Dimensional Fund Advisors Lp reports 1.66% increase in ownership of HSY / The Hershey Company

The Hershey Company

US ˙ NYSE ˙ US4278661081

Security	HSY / The Hershey Company
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	1,210,466 shares
Latest Disclosed Value	$ 251,705,751

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,210,466 shares of The Hershey Company (US:HSY) valued at $251,643,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,190,694 shares of The Hershey Company. This represents a change in shares of 1.66% during the quarter. The current value of the position is $223,427,814 USD.

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 (%)
2026-05-07	2026-03-31	13F	HERSHEY	COM	427866108	1,210,466	19,772	1.66	251,706	16.16	0.0523
2026-02-12	2025-12-31	13F	HERSHEY	COM	427866108	1,190,694	48,904	4.28	216,685	1.47	0.0455
2025-11-12	2025-09-30	13F	HERSHEY	COM	427866108	1,141,790	56,675	5.22	213,540	18.58	0.0458
2025-08-12	2025-06-30	13F	HERSHEY	COM	427866108	1,085,115	64,546	6.32	180,085	3.18	0.0417
2025-05-13	2025-03-31	13F	HERSHEY	COM	427866108	1,020,569	17,311	1.73	174,536	2.73	0.0434
2025-02-13	2024-12-31	13F	HERSHEY	COM	427866108	1,003,258	114,329	12.86	169,895	-0.35	0.0408
2024-11-07	2024-09-30	13F	HERSHEY	COM	427866108	888,929	101,552	12.90	170,492	17.79	0.0414
2024-08-09	2024-06-30	13F	HERSHEY	COM	427866108	787,377	25,780	3.38	144,743	-2.29	0.0378
2024-05-10	2024-03-31	13F	HERSHEY	COM	427866108	761,597	31,305	4.29	148,131	8.81	0.0401
2024-02-07	2023-12-31	13F	HERSHEY	COM	427866108	730,292	64,238	9.64	136,142	2.15	0.0398
2023-11-09	2023-09-30	13F	HERSHEY	COM	427866108	666,054	13,062	2.00	133,275	-18.26	0.0437
2023-08-09	2023-06-30	13F	HERSHEY	COM	427866108	652,992	2,332	0.36	163,048	-1.50	0.0520
2023-05-12	2023-03-31	13F	HERSHEY	COM	427866108	650,660	-23,973	-3.55	165,530	106,008.33	0.0558
2023-02-09	2022-12-31	13F	HERSHEY	COM	427866108	674,633	-92,865	-12.10	156	-99.91	0.0462
2022-11-10	2022-09-30	13F	HERSHEY	COM	427866108	767,498	561	0.07	169,229	2.55	0.0650
2022-08-12	2022-06-30	13F	HERSHEY	COM	427866108	766,937	3,136	0.41	165,028	-0.26	0.0592
2022-05-13	2022-03-31	13F	HERSHEY	COM	427866108	763,801	1,520	0.20	165,462	12.20	0.0510
2022-02-09	2021-12-31	13F	HERSHEY	COM	427866108	762,281	6,195	0.82	147,466	15.22	0.0446
2021-11-12	2021-09-30	13F	HERSHEY	COM	427866108	756,086	-4,312	-0.57	127,983	-3.36	0.0412
2021-08-12	2021-06-30	13F	HERSHEY	COM	427866108	760,398	50,115	7.06	132,435	17.89	0.0419
2021-08-12	2021-06-30	13F	GENERAL ELECTRIC	COM	369604103	24,180,412	255,472		325,380		0.1030
2021-05-14	2021-03-31	13F	HERSHEY	COM	427866108	710,283	-313	-0.04	112,342	3.79	0.0372
2021-05-14	2021-03-31	13F	GENERAL ELECTRIC	COM	369604103	23,924,940	77,639		314,175		0.1039
2021-03-08	2020-12-31	13F/A-2	HERSHEY	COM	427866108	710,596	82,099	13.06	108,236	20.16	0.0391
2021-03-08	2020-12-31	13F/A-2	GENERAL ELECTRIC	COM	369604103	23,847,301	147,418		257,535		0.0930
2021-02-11	2020-12-31	13F	HERSHEY	COM	427866108	710,596	82,099		108,236		39,089.0901
2021-02-11	2020-12-31	13F	GENERAL ELECTRIC	COM	369604103	23,847,301	147,418		257,535		93,007.9533
2020-11-12	2020-09-30	13F	HERSHEY	COM	427866108	628,497	11,571	1.88	90,077	12.66	0.0382
2020-11-12	2020-09-30	13F	GENERAL ELECTRIC	COM	369604103	23,699,883	571,041		147,608		0.0626
2020-08-13	2020-06-30	13F	HERSHEY	COM	427866108	616,926	14,875	2.47	79,956	0.20	0.0351
2020-08-13	2020-06-30	13F	GENERAL ELECTRIC	COM	369604103	23,128,842	787,674		157,958		0.0694
2020-05-14	2020-03-31	13F	HERSHEY	COM	427866108	602,051	-32,461	-5.12	79,798	-14.43	0.0416
2020-05-14	2020-03-31	13F	GENERAL ELECTRIC	COM	369604103	22,341,168	-4,757,191		177,357		0.0924
2020-02-14	2019-12-31	13F	HERSHEY	COM	427866108	634,512	-7,827	-1.22	93,260	-6.32	0.0340
2020-02-14	2019-12-31	13F	GENERAL ELECTRIC	COM	369604103	27,098,359	63,949		302,401		0.1102
2019-11-12	2019-09-30	13F	HERSHEY	COM	427866108	642,339	-27,176	-4.06	99,552	10.94	0.0387
2019-11-12	2019-09-30	13F	GENERAL ELECTRIC	COM	369604103	27,034,410	-1,566,752		241,722		0.0939
2019-08-13	2019-06-30	13F	HERSHEY	COM	427866108	669,515	5,120	0.77	89,739	17.63	0.0348
2019-08-13	2019-06-30	13F	GENERAL ELECTRIC	COM	369604103	28,601,162	81,800		300,291		0.1166
2019-08-12	2019-03-31	13F/A-2	HERSHEY	COM	427866108	664,395	29,536	4.65	76,291	12.12	0.0304
2019-08-12	2019-03-31	13F/A-2	GENERAL ELECTRIC	COM	369604103	28,519,362	-192,752		284,889		0.1135
2019-05-10	2019-03-31	13F	HERSHEY	COM	427866108	664,395	29,536		76,291
2019-05-10	2019-03-31	13F	GENERAL ELECTRIC	COM	369604103	28,519,362	-192,752		284,889
2019-02-26	2018-12-31	13F/A-1	HERSHEY	COM	427866108	634,859	120,051	23.32	68,042	29.58	0.0308
2019-02-26	2018-12-31	13F/A-1	GENERAL ELECTRIC	COM	369604103	28,712,114	3,224,217		217,344		0.0985
2019-02-13	2018-12-31	13F	HERSHEY	COM	427866108	634,859	120,051		68,042
2019-02-13	2018-12-31	13F	GENERAL ELECTRIC	COM	369604103	28,712,114	3,224,217		217,344
2018-11-13	2018-09-30	13F	HERSHEY	COM	427866108	514,808	129,515	33.61	52,510	46.43	0.0200
2018-11-13	2018-09-30	13F	GENERAL ELECTRIC	COM	369604103	25,487,897	3,456,902		287,827		0.1096
2018-08-10	2018-06-30	13F	HERSHEY	COM	427866108	385,293	7,720	2.04	35,859	-4.03	0.0143
2018-08-10	2018-06-30	13F	GENERAL ELECTRIC	COM	369604103	22,030,995	211,284		299,920		0.1196
2018-05-11	2018-03-31	13F	HERSHEY	COM	427866108	377,573	56,499	17.60	37,365	2.52	0.0156
2018-05-11	2018-03-31	13F	GENERAL ELECTRIC	COM	369604103	21,819,711	-263,091		294,130		0.1226
2018-02-12	2017-12-31	13F	HERSHEY	COM	427866108	321,074	5,940	1.88	36,447	5.95	0.0151
2018-02-12	2017-12-31	13F	GENERAL ELECTRIC	COM	369604103	22,082,802	236,327		385,338		0.1597
2017-11-13	2017-09-30	13F	HERSHEY	COM	427866108	315,134	906	0.29	34,401	1.97	0.0150
2017-11-13	2017-09-30	13F	GENERAL ELECTRIC	COM	369604103	21,846,475	604,297		528,262		0.2308
2017-08-11	2017-06-30	13F	HERSHEY	COM	427866108	314,228	9,597	3.15	33,738	1.38	0.0156
2017-08-11	2017-06-30	13F	GENERAL ELECTRIC	COM	369604103	21,242,178	451,409		573,768		0.2649
2017-05-12	2017-03-31	13F	HERSHEY	COM	427866108	304,631	11,855	4.05	33,280	9.90	0.0159
2017-05-12	2017-03-31	13F	GENERAL ELECTRIC	COM	369604103	20,790,769	483,178		619,569		0.2961
2017-02-09	2016-12-31	13F	HERSHEY	COM	427866108	292,776	4,337	1.50	30,283	9.83	0.0151
2017-02-09	2016-12-31	13F	GENERAL ELECTRIC	COM	369604103	20,307,591	-7,169,428		641,760		0.3205
2016-11-10	2016-09-30	13F	HERSHEY	COM	427866108	288,439	9,915	3.56	27,573	-12.70	0.0149
2016-11-10	2016-09-30	13F	GENERAL ELECTRIC	COM	369604103	27,477,019	-2,266,981		813,855		0.4399
2016-08-09	2016-06-30	13F	HERSHEY	COM	427866108	278,524	1,560	0.56	31,584	23.83	0.0182
2016-08-09	2016-06-30	13F	GENERAL ELECTRIC	COM	369604103	29,744,000	-5,874,009		936,119
2016-05-13	2016-03-31	13F	HERSHEY	COM	427866108	276,964	11,742	4.43	25,505	7.72	0.0153
2016-05-13	2016-03-31	13F	GENERAL ELECTRIC	COM	369604103	35,618,009	-762,878		1,132,300		0.6778
2016-02-10	2015-12-31	13F	HERSHEY	COM	427866108	265,222	16,177	6.50	23,678	3.47	0.0148
2016-02-10	2015-12-31	13F	GENERAL ELECTRIC	COM	369604103	36,380,887	-15,211,719		1,133,234		0.7063
2015-11-13	2015-09-30	13F	HERSHEY	COM	427866108	249,045	5,445	2.24	22,884	5.76	0.0150
2015-11-13	2015-09-30	13F	GENERAL ELECTRIC	COM	369604103	51,592,606	-8,564,473		1,301,019		0.8540
2015-08-14	2015-06-30	13F	HERSHEY	COM	427866108	243,600	29,234	13.64	21,638	0.02	0.0132
2015-08-14	2015-06-30	13F	GENERAL ELECTRIC	COM	369604103	60,157,079	-2,100,439		1,598,453		0.9788
2015-05-14	2015-03-31	13F	HERSHEY	COM	427866108	214,366	18,604	9.50	21,633	6.32	0.0137
2015-05-14	2015-03-31	13F	GENERAL ELECTRIC	COM	369604103	62,257,518	10,798,005		1,544,687		0.9754
2015-02-06	2014-12-31	13F	HERSHEY	COM	427866108	195,762	47,372	31.92	20,348	43.70	0.0134
2015-02-06	2014-12-31	13F	GENERAL ELECTRIC	COM	369604103	51,459,513	2,262,189		1,300,559		0.8542
2014-11-13	2014-09-30	13F	HERSHEY	COM	427866108	148,390	-63,588	-30.00	14,160	-31.39	0.0100
2014-11-13	2014-09-30	13F	GENERAL ELECTRIC	COM	369604103	49,197,324	4,939,709		1,260,367		0.8930
2014-08-08	2014-06-30	13F	HERSHEY	COM	427866108	211,978	55,603	35.56	20,639	26.44	0.0143
2014-08-08	2014-06-30	13F	GENERAL ELECTRIC	COM	369604103	44,257,615	1,844,249		1,163,159		0.8085
2014-05-14	2014-03-31	13F	HERSHEY	COM	427866108	156,375	7,570	5.09	16,323	12.81	0.0122
2014-05-14	2014-03-31	13F	GENERAL ELECTRIC	COM	369604103	42,413,366	4,024,583		1,098,079		0.8205
2014-02-12	2013-12-31	13F	HERSHEY	COM	427866108	148,805	4,771	3.31	14,469	8.60	0.0113
2014-02-12	2013-12-31	13F	GENERAL ELECTRIC	COM	369604103	38,388,783	-12,343,175		1,075,942		0.8384
2013-11-13	2013-09-30	13F	HERSHEY	COM	427866108	144,034	1,613	1.13	13,323	4.78	0.0115
2013-11-13	2013-09-30	13F	GENERAL ELECTRIC	COM	369604103	50,731,958	306,682		1,211,958		1.0489
2013-08-15	2013-06-30	13F	HERSHEY	COM	427866108	142,421	142,421		12,715		0.0120
2013-08-15	2013-06-30	13F	GENERAL ELECTRIC	COM	369604103	50,425,276	50,425,276		1,169,479		1.1013

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.