The Hershey Company
MX ˙ BMV ˙ US4278661081
SecurityMX:HSY / The Hershey Company
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership64,226 shares
Latest Disclosed Value $ 13,351,943
Wealthfront Advisers Llc reports 0.45% increase in ownership of HSY / The Hershey Company

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 64,226 shares of The Hershey Company (MX:HSY) valued at $13,351,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 63,936 shares of The Hershey Company. This represents a change in shares of 0.45% 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)
2026-05-05 2026-03-31 13F HERSHEY COM 427866108 64,226 290 0.45 13,352 14.75 0.0293
2026-01-30 2025-12-31 13F HERSHEY COM 427866108 63,936 6,865 12.03 11,635 8.99 0.0260
2025-11-06 2025-09-30 13F HERSHEY COM 427866108 57,071 7,264 14.58 10,675 29.16 0.0251
2025-07-31 2025-06-30 13F HERSHEY COM 427866108 49,807 21,678 77.07 8,265 71.83 0.0213
2025-05-02 2025-03-31 13F HERSHEY COM 427866108 28,129 1,074 3.97 4,811 5.00 0.0129
2025-04-01 2024-12-31 13F/A-1 HERSHEY COM 427866108 27,055 10,424 62.68 4,582 43.65 0.0134
2024-11-12 2024-09-30 13F HERSHEY COM 427866108 16,631 -716 -4.13 3,189 0.03 0.0098
2024-08-14 2024-06-30 13F HERSHEY COM 427866108 17,347 -3,382 -16.32 3,189 -20.91 0.0107
2024-04-19 2024-03-31 13F HERSHEY COM 427866108 20,729 -3,400 -14.09 4,032 -10.38 0.0141
2024-02-09 2023-12-31 13F HERSHEY COM 427866108 24,129 -14,795 -38.01 4,499 -42.24 0.0173
2023-11-01 2023-09-30 13F HERSHEY COM 427866108 38,924 -1,642 -4.05 7,788 -23.12 0.0335
2023-08-07 2023-06-30 13F HERSHEY COM 427866108 40,566 5,762 16.56 10,129 14.40 0.0430
2023-04-28 2023-03-31 13F HERSHEY COM 427866108 34,804 -4,646 -11.78 8,854 -3.08 0.0402
2023-02-10 2022-12-31 13F HERSHEY COM 427866108 39,450 4,809 13.88 9,135 19.62 0.0443
2022-11-14 2022-09-30 13F HERSHEY COM 427866108 34,641 -1,071 -3.00 7,637 -0.61 0.0406
2022-07-20 2022-06-30 13F HERSHEY COM 427866108 35,712 4,276 13.60 7,684 12.83 0.0386
2022-05-16 2022-03-31 13F HERSHEY COM 427866108 31,436 6,797 27.59 6,810 42.86 0.0298
2022-01-21 2021-12-31 13F HERSHEY COM 427866108 24,639 3,104 14.41 4,767 30.78 0.0202
2021-11-15 2021-09-30 13F HERSHEY COM 427866108 21,535 -240 -1.10 3,645 -3.90 0.0169
2021-08-16 2021-06-30 13F HERSHEY COM 427866108 21,775 9,332 75.00 3,793 92.73 0.0180
2021-08-16 2021-06-30 13F GENERAL ELECTRIC COM 369604103 600,898 72,250 8,088 0.0384
2021-05-14 2021-03-31 13F HERSHEY COM 427866108 12,443 464 3.87 1,968 7.84 0.0105
2021-05-14 2021-03-31 13F GENERAL ELECTRIC COM 369604103 528,648 35,945 6,941 0.0372
2021-02-16 2020-12-31 13F HERSHEY COM 427866108 11,979 192 1.63 1,825 7.99 0.0110
2021-02-16 2020-12-31 13F GENERAL ELECTRIC COM 369604103 492,703 226,358 5,321 0.0320
2020-11-16 2020-09-30 13F HERSHEY COM 427866108 11,787 -444 -3.63 1,690 6.62 0.0121
2020-11-16 2020-09-30 13F GENERAL ELECTRIC COM 369604103 266,345 40,346 1,659 0.0119
2020-08-14 2020-06-30 13F HERSHEY COM 427866108 12,231 -6,112 -33.32 1,585 -34.77 0.0123
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 225,999 55,923 1,544 0.0120
2020-05-15 2020-03-31 13F HERSHEY COM 427866108 18,343 2,640 16.81 2,430 5.29 0.0221
2020-05-15 2020-03-31 13F GENERAL ELECTRIC COM 369604103 170,076 -324,941 1,350 0.0123
2020-01-21 2019-12-31 13F HERSHEY COM 427866108 15,703 -432 -2.68 2,308 -7.72 0.0171
2020-01-21 2019-12-31 13F GENERAL ELECTRIC COM 369604103 495,017 86,305 5,524 0.0410
2019-10-15 2019-09-30 13F HERSHEY COM 427866108 16,135 877 5.75 2,501 22.30 0.0210
2019-10-15 2019-09-30 13F GENERAL ELECTRIC COM 369604103 408,712 -64,861 3,654 0.0306
2019-08-13 2019-06-30 13F HERSHEY COM 427866108 15,258 2,773 22.21 2,045 42.61 0.0178
2019-08-13 2019-06-30 13F GENERAL ELECTRIC COM 369604103 473,573 12,804 4,973 0.0432
2019-05-13 2019-03-31 13F HERSHEY COM 427866108 12,485 1,876 17.68 1,434 26.12 0.0133
2019-05-13 2019-03-31 13F GENERAL ELECTRIC COM 369604103 460,769 67,331 4,603 0.0427
2019-02-14 2018-12-31 13F HERSHEY COM 427866108 10,609 10,609 1,137 0.0121
2019-02-14 2018-12-31 13F GENERAL ELECTRIC COM 369604103 393,438 393,438 2,978 0.0317
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.