The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionFinancial Consulate, Inc
Latest Disclosed Ownership907 shares
Latest Disclosed Value $ 188,478
Financial Consulate, Inc reports 0.33% increase in ownership of HSY / The Hershey Company

On April 21, 2026 - Financial Consulate, Inc filed a 13F-HR form disclosing ownership of 907 shares of The Hershey Company (MX:HSY) valued at $188,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 904 shares of The Hershey Company. This represents a change in shares of 0.33% 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)
2026-04-21 2026-03-31 13F HERSHEY COM 427866108 907 3 0.33 188 14.63 0.0235
2026-01-22 2025-12-31 13F HERSHEY COM 427866108 904 2 0.22 165 -2.38 0.0225
2025-10-21 2025-09-30 13F HERSHEY COM 427866108 902 902 169 0.0238
2023-07-21 2023-06-30 13F HERSHEY COM 427866108 0 -1,143 -100.00 0 -100.00
2023-04-17 2023-03-31 13F HERSHEY COM 427866108 1,143 -403 -26.07 291 -18.99 0.1014
2023-01-11 2022-12-31 13F HERSHEY COM 427866108 1,546 1 0.06 358 4.99 0.1250
2022-10-20 2022-09-30 13F HERSHEY COM 427866108 1,545 1 0.06 341 2.71 0.1438
2022-07-19 2022-06-30 13F HERSHEY COM 427866108 1,544 2 0.13 332 -0.60 0.1556
2022-04-28 2022-03-31 13F HERSHEY COM 427866108 1,542 3 0.19 334 12.08 0.1283
2022-02-07 2021-12-31 13F HERSHEY COM 427866108 1,539 3 0.20 298 14.62 0.1033
2021-10-19 2021-09-30 13F HERSHEY COM 427866108 1,536 3 0.20 260 -2.62 0.0942
2021-07-22 2021-06-30 13F HERSHEY COM 427866108 1,533 -10,277 -87.02 267 72.26 0.0962
2021-04-19 2021-03-31 13F GENERAL ELECTRIC COM 369604103 11,810 791 7.18 155 30.25 0.0629
2021-04-19 2021-03-31 13F HERSHEY COM 427866108 1,529 3 242 0.0982
2021-01-29 2020-12-31 13F GENERAL ELECTRIC COM 369604103 11,019 -6,683 -37.75 119 8.18 0.0513
2021-01-29 2020-12-31 13F HERSHEY COM 427866108 1,526 4 232 0.1001
2020-10-20 2020-09-30 13F GENERAL ELECTRIC COM 369604103 17,702 -56 -0.32 110 -9.09 0.0522
2020-10-20 2020-09-30 13F HERSHEY COM 427866108 1,522 1,522 218 0.1035
2020-07-22 2020-06-30 13F GENERAL ELECTRIC COM 369604103 17,758 -5 -0.03 121 -14.18 0.0615
2020-04-29 2020-03-31 13F GENERAL ELECTRIC COM 369604103 17,763 16,352 1,158.89 141 -31.88 0.0837
2020-01-22 2019-12-31 13F HERSHEY COM 427866108 1,411 -15,978 -91.89 207 33.55 0.0914
2020-01-22 2019-12-31 13F GENERAL ELECTRIC COM 369604103 19,133 1,744 214 0.0945
2019-10-16 2019-09-30 13F GENERAL ELECTRIC COM 369604103 17,389 -889 -4.86 155 -19.27 0.0675
2019-10-16 2019-09-30 13F HERSHEY COM 427866108 1,407 1,407 218 0.0949
2019-07-24 2019-06-30 13F GENERAL ELECTRIC COM 369604103 18,278 -2,055 -10.11 192 -5.42 0.0864
2019-05-01 2019-03-31 13F GENERAL ELECTRIC COM 369604103 20,333 -106 -0.52 203 30.97 0.0928
2019-01-25 2018-12-31 13F GENERAL ELECTRIC COM 369604103 20,439 -1,474 -6.73 155 -37.25 0.0930
2018-10-29 2018-09-30 13F GENERAL ELECTRIC COM 369604103 21,913 -399 -1.79 247 -18.75 0.1405
2018-07-27 2018-06-30 13F GENERAL ELECTRIC COM 369604103 22,312 -2,594 -10.42 304 -9.52 0.1539
2018-04-16 2018-03-31 13F GENERAL ELECTRIC COM 369604103 24,906 -133,547 -84.28 336 -87.85 0.1779
2018-01-29 2017-12-31 13F GENERAL ELECTRIC COM 369604103 158,453 136,980 637.92 2,765 432.76 1.4130
2017-10-19 2017-09-30 13F GENERAL ELECTRIC COM 369604103 21,473 940 4.58 519 -6.49 0.2825
2017-07-31 2017-06-30 13F GENERAL ELECTRIC COM 369604103 20,533 7,427 56.67 555 41.94 0.3264
2017-04-28 2017-03-31 13F GENERAL ELECTRIC COM 369604103 13,106 -96 -0.73 391 -6.24 0.2493
2017-01-30 2016-12-31 13F GENERAL ELECTRIC COM 369604103 13,202 548 4.33 417 11.20 0.3028
2016-10-27 2016-09-30 13F GENERAL ELECTRIC COM 369604103 12,654 3 0.02 375 -5.78 0.3339
2016-07-22 2016-06-30 13F GENERAL ELECTRIC COM 369604103 12,651 -269 -2.08 398 -3.16 0.3046
2016-04-13 2016-03-31 13F GENERAL ELECTRIC COM 369604103 12,920 -2,986 -18.77 411 -16.97 0.2824
2016-01-19 2015-12-31 13F GENERAL ELECTRIC COM 369604103 15,906 3 0.02 495 23.44 0.3520
2015-11-03 2015-09-30 13F GENERAL ELECTRIC COM 369604103 15,903 2,502 18.67 401 12.64 0.3489
2015-07-22 2015-06-30 13F GENERAL ELECTRIC COM 369604103 13,401 -525 -3.77 356 2.89 0.2628
2015-04-28 2015-03-31 13F GENERAL ELECTRIC COM 369604103 13,926 13,926 346 0.2919
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.