The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership2,475 shares
Latest Disclosed Value $ 514,501
Intellectus Partners, LLC reports 2.14% decrease in ownership of HSY / The Hershey Company

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 2,475 shares of The Hershey Company (MX:HSY) valued at $514,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,529 shares of The Hershey Company. This represents a change in shares of -2.14% 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)
2026-04-10 2026-03-31 13F HERSHEY COM 427866108 2,475 -54 -2.14 515 11.74 0.1050
2026-02-10 2025-12-31 13F HERSHEY COM 427866108 2,529 -3,333 -56.86 460 -58.03 0.0889
2025-11-12 2025-09-30 13F HERSHEY COM 427866108 5,862 3,399 138.00 1,096 168.63 0.2124
2025-08-05 2025-06-30 13F HERSHEY COM 427866108 2,463 -4,072 -62.31 409 -63.47 0.0882
2025-04-11 2025-03-31 13F HERSHEY COM 427866108 6,535 266 4.24 1,118 5.28 0.2757
2025-02-07 2024-12-31 13F HERSHEY COM 427866108 6,269 394 6.71 1,062 -5.77 0.2350
2024-11-06 2024-09-30 13F HERSHEY COM 427866108 5,875 590 11.16 1,127 15.96 0.2880
2024-07-18 2024-06-30 13F HERSHEY COM 427866108 5,285 532 11.19 972 5.09 0.2652
2024-05-03 2024-03-31 13F HERSHEY COM 427866108 4,753 900 23.36 924 28.69 0.2431
2024-02-05 2023-12-31 13F HERSHEY COM 427866108 3,853 3,853 718 0.2073
2022-02-14 2021-12-31 13F Hershey Equity 427866108 0 -4,416 -100.00 0 -100.00
2021-11-16 2021-09-30 13F Hershey Equity 427866108 4,416 5 0.11 747 -2.73 0.1808
2021-08-13 2021-06-30 13F Hershey Equity 427866108 4,411 110 2.56 768 12.94 0.1732
2021-08-13 2021-06-30 13F General Electric Equity 369604103 67,036 -1,395 903 0.2036
2021-05-17 2021-03-31 13F Hershey Equity 427866108 4,301 236 5.81 680 9.85 0.1868
2021-05-17 2021-03-31 13F General Electric Equity 369604103 68,431 5,155 899 0.2469
2021-02-18 2020-12-31 13F/A-1 Hershey Common Stock 427866108 4,065 -59,503 -93.61 619 55.92 0.1852
2021-02-18 2020-12-31 13F/A-1 General Electric Common Stock 369604103 63,276 -292 685 0.2050
2021-02-12 2020-12-31 13F Hershey Common Stock 427866108 20 20 619 184,047.0732
2021-02-12 2020-12-31 13F General Electric Common Stock 369604103 9 -63,559 685 204,171.0506
2020-11-16 2020-09-30 13F General Electric Common Stock 369604103 63,568 -11,493 -15.31 397 -22.61 0.1500
2020-08-14 2020-06-30 13F General Electric Equity 369604103 75,061 2,432 3.35 513 -11.09 0.1988
2020-05-14 2020-03-31 13F General Electric Equity 369604103 72,629 16,588 29.60 577 -7.83 0.2749
2020-01-24 2019-12-31 13F General Electric Common Stock 369604103 56,041 15,598 38.57 626 72.93 0.2547
2019-10-10 2019-09-30 13F General Electric Equity 369604103 40,443 2,379 6.25 362 -9.50 0.1591
2019-08-08 2019-06-30 13F General Electric Common Stock 369604103 38,064 33,785 789.55 400 -18.53 0.1731
2019-08-08 2019-06-30 13F Hershey Common Stock 427866108 2,887 -1,392 387 0.1675
2019-05-15 2019-03-31 13F Hershey Equity 427866108 4,279 -70 -1.61 491 5.36 0.2112
2019-05-15 2019-03-31 13F General Electric Equity 369604103 39,282 5,986 393 0.1690
2019-02-14 2018-12-31 13F Hershey COM 427866108 4,349 -32,687 -88.26 466 10.17 0.3196
2019-02-14 2018-12-31 13F General Electric COM 369604103 33,296 -3,740 252 0.1728
2018-11-15 2018-09-30 13F General Electric Equity 369604103 37,036 -7,167 -16.21 423 -30.31 0.1478
2018-11-15 2018-09-30 13F Hershey Equity 427866108 4,602 -247 469 0.1638
2018-08-14 2018-06-30 13F General Electric Equity 369604103 44,203 40,269 1,023.61 607 56.04 0.2214
2018-08-14 2018-06-30 13F Hershey Equity 427866108 4,849 915 451 0.1645
2018-05-15 2018-03-31 13F Hershey Equity 427866108 3,934 -43,833 -91.76 389 -53.69 0.1336
2018-05-15 2018-03-31 13F General Electric Equity 369604103 48,735 968 662 0.2274
2018-02-13 2017-12-31 13F General Electric Equity 369604103 47,767 46,430 3,472.70 840 475.34 0.3135
2018-02-13 2017-12-31 13F Hershey Equity 427866108 6,203 4,866 704 0.2627
2017-11-14 2017-09-30 13F Hershey Equity 427866108 1,337 1,287 2,574.00 146 2,820.00 0.0605
2017-11-14 2017-09-30 13F General Electric Equity 369604103 39,812 1,014 972 0.4028
2017-08-15 2017-06-30 13F Hershey Equity 427866108 50 -33,955 -99.85 5 -99.51 0.0023
2017-08-15 2017-06-30 13F General Electric Equity 369604103 38,798 4,793 1,057 0.4760
2017-05-08 2017-03-31 13F General Electric Equity 369604103 34,005 398 1.18 1,014 -5.23 0.5153
2017-02-14 2016-12-31 13F General Electric Equity 369604103 33,607 33,607 1,070 0.5565
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.