The Hershey Company
US ˙ NYSE ˙ US4278661081

SecurityHSY / The Hershey Company
InstitutionNavellier & Associates Inc
Latest Disclosed Ownership2,300 shares
Latest Disclosed Value $ 478,150
Navellier & Associates Inc ownership in HSY / The Hershey Company

On May 7, 2026 - Navellier & Associates Inc filed a 13F-HR form disclosing ownership of 2,300 shares of The Hershey Company (US:HSY) valued at $478,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,300 shares of The Hershey Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $424,534 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)
2026-05-07 2026-03-31 13F Hershey COM 427866108 2,300 0 0.00 478 14.35 0.0498
2026-02-03 2025-12-31 13F Hershey com 427866108 2,300 12 0.52 419 -2.34 0.0469
2025-11-06 2025-09-30 13F Hershey COM 427866108 2,288 80 3.62 428 16.94 0.0434
2025-08-07 2025-06-30 13F Hershey COM 427866108 2,208 13 0.59 366 0.27 0.0454
2025-05-06 2025-03-31 13F Hershey COM 427866108 2,195 -232 -9.56 366 -10.98 0.0505
2025-02-03 2024-12-31 13F Hershey COM 427866108 2,427 -142 -5.53 411 -16.67 0.0493
2024-11-12 2024-09-30 13F Hershey COM 427866108 2,569 10 0.39 493 4.68 0.0668
2024-08-08 2024-06-30 13F Hershey COM 427866108 2,559 1,040 68.47 470 59.32 0.0552
2024-05-14 2024-03-31 13F Hershey COM 427866108 1,519 11 0.73 295 4.98 0.0364
2024-02-08 2023-12-31 13F Hershey COM 427866108 1,508 -2 -0.13 281 -6.95 0.0421
2023-11-09 2023-09-30 13F Hershey COM 427866108 1,510 20 1.34 302 -18.82 0.0518
2023-08-07 2023-06-30 13F Hershey COM 427866108 1,490 6 0.40 372 -1.33 0.0725
2023-05-12 2023-03-31 13F Hershey Foods COM 427866108 1,484 6 0.41 378 10.23 0.0794
2023-02-02 2022-12-31 13F Hershey Foods COM 427866108 1,478 7 0.48 342 5.56 0.0697
2022-11-09 2022-09-30 13F Hershey Foods COM 427866108 1,471 7 0.48 324 2.86 0.0720
2022-08-12 2022-06-30 13F Hershey Foods COM 427866108 1,464 6 0.41 315 -0.32 0.0676
2022-04-29 2022-03-31 13F Hershey Foods COM 427866108 1,458 6 0.41 316 12.46 0.0537
2022-02-14 2021-12-31 13F Hershey Foods COM 427866108 1,452 7 0.48 281 14.69 0.0409
2021-10-28 2021-09-30 13F Hershey Foods COM 427866108 1,445 7 0.49 245 -2.00 0.0369
2021-08-09 2021-06-30 13F Hershey Foods COM 427866108 1,438 7 0.49 250 10.62 0.0377
2021-05-12 2021-03-31 13F Hershey Foods COM 427866108 1,431 8 0.56 226 4.15 0.0406
2021-02-05 2020-12-31 13F Hershey Foods COM 427866108 1,423 7 0.49 217 6.90 0.0393
2020-11-09 2020-09-30 13F Hershey Foods COM 427866108 1,416 1,416 203 0.0443
2020-05-13 2020-03-31 13F Hershey Foods COM 427866108 0 -1,392 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Hershey Foods COM 427866108 1,392 7 0.51 205 -4.65 0.0330
2019-10-16 2019-09-30 13F Hershey Foods COM 427866108 1,385 -377,949 -99.63 215 -99.46 0.0356
2014-05-08 2014-03-31 13F Hershey Foods COM 427866108 379,334 -27,093 -6.67 39,602 0.22 1.8456
2014-02-03 2013-12-31 13F Hershey Foods COM 427866108 406,427 -45,148 -10.00 39,517 -5.40 1.7830
2013-11-05 2013-09-30 13F Hershey Foods COM 427866108 451,575 -8,897 -1.93 41,771 1.61 1.2325
2013-11-05 2013-06-30 13F/A-1 Hershey Foods COM 427866108 460,472 -7,697 -1.64 41,111 0.32 1.9604
2013-07-03 2013-06-30 13F Hershey Foods COM 427866108 496,670 44,343
2013-11-05 2013-03-31 13F/A-1 Hershey Foods COM 427866108 468,169 -11,328 -2.36 40,979 18.34 1.8992
2013-11-05 2012-12-31 13F/A-1 Hershey Foods COM 427866108 479,497 -6,559 -1.35 34,629 0.50 1.7365
2013-11-05 2012-09-30 13F/A-1 Hershey Foods COM 427866108 486,056 486,056 34,456 1.6624
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.