The Hershey Company
US ˙ NYSE ˙ US4278661081

SecurityHSY / The Hershey Company
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership1,041 shares
Latest Disclosed Value $ 216,436
Level Four Advisory Services, Llc reports 24.67% decrease in ownership of HSY / The Hershey Company

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 1,041 shares of The Hershey Company (US:HSY) valued at $216,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,382 shares of The Hershey Company. This represents a change in shares of -24.67% during the quarter. The current value of the position is $190,711 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F HERSHEY COM 427866108 1,041 -341 -24.67 216 -13.94 0.0071
2026-02-13 2025-12-31 13F HERSHEY COM 427866108 1,382 6 0.44 252 -2.33 0.0082
2025-11-12 2025-09-30 13F HERSHEY COM 427866108 1,376 -128 -8.51 257 3.21 0.0088
2025-08-13 2025-06-30 13F HERSHEY COM 427866108 1,504 -410 -21.42 250 -23.85 0.0092
2025-05-14 2025-03-31 13F HERSHEY COM 427866108 1,914 74 4.02 327 5.14 0.0135
2025-02-12 2024-12-31 13F HERSHEY COM 427866108 1,840 -828 -31.03 312 -34.25 0.0127
2024-11-14 2024-09-30 13F HERSHEY COM 427866108 2,668 148 5.87 474 2.16 0.0200
2024-08-09 2024-06-30 13F HERSHEY COM 427866108 2,520 -142 -5.33 463 -6.65 0.0209
2024-05-13 2024-03-31 13F HERSHEY COM 427866108 2,662 0 0.00 496 0.00 0.0273
2024-02-08 2023-12-31 13F HERSHEY COM 427866108 2,662 24 0.91 496 -5.88 0.0278
2023-11-13 2023-09-30 13F HERSHEY COM 427866108 2,638 -528 -16.68 528 -33.29 0.0340
2023-07-10 2023-06-30 13F HERSHEY COM 427866108 3,166 49 1.57 791 -0.25 0.0475
2023-06-05 2023-03-31 13F HERSHEY COM 427866108 3,117 589 23.30 793 35.38 0.0520
2023-02-13 2022-12-31 13F HERSHEY COM 427866108 2,528 -633 -20.03 585 -16.07 0.0435
2022-11-07 2022-09-30 13F HERSHEY COM 427866108 3,161 -206 -6.12 697 -3.73 0.0677
2022-08-08 2022-06-30 13F HERSHEY COM 427866108 3,367 296 9.64 724 8.87 0.0683
2022-05-10 2022-03-31 13F HERSHEY COM 427866108 3,071 69 2.30 665 14.46 0.0521
2022-02-11 2021-12-31 13F HERSHEY COM 427866108 3,002 -282 -8.59 581 4.50 0.0443
2021-10-12 2021-09-30 13F HERSHEY COM 427866108 3,284 -352 -9.68 556 -12.16 0.0578
2021-08-09 2021-06-30 13F HERSHEY COM 427866108 3,636 462 14.56 633 26.10 0.0438
2021-08-09 2021-06-30 13F GENERAL ELECTRIC COM 369604103 54,473 -409 733 0.0507
2021-05-10 2021-03-31 13F HERSHEY COM 427866108 3,174 -616 -16.25 502 -13.00 0.0390
2021-05-10 2021-03-31 13F GENERAL ELECTRIC COM 369604103 54,882 -2,265 721 0.0560
2021-02-10 2020-12-31 13F HERSHEY COM 427866108 3,790 -51,098 -93.10 577 68.71 0.0463
2021-02-10 2020-12-31 13F GENERAL ELECTRIC COM 369604103 57,147 2,259 617 0.0495
2020-11-02 2020-09-30 13F GENERAL ELECTRIC COM 369604103 54,888 50,600 1,180.04 342 -38.38 0.0263
2020-11-02 2020-09-30 13F HERSHEY COM 427866108 3,788 -500 543 0.0418
2020-08-17 2020-06-30 13F/A-1 HERSHEY COM 427866108 4,288 2 0.05 555 -2.29 0.0429
2020-08-17 2020-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 56,574 30,265 393 0.0304
2020-05-13 2020-03-31 13F HERSHEY COM 427866108 4,286 -344 -7.43 568 -16.35 0.0681
2020-05-13 2020-03-31 13F GENERAL ELECTRIC COM 369604103 26,309 -5,679 210 0.0252
2020-02-13 2019-12-31 13F HERSHEY COM 427866108 4,630 290 6.68 679 0.89 0.0269
2020-02-13 2019-12-31 13F GENERAL ELECTRIC COM 369604103 31,988 -9,656 354 0.0140
2019-11-12 2019-09-30 13F HERSHEY COM 427866108 4,340 0 0.00 673 15.64 0.0696
2019-11-12 2019-09-30 13F GENERAL ELECTRIC COM 369604103 41,644 -4,255 372 0.0385
2019-08-14 2019-06-30 13F HERSHEY COM 427866108 4,340 66 1.54 582 18.53 0.0588
2019-08-14 2019-06-30 13F GENERAL ELECTRIC COM 369604103 45,899 -4,442 482 0.0487
2019-05-15 2019-03-31 13F HERSHEY COM 427866108 4,274 -74 -1.70 491 5.36 0.0541
2019-05-15 2019-03-31 13F GENERAL ELECTRIC COM 369604103 50,341 -1,233 503 0.0554
2019-02-07 2018-12-31 13F HERSHEY COM 427866108 4,348 111 2.62 466 7.87 0.0581
2019-02-07 2018-12-31 13F GENERAL ELECTRIC COM 369604103 51,574 -20,425 390 0.0486
2018-11-14 2018-09-30 13F HERSHEY COM 427866108 4,237 267 6.73 432 17.07 0.0467
2018-11-14 2018-09-30 13F GENERAL ELECTRIC COM 369604103 71,999 -4,098 813 0.0879
2018-08-14 2018-06-30 13F HERSHEY COM 427866108 3,970 -81,773 -95.37 369 -68.08 0.0269
2018-08-14 2018-06-30 13F GENERAL ELECTRIC COM 369604103 76,097 -9,646 1,035 0.0754
2018-05-14 2018-03-31 13F GENERAL ELECTRIC COM 369604103 85,743 5,338 6.64 1,156 -17.61 0.0896
2018-02-13 2017-12-31 13F GENERAL ELECTRIC COM 369604103 80,405 -25,238 -23.89 1,403 -45.07 0.1091
2018-04-03 2017-09-30 13F/A-1 GENERAL ELECTRIC COM 369604103 105,643 20,759 24.46 2,554 0.39 0.2264
2017-11-15 2017-09-30 13F GENERAL ELECTRIC COM 369604103 105,286 20,402 2,467
2017-09-20 2017-06-30 13F/A-1 GENERAL ELECTRIC COM 369604103 84,884 -616 -0.72 2,544 -0.70 0.3917
2017-07-12 2017-06-30 13F GENERAL ELECTRIC COM 369604103 84,884 2,544
2017-09-20 2017-03-31 13F/A-1 GENERAL ELECTRIC COM 369604103 85,500 19,765 30.07 2,562 23.35 0.2610
2017-05-15 2017-03-31 13F GENERAL ELECTRIC COM 369604103 85,500 19,765 2,562
2017-02-14 2016-12-31 13F GENERAL ELECTRIC COM 369604103 65,735 65,735 2,077 0.2651
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.