The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionPhysicians Financial Services, Inc.
Latest Disclosed Ownership10,108 shares
Latest Disclosed Value $ 2,101
Physicians Financial Services, Inc. reports 2.02% increase in ownership of HSY / The Hershey Company

On April 15, 2026 - Physicians Financial Services, Inc. filed a 13F-HR form disclosing ownership of 10,108 shares of The Hershey Company (MX:HSY) valued at $2,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,908 shares of The Hershey Company. This represents a change in shares of 2.02% 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)
2026-04-15 2026-03-31 13F Hershey COM 427866108 10,108 200 2.02 2 100.00 0.5752
2026-01-21 2025-12-31 13F Hershey COM 427866108 9,908 -676 -6.39 2 0.00 0.4837
2025-10-21 2025-09-30 13F Hershey COM 427866108 10,584 0 0.00 2 0.00 0.5405
2025-08-14 2025-06-30 13F Hershey COM 427866108 10,584 225 2.17 2 0.00 0.5230
2025-05-07 2025-03-31 13F/A-1 Hershey COM 427866108 10,359 -309 -2.90 2 0.00 0.5635
2025-05-07 2025-03-31 13F Hershey COM 427866108 10,359 -309 2 0.5635
2025-02-03 2024-12-31 13F Hershey COM 427866108 10,668 202 1.93 2 -50.00 0.5486
2024-10-31 2024-09-30 13F Hershey COM 427866108 10,466 -110 -1.04 2 100.00 0.6241
2024-08-14 2024-06-30 13F Hershey COM 427866108 10,576 304 2.96 2 0.00 0.6322
2024-05-10 2024-03-31 13F Hershey COM 427866108 10,272 -125 -1.20 2 0.00 0.7035
2024-01-26 2023-12-31 13F Hershey COM 427866108 10,397 74 0.72 2 -50.00 0.7345
2023-10-31 2023-09-30 13F Hershey COM 427866108 10,323 276 2.75 2 0.00 0.8449
2023-07-26 2023-06-30 13F Hershey COM 427866108 10,047 0 0.00 3 0.00 0.9851
2023-05-17 2023-03-31 13F Hershey COM 427866108 10,047 25 0.25 3 0.00 1.0808
2023-02-09 2022-12-31 13F Hershey COM 427866108 10,022 0 0.00 2 -99.91 1.0451
2022-10-19 2022-09-30 13F Hershey COM 427866108 10,022 109 1.10 2,210 3.61 1.0681
2022-08-17 2022-06-30 13F Hershey COM 427866108 9,913 16 0.16 2,133 -0.51 0.9491
2022-04-22 2022-03-31 13F Hershey COM 427866108 9,897 0 0.00 2,144 11.96 0.8185
2022-02-02 2021-12-31 13F Hershey COM 427866108 9,897 -125 -1.25 1,915 12.91 0.7082
2021-10-27 2021-09-30 13F Hershey COM 427866108 10,022 -288 -2.79 1,696 -5.57 0.6870
2021-07-27 2021-06-30 13F Hershey COM 427866108 10,310 -66 -0.64 1,796 9.45 0.7366
2021-05-21 2021-03-31 13F Hershey COM 427866108 10,376 741 7.69 1,641 11.78 0.7031
2021-05-21 2021-03-31 13F General Electric COM 369604103 10,583 11 139 0.0596
2021-02-03 2020-12-31 13F Hershey COM 427866108 9,635 -615 -6.00 1,468 -0.07 0.7086
2021-02-03 2020-12-31 13F General Electric COM 369604103 10,572 295 114 0.0550
2020-11-10 2020-09-30 13F Hershey COM 427866108 10,250 -10 -0.10 1,469 10.45 0.7333
2020-11-10 2020-09-30 13F General Electric COM 369604103 10,277 20 64 0.0319
2020-07-28 2020-06-30 13F Hershey COM 427866108 10,260 0 0.00 1,330 -2.21 0.7350
2020-07-28 2020-06-30 13F General Electric COM 369604103 10,257 -244 70 0.0387
2020-04-27 2020-03-31 13F Hershey COM 427866108 10,260 -350 -3.30 1,360 -12.82 0.9347
2020-04-27 2020-03-31 13F General Electric COM 369604103 10,501 -99 83 0.0570
2020-02-12 2019-12-31 13F Hershey COM 427866108 10,610 -50 -0.47 1,560 -5.57 0.8439
2020-02-12 2019-12-31 13F General Electric COM 369604103 10,600 100 118 0.0638
2019-11-14 2019-09-30 13F Hershey COM 427866108 10,660 -200 -1.84 1,652 13.46 0.9447
2019-11-14 2019-09-30 13F General Electric COM 369604103 10,500 1 94 0.0538
2019-08-12 2019-06-30 13F Hershey COM 427866108 10,860 -150 -1.36 1,456 15.19 0.8567
2019-08-12 2019-06-30 13F General Electric COM 369604103 10,499 -4,000 110 0.0647
2019-04-12 2019-03-31 13F Hershey COM 427866108 11,010 478 4.54 1,264 11.96 0.7856
2019-04-12 2019-03-31 13F General Electric COM 369604103 14,499 467 145 0.0901
2019-01-22 2018-12-31 13F Hershey COM 427866108 10,532 99 0.95 1,129 6.01 0.8206
2019-01-22 2018-12-31 13F General Electric COM 369604103 14,032 14,032 106 0.0770
2018-11-14 2018-09-30 13F Hershey COM 427866108 10,433 1 0.01 1,065 9.68 0.7320
2018-08-21 2018-06-30 13F Hershey COM 427866108 10,432 300 2.96 971 -2.41 0.7272
2018-04-17 2018-03-31 13F Hershey COM 427866108 10,132 2,200 27.74 995 10.56 0.7899
2018-02-12 2017-12-31 13F Hershey COM 427866108 7,932 0 0.00 900 3.93 0.6867
2018-02-12 2017-12-31 13F General Electric COM 369604103 18,200 -49,374 318 0.2426
2017-11-01 2017-09-30 13F Hershey COM 427866108 7,932 -50 -0.63 866 1.05 0.7081
2017-11-01 2017-09-30 13F General Electric COM 369604103 67,574 -4,340 1,634 1.3362
2017-07-31 2017-06-30 13F Hershey COM 427866108 7,982 0 0.00 857 -1.72 0.7257
2017-07-31 2017-06-30 13F General Electric COM 369604103 71,914 -541 1,942 1.6446
2017-04-26 2017-03-31 13F Hershey COM 427866108 7,982 4 0.05 872 1.04 0.7522
2017-04-26 2017-03-31 13F General Electric COM 369604103 72,455 -1,382 2,159 1.8623
2017-01-17 2016-12-31 13F Hershey COM 427866108 7,978 -1 -0.01 863 13.25 0.7083
2017-01-17 2016-12-31 13F General Electric COM 369604103 73,837 713 2,310 1.8960
2016-11-01 2016-09-30 13F Hershey COM 427866108 7,979 401 5.29 762 -11.40 0.6353
2016-11-01 2016-09-30 13F General Electric COM 369604103 73,124 2,467 2,165 1.8052
2016-07-14 2016-06-30 13F Hershey COM 427866108 7,578 1 0.01 860 23.21 0.7526
2016-07-14 2016-06-30 13F General Electric COM 369604103 70,657 -953 2,224 1.9462
2016-04-26 2016-03-31 13F Hershey COM 427866108 7,577 2 0.03 698 3.25 0.6315
2016-04-26 2016-03-31 13F General Electric COM 369604103 71,610 577 2,276 2.0592
2016-02-09 2015-12-31 13F Hershey COM 427866108 7,575 7,575 676 0.6244
2016-02-09 2015-12-31 13F General Electric COM 369604103 71,033 71,033 2,213 2.0442
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.