Sheets Smith Wealth Management reports 5.17% decrease in ownership of HSY / The Hershey Company

The Hershey Company

MX ˙ BMV ˙ US4278661081

Security	MX:HSY / The Hershey Company
Institution	Sheets Smith Wealth Management
Latest Disclosed Ownership	2,144 shares
Latest Disclosed Value	$ 445,744

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 2,144 shares of The Hershey Company (MX:HSY) valued at $445,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,261 shares of The Hershey Company. This represents a change in shares of -5.17% 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 (%)
2026-04-16	2026-03-31	13F	HERSHEY	COM	427866108	2,144	-117	-5.17	446	8.27	0.0502
2026-01-20	2025-12-31	13F	HERSHEY	COM	427866108	2,261	-169	-6.95	411	-9.47	0.0452
2025-10-16	2025-09-30	13F	HERSHEY	COM	427866108	2,430	-188	-7.18	455	4.61	0.0514
2025-07-15	2025-06-30	13F	HERSHEY	COM	427866108	2,618	-29	-1.10	434	-3.98	0.0508
2025-04-23	2025-03-31	13F	HERSHEY	COM	427866108	2,647	10	0.38	453	1.35	0.0563
2025-01-17	2024-12-31	13F	HERSHEY	COM	427866108	2,637	23	0.88	447	-10.98	0.0545
2024-11-01	2024-09-30	13F	HERSHEY	COM	427866108	2,614	597	29.60	501	35.41	0.0613
2024-07-30	2024-06-30	13F	HERSHEY	COM	427866108	2,017	2,017		371		0.0443
2021-10-15	2021-09-30	13F	GENERAL ELECTRIC	COM	369604103	0	-10,638	-100.00	0	-100.00
2021-08-03	2021-06-30	13F	GENERAL ELECTRIC	COM	369604103	10,638	-200	-1.85	143	0.70	0.0193
2021-04-23	2021-03-31	13F	GENERAL ELECTRIC	COM	369604103	10,838	10,838		142		0.0209
2021-01-13	2020-12-31	13F	GENERAL ELECTRIC	COM	369604103	0	-10,062	-100.00	0	-100.00
2020-10-26	2020-09-30	13F	GENERAL ELECTRIC	COM	369604103	10,062	10,062		63		0.0110
2019-01-11	2018-12-31	13F	GENERAL ELECTRIC	COM	369604103	0	-15,814	-100.00	0	-100.00
2018-10-15	2018-09-30	13F	GENERAL ELECTRIC	COM	369604103	15,814	-5,190	-24.71	179	-37.41	0.0370
2018-07-26	2018-06-30	13F	GENERAL ELECTRIC	COM	369604103	21,004	4,960	30.91	286	32.41	0.0669
2018-04-09	2018-03-31	13F	GENERAL ELECTRIC	COM	369604103	16,044	-3,173	-16.51	216	-35.52	0.0519
2018-01-12	2017-12-31	13F	General Electric	COM	369604103	19,217	-244	-1.25	335	-28.87	0.0790
2017-10-12	2017-09-30	13F	General Electric	COM	369604103	19,461	-45,960	-70.25	471	-73.34	0.1188
2017-07-19	2017-06-30	13F	GENERAL ELECTRIC	COM	369604103	65,421	-3,895	-5.62	1,767	-14.47	0.4669
2017-04-10	2017-03-31	13F	GENERAL ELECTRIC	COM	369604103	69,316	9,687	16.25	2,066	9.66	0.5486
2017-02-03	2016-12-31	13F	GENERAL ELECTRIC	COM	369604103	59,629	140	0.24	1,884	6.92	0.5288
2016-11-18	2016-09-30	13F	GENERAL ELECTRIC	COM	369604103	59,489	1,646	2.85	1,762	-3.24	0.4969
2016-08-15	2016-06-30	13F	GENERAL ELECTRIC	COM	369604103	57,843	40,998	243.38	1,821	240.37	0.5291
2016-05-13	2016-03-31	13F	GENERAL ELECTRIC	COM	369604103	16,845	372	2.26	535	4.29	0.1645
2016-02-01	2015-12-31	13F	GENERAL ELECTRIC	COM	369604103	16,473	225	1.38	513	25.12	0.1551
2015-11-13	2015-09-30	13F	GENERAL ELECTRIC	COM	369604103	16,248	316	1.98	410	-3.07	0.1387
2015-08-31	2015-06-30	13F	GENERAL ELECTRIC	COM	369604103	15,932	13	0.08	423	7.09	0.1156
2015-05-05	2015-03-31	13F	GENERAL ELECTRIC	COM	369604103	15,919	-1,206	-7.04	395	-8.78	0.1091
2015-02-20	2014-12-31	13F	GENERAL ELECTRIC	COM	369604103	17,125	503	3.03	433	1.64	0.1130
2014-11-17	2014-09-30	13F	GENERAL ELECTRIC	COM	369604103	16,622	22	0.13	426	-2.29	0.1159
2014-09-18	2014-06-30	13F	GENERAL ELECTRIC	COM	369604103	16,600	-443	-2.60	436	-1.13	0.1170
2014-06-02	2014-03-31	13F	GENERAL ELEC	COM	369604103	17,043	-345	-1.98	441	-9.45	0.1234
2014-02-21	2013-12-31	13F	GENERAL ELECTRIC	COM	369604103	17,388	18	0.10	487	17.35	0.1343
2013-11-26	2013-09-30	13F	GENERAL ELECTRIC	COM	369604103	17,370	-1,431	-7.61	415	-4.82	0.1350
2013-11-19	2013-06-30	13F	GENERAL ELECTRIC	COM	369604103	18,801	15	0.08	436	0.46	0.1480
2013-05-21	2013-03-31	13F	GENERAL ELEC	COM	369604103	18,786	18,786		434		0.1471

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.