 -5,919 351 0.0261
2021-02-12 2020-12-31 13F General Electric Com 369604103 32,649 868 2.73 352 77.78 0.0261
2020-11-13 2020-09-30 13F General Electric Com 369604103 31,781 2,731 9.40 198 0.00 0.0169
2020-08-18 2020-06-30 13F General Electric Com 369604103 29,050 -2,236 -7.15 198 -20.48 0.0182
2020-05-21 2020-03-31 13F General Electric Com 369604103 31,286 1,590 5.35 249 -24.77 0.0274
2020-02-18 2019-12-31 13F General Electric Com 369604103 29,696 28,396 2,184.31 331 64.68 0.0323
2019-11-19 2019-09-30 13F Hershey Foods Com 427866108 1,300 -31,607 -96.05 201 -41.91 0.0212
2019-11-19 2019-09-30 13F General Electric Com 369604103 31,296 -1,611 280 0.0295
2019-08-16 2019-06-30 13F General Electric Com 369604103 32,907 -3,300 -9.11 346 -4.42 0.0367
2019-05-15 2019-03-31 13F General Electric Com 369604103 36,207 -6,344 -14.91 362 12.42 0.0418
2019-02-22 2018-12-31 13F General Electric Com 369604103 42,551 -19,979 -31.95 322 -54.39 0.0426
2018-11-15 2018-09-30 13F General Electric Com 369604103 62,530 -6,130 -8.93 706 -24.41 0.0823
2018-08-14 2018-06-30 13F General Electric Com 369604103 68,660 68,660 934 0.1183
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.