The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership125 shares
Latest Disclosed Value $ 25,986
IMA Wealth, Inc. ownership in HSY / The Hershey Company

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 125 shares of The Hershey Company (MX:HSY) valued at $25,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 125 shares of The Hershey Company. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F Hershey Common Stock 427866108 125 0 0.00 26 13.64 0.0025
2026-02-11 2025-12-31 13F Hershey Common Stock 427866108 125 0 0.00 23 -4.35 0.0022
2025-11-06 2025-09-30 13F Hershey Common Stock 427866108 125 0 0.00 23 15.00 0.0024
2025-08-08 2025-06-30 13F Hershey Common Stock 427866108 125 0 0.00 21 -4.76 0.0022
2025-05-06 2025-03-31 13F Hershey Common Stock 427866108 125 125 21 0.0025
2025-02-14 2024-12-31 13F Hershey Common Stock 427866108 0 -125 -100.00 0 -100.00
2024-11-14 2024-09-30 13F Hershey Common Stock 427866108 125 125 24 0.0052
2024-02-05 2023-12-31 13F HERSHEY COM 427866108 0 -125 -100.00 0 -100.00
2023-11-28 2023-09-30 13F HERSHEY COM 427866108 125 0 0.00 25 -19.35 0.0065
2023-08-15 2023-06-30 13F HERSHEY COM 427866108 125 0 0.00 31 0.00 0.0080
2023-05-16 2023-03-31 13F HERSHEY COM 427866108 125 0 0.00 32 10.71 0.0082
2023-02-16 2022-12-31 13F HERSHEY COM 427866108 125 0 0.00 29 0.00 0.0077
2022-11-15 2022-09-30 13F HERSHEY COM 427866108 125 0 0.00 28 3.70 0.0075
2022-08-18 2022-06-30 13F HERSHEY COM 427866108 125 0 0.00 27 0.00 0.0066
2022-06-13 2022-03-31 13F HERSHEY COM 427866108 125 0 0.00 27 12.50 0.0062
2022-02-14 2021-12-31 13F HERSHEY COM 427866108 125 0 0.00 24 14.29 0.0053
2021-11-03 2021-09-30 13F HERSHEY COM 427866108 125 0 0.00 21 -4.55 0.0050
2021-08-13 2021-06-30 13F HERSHEY COM 427866108 125 0 0.00 22 10.00 0.0051
2021-08-13 2021-06-30 13F GENERAL ELECTRIC COM 369604103 250,678 -20,332 3,374 0.7884
2021-05-13 2021-03-31 13F HERSHEY COM 427866108 125 0 0.00 20 5.26 0.0049
2021-05-13 2021-03-31 13F GENERAL ELECTRIC COM 369604103 271,010 269,310 3,558 0.8716
2021-02-08 2020-12-31 13F HERSHEY COM 427866108 125 125 19 0.0053
2021-02-08 2020-12-31 13F GENERAL ELECTRIC COM 369604103 1,700 1,700 18 0.0050
2020-04-14 2020-03-31 13F GENERAL ELECTRIC COM 369604103 0 -1,410 -100.00 0 -100.00
2020-02-24 2019-12-31 13F GENERAL ELECTRIC COM 369604103 1,410 -9,216 -86.73 16 -83.16 0.0059
2019-10-29 2019-09-30 13F GENERAL ELECTRIC COM 369604103 10,626 0 0.00 95 -15.18 0.0359
2019-07-19 2019-06-30 13F GENERAL ELECTRIC COM 369604103 10,626 0 0.00 112 5.66 0.0419
2019-05-09 2019-03-31 13F GENERAL ELECTRIC COM 369604103 10,626 -3,863 -26.66 106 -3.64 0.0411
2019-05-09 2019-03-31 13F HERSHEY COM 427866108 900 900 103 0.0400
2019-01-15 2018-12-31 13F GENERAL ELECTRIC COM 369604103 14,489 -169,458 -92.12 110 -94.70 0.0513
2018-10-18 2018-09-30 13F GENERAL ELECTRIC COM 369604103 183,947 -6,836 -3.58 2,077 -20.02 0.8122
2018-08-01 2018-06-30 13F GENERAL ELECTRIC COM 369604103 190,783 2,347 1.25 2,597 2.24 1.0820
2018-04-20 2018-03-31 13F GENERAL ELECTRIC COM 369604103 188,436 78,778 71.84 2,540 32.71 1.1306
2018-02-05 2017-12-31 13F GENERAL ELECTRIC COM 369604103 109,658 64,369 142.13 1,914 74.79 0.8563
2017-10-24 2017-09-30 13F GENERAL ELECTRIC COM 369604103 45,289 12,533 38.26 1,095 23.73 0.5080
2017-07-31 2017-06-30 13F GENERAL ELECTRIC COM 369604103 32,756 -233 -0.71 885 -9.97 0.4256
2017-06-06 2017-03-31 13F GENERAL ELECTRIC COM 369604103 32,989 -81 -0.24 983 -5.93 0.4947
2017-03-30 2016-12-31 13F General Electric COM 369604103 33,070 -705 -2.09 1,045 4.50 0.6438
2016-12-07 2016-09-30 13F General Electric COM 369604103 33,775 -5,722 -14.49 1,000 -19.55 0.5716
2016-12-08 2016-06-30 13F General Electric COM 369604103 39,497 -930 -2.30 1,243 -0.80 0.7798
2016-12-08 2016-03-31 13F General Electric COM 369604103 40,427 16,635 69.92 1,253 69.10 0.7268
2016-12-08 2015-12-31 13F General Electric COM 369604103 23,792 -420 -1.73 741 21.28 0.4498
2016-12-08 2015-09-30 13F General Electric COM 369604103 24,212 -1,050 -4.16 611 -8.94 0.3873
2015-07-24 2015-06-30 13F General Electric COM 369604103 25,262 250 1.00 671 8.05 0.3192
2015-04-14 2015-03-31 13F General Electric COM 369604103 25,012 500 2.04 621 0.32 0.3019
2015-01-09 2014-12-31 13F General Electric COM 369604103 24,512 -3,850 -13.57 619 -14.86 0.3198
2014-10-16 2014-09-30 13F General Electric COM 369604103 28,362 -2,340 -7.62 727 -9.91 0.3432
2014-07-17 2014-06-30 13F General Electric COM 369604103 30,702 1,410 4.81 807 6.46 0.3693
2014-04-15 2014-03-31 13F General Electric COM 369604103 29,292 12,270 72.08 758 58.91 0.3543
2014-01-30 2013-12-31 13F General Electric COM 369604103 17,022 177 1.05 477 18.66 0.2269
2013-10-03 2013-09-30 13F General Electric COM 369604103 16,845 0 0.00 402 2.81 0.1973
2013-07-16 2013-06-30 13F General Electric COM 369604103 16,845 16,845 391 0.2123
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.