The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership6,154 shares
Latest Disclosed Value $ 1,279,456
Sunbelt Securities, Inc. reports 11.17% decrease in ownership of HSY / The Hershey Company

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 6,154 shares of The Hershey Company (MX:HSY) valued at $1,279,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 6,928 shares of The Hershey Company. This represents a change in shares of -11.17% 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-16 2026-03-31 13F HERSHEY CO COM Stock 427866108 6,154 -774 -11.17 1,279 1.51 0.0808
2026-02-20 2025-12-31 13F HERSHEY CO COM Stock 427866108 6,928 -123 -1.74 1,261 -4.40 0.0841
2025-11-19 2025-09-30 13F HERSHEY CO COM Stock 427866108 7,051 5,025 248.03 1,319 284.26 0.0911
2025-08-14 2025-06-30 13F HERSHEY CO COM Stock 427866108 2,026 -55 -2.64 343 -3.38 0.0303
2025-04-24 2025-03-31 13F HERSHEY CO COM Stock 427866108 2,081 55 2.71 356 4.11 0.0318
2025-02-18 2024-12-31 13F HERSHEY CO COM Stock 427866108 2,026 788 63.65 342 43.88 0.0301
2024-11-18 2024-09-30 13F HERSHEY CO COM Stock 427866108 1,238 254 25.81 238 31.67 0.0233
2024-08-16 2024-06-30 13F HERSHEY CO COM Stock 427866108 984 160 19.42 181 12.50 0.0185
2024-04-15 2024-03-31 13F HERSHEY CO COM Stock 427866108 824 164 24.85 160 30.08 0.0179
2024-02-15 2023-12-31 13F HERSHEY CO COM Stock 427866108 660 101 18.07 123 10.81 0.0155
2023-12-11 2023-09-30 13F HERSHEY CO COM Stock 427866108 559 1 0.18 112 -20.14 0.0155
2023-08-16 2023-06-30 13F HERSHEY CO COM Stock 427866108 558 226 68.07 139 65.48 0.0200
2023-05-17 2023-03-31 13F HERSHEY CO COM Stock 427866108 332 332 84 0.0135
2021-02-09 2020-12-31 13F GENERAL ELECTRIC COM 369604103 0 -11,606 -100.00 0 -100.00
2020-11-17 2020-09-30 13F GENERAL ELECTRIC COM 369604103 11,606 11,606 72 0.0200
2020-05-15 2020-03-31 13F GENERAL ELECTRIC COM 369604103 0 -3,845 -100.00 0 -100.00
2020-05-15 2020-03-31 13F HERSHEY COM 427866108 0 -3,845 0
2020-02-26 2019-12-31 13F/A-1 HERSHEY COM 427866108 3,845 -194,093 -98.06 565 -68.08 0.0595
2020-02-26 2019-12-31 13F/A-1 GENERAL ELECTRIC COM 369604103 179,850 -18,088 2,007 0.2113
2020-02-14 2019-12-31 13F HERSHEY COM 427866108 3,845 -262 141 55.7316
2020-02-14 2019-12-31 13F GENERAL ELECTRIC COM 369604103 179,850 -18,088 502 197.9221
2019-11-15 2019-09-30 13F GENERAL ELECTRIC COM 369604103 197,938 197,938 1,770 0.1985
2019-11-15 2019-09-30 13F HERSHEY COM 427866108 4,107 4,107 637 0.0714
2019-05-15 2019-03-31 13F GENERAL ELECTRIC COM 369604103 0 -10,797 -100.00 0 -100.00
2019-02-11 2018-12-31 13F GENERAL ELECTRIC COM 369604103 10,797 0 0.00 122 0.00 0.0653
2018-11-14 2018-09-30 13F GENERAL ELECTRIC COM 369604103 10,797 -927 -7.91 122 -23.75 0.0653
2018-08-08 2018-06-30 13F GENERAL ELECTRIC COM 369604103 11,724 -290 -2.41 160 -1.23 0.0957
2018-05-09 2018-03-31 13F GENERAL ELECTRIC COM 369604103 12,014 -723 -5.68 162 -27.03 0.1482
2018-02-06 2017-12-31 13F GENERAL ELECTRIC COM 369604103 12,737 -35,940 -73.83 222 -81.14 0.2159
2017-11-03 2017-09-30 13F GENERAL ELECTRIC COM 369604103 48,677 -5,531 -10.20 1,177 -19.60 1.2371
2017-08-15 2017-06-30 13F GENERAL ELECTRIC COM 369604103 54,208 176 0.33 1,464 -9.07 2.7506
2017-05-05 2017-03-31 13F GENERAL ELECTRIC COM 369604103 54,032 417 0.78 1,610 -4.96 2.4202
2017-02-13 2016-12-31 13F/A-1 GENERAL ELECTRIC COM 369604103 53,615 -53,383 -49.89 1,694 -46.54 2.5726
2017-02-13 2016-12-31 13F GENERAL ELECTRIC COM 369604103 53,615 1,694
2016-11-14 2016-09-30 13F GENERAL ELECTRIC COM 369604103 106,998 1,779 1.69 3,169 -4.32 3.8228
2017-02-15 2016-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 105,219 953 0.91 3,312 -0.09 4.3294
2016-08-11 2016-06-30 13F GENERAL ELECTRIC COM 369604103 105,219 3,312
2017-02-15 2016-03-31 13F/A-1 GENERAL ELECTRIC COM 369604103 104,266 -54,744 -34.43 3,315 -33.07 4.8246
2016-05-11 2016-03-31 13F GENERAL ELECTRIC COM 369604103 104,266 3,315
2017-02-15 2015-12-31 13F/A-1 GENERAL ELECTRIC COM 369604103 159,010 -9,833 -5.82 4,953 16.32 6.9692
2016-02-11 2015-12-31 13F GENERAL ELECTRIC COM 369604103 159,010 4,953
2017-02-15 2015-09-30 13F/A-1 GENERAL ELECTRIC COM 369604103 168,843 34,598 25.77 4,258 19.37 5.7834
2015-11-12 2015-09-30 13F GENERAL ELECTRIC COM 369604103 168,843 4,258
2017-02-15 2015-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 134,245 88 0.07 3,567 7.18 4.9100
2015-08-13 2015-06-30 13F GENERAL ELECTRIC COM 369604103 134,245 3,567
2017-02-15 2015-03-31 13F/A-2 GENERAL ELECTRIC COM 369604103 134,157 -130,021 -49.22 3,328 -50.15 4.9434
2015-05-19 2015-03-31 13F/A-1 GENERAL ELECTRIC COM 369604103 134,157 0 3,328 3.8328
2015-05-14 2015-03-31 13F GENERAL ELECTRIC COM 369604103 134,157 3,328
2015-02-13 2014-12-31 13F GENERAL ELECTRIC COM 369604103 264,178 264,178 6,676 8.7662
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.