Pinnacle Associates Ltd reports 1.95% increase in ownership of HSY / The Hershey Company

The Hershey Company

MX ˙ BMV ˙ US4278661081

Security	MX:HSY / The Hershey Company
Institution	Pinnacle Associates Ltd
Latest Disclosed Ownership	1,988 shares
Latest Disclosed Value	$ 413,379

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 1,988 shares of The Hershey Company (MX:HSY) valued at $413,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,950 shares of The Hershey Company. This represents a change in shares of 1.95% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-21	2026-03-31	13F	HERSHEY	COM	427866108	1,988	38	1.95	413	16.67	0.0053
2026-02-05	2025-12-31	13F	HERSHEY	COM	427866108	1,950	27	1.40	355	-1.39	0.0046
2025-11-13	2025-09-30	13F	HERSHEY	COM	427866108	1,923	-7	-0.36	360	12.19	0.0048
2025-08-04	2025-06-30	13F	HERSHEY	COM	427866108	1,930	21	1.10	320	-1.84	0.0046
2025-05-06	2025-03-31	13F	HERSHEY	COM	427866108	1,909	-78	-3.93	327	-2.98	0.0048
2025-02-14	2024-12-31	13F	HERSHEY	COM	427866108	1,987	-311	-13.53	337	-21.50	0.0046
2024-10-25	2024-09-30	13F	HERSHEY	COM	427866108	2,298	547	31.24	428	33.33	0.0073
2024-07-30	2024-06-30	13F	HERSHEY	COM	427866108	1,751	-17	-0.96	322	-6.41	0.0050
2024-04-26	2024-03-31	13F	HERSHEY	COM	427866108	1,768	-530	-23.06	344	-19.86	0.0054
2024-01-19	2023-12-31	13F	HERSHEY	COM	427866108	2,298	-736	-24.26	428	-29.49	0.0072
2023-10-24	2023-09-30	13F	HERSHEY	COM	427866108	3,034	-510	-14.39	607	-31.33	0.0113
2023-07-27	2023-06-30	13F	HERSHEY	COM	427866108	3,544	257	7.82	885	5.74	0.0154
2023-05-05	2023-03-31	13F	HERSHEY	COM	427866108	3,287	250	8.23	836	18.92	0.0171
2023-02-01	2022-12-31	13F/A-1	HERSHEY	COM	427866108	3,037	262	9.44	703	14.87	0.0153
2023-01-25	2022-12-31	13F	HERSHEY	COM	427866108	2,986	211		698		0.0000
2022-11-01	2022-09-30	13F	HERSHEY	COM	427866108	2,775	-344	-11.03	612	-8.79	0.0140
2022-08-02	2022-06-30	13F	HERSHEY	COM	427866108	3,119	100	3.31	671	2.60	0.0146
2022-05-05	2022-03-31	13F	HERSHEY	COM	427866108	3,019	220	7.86	654	20.66	0.0116
2022-02-02	2021-12-31	13F	HERSHEY	COM	427866108	2,799	-3	-0.11	542	14.35	0.0093
2021-10-19	2021-09-30	13F	HERSHEY	COM	427866108	2,802	-125	-4.27	474	-7.06	0.0087
2021-08-02	2021-06-30	13F	HERSHEY	COM	427866108	2,927	-409	-12.26	510	-3.41	0.0092
2021-08-02	2021-06-30	13F	GENERAL ELECTRIC	COM	369604103	276,411	5,965		3,720		0.0673
2021-05-12	2021-03-31	13F	HERSHEY	COM	427866108	3,336	-475	-12.46	528	-9.12	0.0101
2021-05-12	2021-03-31	13F	GENERAL ELECTRIC	COM	369604103	270,446	117,426		3,551		0.0677
2021-01-26	2020-12-31	13F	HERSHEY	COM	427866108	3,811	-220	-5.46	581	0.52	0.0118
2021-01-26	2020-12-31	13F	GENERAL ELECTRIC	COM	369604103	153,020	31,670		1,653		0.0336
2020-10-23	2020-09-30	13F	HERSHEY	COM	427866108	4,031	-180	-4.27	578	5.86	0.0137
2020-10-23	2020-09-30	13F	GENERAL ELECTRIC	COM	369604103	121,350	-12,601		756		0.0180
2020-08-14	2020-06-30	13F	HERSHEY	COM	427866108	4,211	-422	-9.11	546	-11.07	0.0135
2020-08-14	2020-06-30	13F	GENERAL ELECTRIC	COM	369604103	133,951	-23,958		915		0.0226
2020-05-13	2020-03-31	13F	HERSHEY	COM	427866108	4,633	-205	-4.24	614	-13.64	0.0187
2020-05-13	2020-03-31	13F	GENERAL ELECTRIC	COM	369604103	157,909	-12,711		1,254		0.0381
2020-02-03	2019-12-31	13F	HERSHEY	COM	427866108	4,838	155	3.31	711	-2.07	0.0156
2020-02-03	2019-12-31	13F	GENERAL ELECTRIC	COM	369604103	170,620	-28,855		1,904		0.0417
2019-11-08	2019-09-30	13F	HERSHEY	COM	427866108	4,683	153	3.38	726	19.60	0.0171
2019-11-08	2019-09-30	13F	GENERAL ELECTRIC	COM	369604103	199,475	-17,841		1,783		0.0420
2019-08-05	2019-06-30	13F	HERSHEY	COM	427866108	4,530	160	3.66	607	20.92	0.0142
2019-08-05	2019-06-30	13F	GENERAL ELECTRIC	COM	369604103	217,316	-6,475		2,282		0.0534
2019-05-10	2019-03-31	13F	HERSHEY	COM	427866108	4,370	-274	-5.90	502	0.80	0.0113
2019-05-10	2019-03-31	13F	GENERAL ELECTRIC	COM	369604103	223,791	-7,179		2,236		0.0505
2019-02-05	2018-12-31	13F	HERSHEY	COM	427866108	4,644	524	12.72	498	18.57	0.0129
2019-02-05	2018-12-31	13F	GENERAL ELECTRIC	COM	369604103	230,970	-120,559		1,748		0.0451
2018-11-09	2018-09-30	13F	HERSHEY	COM	427866108	4,120	660	19.08	420	30.43	0.0087
2018-11-09	2018-09-30	13F	GENERAL ELECTRIC	COM	369604103	351,529	-57,210		3,969		0.0823
2018-08-08	2018-06-30	13F	HERSHEY	COM	427866108	3,460	-486,861	-99.29	322	-95.13	0.0066
2018-08-08	2018-06-30	13F	GENERAL ELECTRIC	COM	369604103	408,739	-81,582		5,563		0.1145
2018-05-11	2018-03-31	13F	GENERAL ELECTRIC	COM	369604103	490,321	-160,639	-24.68	6,610	-41.81	0.1295
2018-02-12	2017-12-31	13F	GENERAL ELECTRIC	COM	369604103	650,960	647,984	21,773.66	11,359	3,395.08	0.2182
2017-11-13	2017-09-30	13F	HERSHEY	COM	427866108	2,976	-25	-0.83	325	0.93	0.0060
2017-11-13	2017-09-30	13F	GENERAL ELECTRIC	COM	369604103	949,800	-45,388		22,966		0.4234
2017-08-09	2017-06-30	13F	HERSHEY	COM	427866108	3,001	225	8.11	322	6.27	0.0062
2017-08-09	2017-06-30	13F	GENERAL ELECTRIC	COM	369604103	995,188	-156,244		26,880		0.5166
2017-05-09	2017-03-31	13F	HERSHEY	COM	427866108	2,776	-25	-0.89	303	4.48	0.0058
2017-05-09	2017-03-31	13F	GENERAL ELECTRIC	COM	369604103	1,151,432	-42,766		34,313		0.6553
2017-02-10	2016-12-31	13F	HERSHEY	COM	427866108	2,801	620	28.43	290	39.42	0.0059
2017-02-10	2016-12-31	13F	GENERAL ELECTRIC	COM	369604103	1,194,198	-17,022		37,737		0.7614
2016-11-14	2016-09-30	13F	HERSHEY	COM	427866108	2,181	-530	-19.55	208	-32.47	0.0042
2016-11-14	2016-09-30	13F	GENERAL ELECTRIC	COM	369604103	1,211,220	-12,942		35,876		0.7196
2016-08-15	2016-06-30	13F	HERSHEY	COM	427866108	2,711	-349	-11.41	308	9.22	0.0066
2016-08-15	2016-06-30	13F	GENERAL ELECTRIC	COM	369604103	1,224,162	8,925		38,537		0.8305
2016-05-13	2016-03-31	13F	HERSHEY	COM	427866108	3,060	-1,145	-27.23	282	-24.80	0.0060
2016-05-13	2016-03-31	13F	GENERAL ELECTRIC	COM	369604103	1,215,237	-413		38,632		0.8264
2016-02-11	2015-12-31	13F/A-1	HERSHEY	COM	427866108	4,205	-1,486	-26.11	375	-28.30	0.0079
2016-02-11	2015-12-31	13F/A-1	GENERAL ELECTRIC	COM	369604103	1,215,650	3,502		37,867		0.7945
2016-02-09	2015-12-31	13F	HERSHEY	COM	427866108	4,205	-1,486		375		0.0080
2016-02-09	2015-12-31	13F	GENERAL ELECTRIC	COM	369604103	1,215,650	3,502		37,867		0.8092
2015-11-10	2015-09-30	13F	HERSHEY	COM	427866108	5,691	-540	-8.67	523	-5.42	0.0116
2015-11-10	2015-09-30	13F	GENERAL ELECTRIC	COM	369604103	1,212,148	62,907		30,570		0.6764
2015-08-12	2015-06-30	13F	HERSHEY	COM	427866108	6,231	-294	-4.51	553	-15.96	0.0103
2015-08-12	2015-06-30	13F	GENERAL ELECTRIC	COM	369604103	1,149,241	-10,297		30,535		0.5669
2015-05-15	2015-03-31	13F	Hershey	COM	427866108	6,525	350	5.67	658	2.49	0.0123
2015-05-15	2015-03-31	13F	General Electric	COM	369604103	1,159,538	-454		28,768		0.5368
2015-02-12	2014-12-31	13F	Hershey	COM	427866108	6,175	1,550	33.51	642	45.58	0.0126
2015-02-12	2014-12-31	13F	General Electric	COM	369604103	1,159,992	45,254		29,313		0.5748
2014-11-12	2014-09-30	13F	Hershey	COM	427866108	4,625	460	11.04	441	8.62	0.0090
2014-11-12	2014-09-30	13F	General Electric	COM	369604103	1,114,738	-339		28,560		0.5815
2014-08-14	2014-06-30	13F	Hershey	COM	427866108	4,165	-175	-4.03	406	-10.38	0.0079
2014-08-14	2014-06-30	13F	General Electric	COM	369604103	1,115,077	38,395		29,304		0.5720
2014-05-14	2014-03-31	13F	Hershey	COM	427866108	4,340	621	16.70	453	25.14	0.0088
2014-05-14	2014-03-31	13F	General Electric	COM	369604103	1,076,682	3,410		27,875		0.5436
2014-02-12	2013-12-31	13F	Hershey	COM	427866108	3,719	1,180	46.47	362	54.04	0.0071
2014-02-12	2013-12-31	13F	General Electric	COM	369604103	1,073,272	-12,978		30,084		0.5874
2013-11-14	2013-09-30	13F	Hershey	COM	427866108	2,539	-1,078,402	-99.77	235	-99.06	0.0049
2013-11-14	2013-09-30	13F	General Electric	COM	369604103	1,086,250	5,309		25,951		0.5369
2013-08-13	2013-06-30	13F	General Electric	COM	369604103	1,080,941	1,080,941		25,067		0.5634

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.