The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionStephens Inc /ar/
Latest Disclosed Ownership24,636 shares
Latest Disclosed Value $ 5,121,577
Stephens Inc /ar/ reports 52.99% decrease in ownership of HSY / The Hershey Company

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 24,636 shares of The Hershey Company (MX:HSY) valued at $5,121,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 52,405 shares of The Hershey Company. This represents a change in shares of -52.99% 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)
2026-04-28 2026-03-31 13F HERSHEY COM 427866108 24,636 -27,769 -52.99 5,122 -46.91 0.0641
2026-02-05 2025-12-31 13F HERSHEY COM 427866108 52,405 -5,340 -9.25 9,646 -11.61 0.1200
2025-10-27 2025-09-30 13F HERSHEY COM 427866108 57,745 543 0.95 10,912 14.96 0.1391
2025-07-29 2025-06-30 13F HERSHEY COM 427866108 57,202 984 1.75 9,493 -1.28 0.1305
2025-05-01 2025-03-31 13F HERSHEY COM 427866108 56,218 20,108 55.69 9,615 57.24 0.1409
2025-01-28 2024-12-31 13F HERSHEY COM 427866108 36,110 26,581 278.95 6,115 234.70 0.0857
2024-10-28 2024-09-30 13F HERSHEY COM 427866108 9,529 -182 -1.87 1,828 2.35 0.0259
2024-08-06 2024-06-30 13F HERSHEY COM 427866108 9,711 542 5.91 1,785 0.11 0.0272
2024-05-15 2024-03-31 13F HERSHEY COM 427866108 9,169 848 10.19 1,783 14.96 0.0277
2024-02-13 2023-12-31 13F HERSHEY COM 427866108 8,321 1,279 18.16 1,551 10.16 0.0268
2023-11-14 2023-09-30 13F HERSHEY COM 427866108 7,042 591 9.16 1,409 -12.55 0.0270
2023-08-14 2023-06-30 13F HERSHEY COM 427866108 6,451 -230 -3.44 1,611 -5.24 0.0290
2023-05-15 2023-03-31 13F HERSHEY COM 427866108 6,681 -17 -0.25 1,700 9.54 0.0326
2023-02-14 2022-12-31 13F/A-1 HERSHEY COM 427866108 6,698 67 1.01 1,551 6.09 0.0318
2023-01-25 2022-12-31 13F HERSHEY OM 427866108 6,698 67 2 0.0318
2022-11-02 2022-09-30 13F HERSHEY OM 427866108 6,631 1,110 20.11 1,462 23.06 0.0312
2022-08-03 2022-06-30 13F HERSHEY OM 427866108 5,521 328 6.32 1,188 5.60 0.0240
2022-05-04 2022-03-31 13F HERSHEY OM 427866108 5,193 299 6.11 1,125 18.80 0.0183
2022-03-07 2021-12-31 13F HERSHEY OM 427866108 4,894 1,239 33.90 947 52.99 0.0143
2021-10-27 2021-09-30 13F HERSHEY COM 427866108 3,655 358 10.86 619 7.84 0.0096
2021-08-12 2021-06-30 13F HERSHEY COM 427866108 3,297 1,069 47.98 574 63.07 0.0086
2021-08-12 2021-06-30 13F GENERAL ELECTRIC COM 369604103 135,092 7,472 1,818 0.0272
2021-05-14 2021-03-31 13F HERSHEY COM 427866108 2,228 240 12.07 352 16.17 0.0058
2021-05-14 2021-03-31 13F GENERAL ELECTRIC COM 369604103 127,620 10,890 1,676 0.0275
2021-02-10 2020-12-31 13F HERSHEY COM 427866108 1,988 0 0.00 303 6.32 0.0054
2021-02-10 2020-12-31 13F GENERAL ELECTRIC COM 369604103 116,730 -50,441 1,261 0.0226
2020-11-13 2020-09-30 13F HERSHEY COM 427866108 1,988 0 0.00 285 10.47 0.0056
2020-11-13 2020-09-30 13F GENERAL ELECTRIC COM 369604103 167,171 -7,197 1,041 0.0205
2020-08-24 2020-06-30 13F HERSHEY COM 427866108 1,988 300 17.77 258 15.18 0.0055
2020-08-24 2020-06-30 13F GENERAL ELECTRIC COM 369604103 174,368 5,604 1,191 0.0256
2020-05-14 2020-03-31 13F HERSHEY COM 427866108 1,688 -130 -7.15 224 -16.10 0.0060
2020-05-14 2020-03-31 13F GENERAL ELECTRIC COM 369604103 168,764 3,393 1,340 0.0357
2020-02-14 2019-12-31 13F HERSHEY COM 427866108 1,818 -990 -35.26 267 -38.62 0.0056
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 165,371 -23,735 1,846 0.0387
2019-10-18 2019-09-30 13F HERSHEY COM 427866108 2,808 0 0.00 435 15.69 0.0096
2019-10-18 2019-09-30 13F GENERAL ELECTRIC COM 369604103 189,106 -27,052 1,691 0.0372
2019-08-01 2019-06-30 13F HERSHEY COM 427866108 2,808 99 3.65 376 20.90 0.0085
2019-08-01 2019-06-30 13F GENERAL ELECTRIC COM 369604103 216,158 -14,507 2,270 0.0514
2019-05-03 2019-03-31 13F HERSHEY COM 427866108 2,709 54 2.03 311 9.12 0.0074
2019-05-03 2019-03-31 13F GENERAL ELECTRIC COM 369604103 230,665 5,859 2,304 0.0547
2019-02-11 2018-12-31 13F HERSHEY COM 427866108 2,655 -374,087 -99.30 285 -93.30 0.0081
2019-02-11 2018-12-31 13F GENERAL ELECTRIC COM 369604103 224,806 -151,936 1,702 0.0483
2018-11-14 2018-09-30 13F GENERAL ELECTRIC COM 369604103 376,742 373,727 12,395.59 4,253 1,413.52 0.1058
2018-11-14 2018-09-30 13F HERSHEY COM 427866108 2,670 -345 272 0.0068
2018-08-10 2018-06-30 13F HERSHEY COM 427866108 3,015 -414,268 -99.28 281 -95.00 0.0085
2018-08-10 2018-06-30 13F GENERAL ELECTRIC COM 369604103 422,767 5,484 5,754 0.1739
2018-05-03 2018-03-31 13F GENERAL ELECTRIC COM 369604103 417,283 415,308 21,028.25 5,625 2,411.16 0.2098
2018-02-05 2017-12-31 13F HERSHEY COM 427866108 1,975 -957 -32.64 224 -30.00 0.0084
2018-02-05 2017-12-31 13F GENERAL ELECTRIC COM 369604103 493,153 -75,404 8,606 0.3219
2017-11-08 2017-09-30 13F HERSHEY COM 427866108 2,932 -616,863 -99.53 320 -98.09 0.0116
2017-11-08 2017-09-30 13F GENERAL ELECTRIC COM 369604103 568,557 -51,238 13,748 0.4966
2017-08-10 2017-06-30 13F GENERAL ELECTRIC COM 369604103 619,795 21,438 3.58 16,741 -6.11 0.5744
2017-05-11 2017-03-31 13F GENERAL ELECTRIC COM 369604103 598,357 3,924 0.66 17,831 -5.07 0.6483
2017-02-09 2016-12-31 13F GENERAL ELECTRIC COM 369604103 594,433 109,318 22.53 18,784 30.73 0.7657
2016-11-30 2016-09-30 13F/A-2 GENERAL ELECTRIC COM 369604103 485,115 22,982 4.97 14,369 -1.23 0.6291
2016-11-10 2016-09-30 13F GENERAL ELECTRIC COM 369604103 485,115 14,369
2016-08-05 2016-06-30 13F GENERAL ELECTRIC COM 369604103 462,133 31,858 7.40 14,548 6.36 0.6489
2016-05-05 2016-03-31 13F GENERAL ELECTRIC COM 369604103 430,275 -2,123 -0.49 13,678 1.55 0.6694
2016-02-10 2015-12-31 13F GENERAL ELECTRIC COM 369604103 432,398 9,787 2.32 13,469 26.37 0.6755
2015-11-03 2015-09-30 13F GENERAL ELECTRIC COM 369604103 422,611 16,272 4.00 10,658 -1.28 0.5550
2015-07-29 2015-06-30 13F GENERAL ELECTRIC COM 369604103 406,339 1,413 0.35 10,796 7.47 0.4898
2015-05-06 2015-03-31 13F GENERAL ELECTRIC COM 369604103 404,926 21,900 5.72 10,046 3.79 0.4577
2015-02-12 2014-12-31 13F GENERAL ELECTRIC COM 369604103 383,026 28,546 8.05 9,679 6.57 0.4580
2014-11-14 2014-09-30 13F GENERAL ELECTRIC COM 369604103 354,480 70,501 24.83 9,082 21.69 0.4492
2014-08-15 2014-06-30 13F GENERAL ELECTRIC COM 369604103 283,979 13,947 5.16 7,463 6.75 0.3759
2014-05-13 2014-03-31 13F GENERAL ELECTRIC COM 369604103 270,032 10,433 4.02 6,991 -3.93 0.3810
2014-02-14 2013-12-31 13F GENERAL ELECTRIC COM 369604103 259,599 -2,332 -0.89 7,277 16.28 0.3611
2013-11-06 2013-09-30 13F GENERAL ELECTRIC COM 369604103 261,931 -457 -0.17 6,258 2.84 0.3373
2013-08-12 2013-06-30 13F GENERAL ELECTRIC COM 369604103 262,388 262,388 6,085 0.3398
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.