The Hershey Company
US ˙ NYSE ˙ US4278661081

SecurityHSY / The Hershey Company
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership1,869 shares
Latest Disclosed Value $ 388,546
Principle Wealth Partners Llc ownership in HSY / The Hershey Company

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 1,869 shares of The Hershey Company (US:HSY) valued at $388,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,869 shares of The Hershey Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $342,401 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 1,869 0 0.00 389 14.12 0.0222
2026-02-06 2025-12-31 13F HERSHEY COM 427866108 1,869 0 0.00 340 -2.58 0.0191
2025-11-03 2025-09-30 13F HERSHEY COM 427866108 1,869 0 0.00 350 12.58 0.0203
2025-07-30 2025-06-30 13F HERSHEY COM 427866108 1,869 0 0.00 310 -2.82 0.0194
2025-05-06 2025-03-31 13F HERSHEY COM 427866108 1,869 0 0.00 320 0.95 0.0228
2025-01-29 2024-12-31 13F HERSHEY COM 427866108 1,869 0 0.00 317 -11.73 0.0222
2024-11-13 2024-09-30 13F HERSHEY COM 427866108 1,869 0 0.00 358 4.37 0.0254
2024-08-13 2024-06-30 13F HERSHEY COM 427866108 1,869 0 0.00 344 -5.51 0.0262
2024-04-23 2024-03-31 13F/A-1 HERSHEY COM 427866108 1,869 0 0.00 364 4.31 0.0284
2024-04-23 2024-03-31 13F HERSHEY COM 427866108 1,869 0 364 0.0284
2024-02-05 2023-12-31 13F HERSHEY COM 427866108 1,869 0 0.00 348 -6.70 0.0300
2023-11-01 2023-09-30 13F HERSHEY COM 427866108 1,869 0 0.00 374 -19.96 0.0376
2023-07-31 2023-06-30 13F HERSHEY COM 427866108 1,869 0 0.00 467 -1.89 0.0469
2023-05-10 2023-03-31 13F HERSHEY COM 427866108 1,869 0 0.00 475 9.95 0.0508
2023-02-02 2022-12-31 13F HERSHEY CO COM Stock 427866108 1,869 0 0.00 433 4.85 0.0490
2022-11-14 2022-09-30 13F HERSHEY CO COM Stock 427866108 1,869 0 0.00 412 2.49 0.0389
2022-08-02 2022-06-30 13F HERSHEY CO COM Stock 427866108 1,869 -109 -5.51 402 -6.07 0.0484
2022-05-12 2022-03-31 13F HERSHEY CO COM Stock 427866108 1,978 1 0.05 428 11.75 0.0450
2022-02-11 2021-12-31 13F HERSHEY CO COM Stock 427866108 1,977 0 0.00 383 14.33 0.0402
2021-11-16 2021-09-30 13F HERSHEY CO COM Stock 427866108 1,977 1 0.05 335 -2.62 0.0387
2021-08-13 2021-06-30 13F HERSHEY CO COM Stock 427866108 1,976 0 0.00 344 10.26 0.0391
2021-08-13 2021-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 207,349 0 2,791 0.3169
2021-05-18 2021-03-31 13F HERSHEY CO COM Stock 427866108 1,976 1 0.05 312 3.65 0.0365
2021-05-18 2021-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 207,349 24,415 2,722 0.3183
2021-02-16 2020-12-31 13F HERSHEY CO COM Stock 427866108 1,975 -171,427 -98.86 301 -72.13 0.0397
2021-02-16 2020-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 182,934 9,532 1,976 0.2604
2020-11-16 2020-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 173,402 172,943 37,678.21 1,080 1,730.51 0.3009
2020-08-14 2020-06-30 13F HERSHEY CO COM Stock 427866108 459 -213,910 -99.79 59 -96.53 0.0173
2020-08-14 2020-06-30 13F GENERAL ELECTRIC CO COM Stock 369604103 199,669 -14,700 1,364 0.4005
2020-05-13 2020-03-31 13F GENERAL ELECTRIC CO COM Stock 369604103 214,369 12,620 6.26 1,702 -24.42 0.6387
2020-02-04 2019-12-31 13F GENERAL ELECTRIC CO COM Stock 369604103 201,749 59,801 42.13 2,252 77.46 0.7192
2019-11-05 2019-09-30 13F GENERAL ELECTRIC CO COM Stock 369604103 141,948 141,948 1,269 0.4387
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.