The Hershey Company
US ˙ NYSE ˙ US4278661081

SecurityHSY / The Hershey Company
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership10,800 shares
Latest Disclosed Value $ 2,020,140
Wetherby Asset Management Inc reports 5.16% increase in ownership of HSY / The Hershey Company

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 10,800 shares of The Hershey Company (US:HSY) valued at $2,020,140 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 10,270 shares of The Hershey Company. This represents a change in shares of 5.16% during the quarter. The current value of the position is $1,993,464 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)
2025-11-14 2025-09-30 13F HERSHEY COM 427866108 10,800 530 5.16 2,020 18.54 0.0602
2025-08-14 2025-06-30 13F HERSHEY COM 427866108 10,270 1,531 17.52 1,704 15.21 0.0759
2025-02-14 2024-12-31 13F HERSHEY COM 427866108 8,739 -178 -2.00 1,480 -13.51 0.0710
2024-11-14 2024-09-30 13F HERSHEY COM 427866108 8,917 1,351 17.86 1,710 23.02 0.0782
2024-08-14 2024-06-30 13F HERSHEY COM 427866108 7,566 532 7.56 1,391 1.61 0.0656
2024-05-15 2024-03-31 13F HERSHEY COM 427866108 7,034 65 0.93 1,368 5.31 0.0652
2024-02-14 2023-12-31 13F HERSHEY COM 427866108 6,969 304 4.56 1,299 -2.55 0.0677
2023-11-14 2023-09-30 13F HERSHEY COM 427866108 6,665 -2,039 -23.43 1,334 -38.66 0.0756
2023-08-14 2023-06-30 13F HERSHEY COM 427866108 8,704 -63 -0.72 2,173 -2.56 0.1170
2023-05-12 2023-03-31 13F HERSHEY COM 427866108 8,767 -1,128 -11.40 2,230 -2.66 0.1305
2023-02-14 2022-12-31 13F HERSHEY COM 427866108 9,895 785 8.62 2,291 14.09 0.1472
2022-11-14 2022-09-30 13F HERSHEY COM 427866108 9,110 1,311 16.81 2,008 19.67 0.1416
2022-08-15 2022-06-30 13F HERSHEY COM 427866108 7,799 1,916 32.57 1,678 31.71 0.1145
2022-05-16 2022-03-31 13F HERSHEY COM 427866108 5,883 224 3.96 1,274 16.35 0.0730
2022-02-14 2021-12-31 13F HERSHEY COM 427866108 5,659 52 0.93 1,095 15.38 0.0615
2021-11-15 2021-09-30 13F HERSHEY COM 427866108 5,607 -100 -1.75 949 -4.53 0.0586
2021-08-16 2021-06-30 13F HERSHEY COM 427866108 5,707 89 1.58 994 11.81 0.0606
2021-08-16 2021-06-30 13F GENERAL ELECTRIC COM 369604103 116,063 -924 1,562 0.0953
2021-05-14 2021-03-31 13F HERSHEY COM 427866108 5,618 -244 -4.16 889 -0.45 0.0678
2021-05-14 2021-03-31 13F GENERAL ELECTRIC COM 369604103 116,987 -40,889 1,536 0.1171
2021-02-11 2020-12-31 13F HERSHEY COM 427866108 5,862 5,508 1,555.93 893 1,650.98 0.0606
2021-02-11 2020-12-31 13F GENERAL ELECTRIC COM 369604103 157,876 18,523 1,705 0.1156
2020-12-16 2020-09-30 13F/A-01 HERSHEY COM 427866108 5,558 179 797 0.0731
2020-12-16 2020-09-30 13F/A-01 GENERAL ELECTRIC COM 369604103 139,353 27,331 868 0.0796
2020-12-16 2020-09-30 13F/A-02 HERSHEY COM 427866108 354 -5,025 -93.42 51 -92.68 0.1532
2020-11-13 2020-09-30 13F HERSHEY COM 427866108 5,982 603 857 54,512.7249
2020-11-13 2020-09-30 13F GENERAL ELECTRIC COM 369604103 150,704 38,682 938 59,665.0362
2020-08-14 2020-06-30 13F HERSHEY COM 427866108 5,379 -491 -8.36 697 -10.30 0.0661
2020-08-14 2020-06-30 13F GENERAL ELECTRIC COM 369604103 112,022 -29,892 765 0.0725
2020-05-06 2020-03-31 13F HERSHEY COM 427866108 5,870 63 1.08 777 -8.91 0.0872
2020-05-06 2020-03-31 13F GENERAL ELECTRIC COM 369604103 141,914 -38,573 1,126 0.1264
2020-01-28 2019-12-31 13F HERSHEY COM 427866108 5,807 255 4.59 853 -0.93 0.0840
2020-01-28 2019-12-31 13F GENERAL ELECTRIC COM 369604103 180,487 14,646 2,014 0.1984
2019-10-31 2019-09-30 13F HERSHEY COM 427866108 5,552 217 4.07 861 20.42 0.0899
2019-10-31 2019-09-30 13F GENERAL ELECTRIC COM 369604103 165,841 -43,271 1,482 0.1547
2019-07-25 2019-06-30 13F HERSHEY COM 427866108 5,335 254 5.00 715 22.64 0.0783
2019-07-25 2019-06-30 13F GENERAL ELECTRIC COM 369604103 209,112 14,203 2,196 0.2404
2019-07-25 2019-03-31 13F/A-1 HERSHEY COM 427866108 5,081 850 20.09 583 28.41 0.0726
2019-07-25 2019-03-31 13F/A-1 GENERAL ELECTRIC COM 369604103 194,909 69,161 1,948 0.2426
2019-05-09 2019-03-31 13F HERSHEY COM 427866108 5,081 850 583
2019-05-09 2019-03-31 13F GENERAL ELECTRIC COM 369604103 194,909 69,161 1,948
2019-01-30 2018-12-31 13F HERSHEY COM 427866108 4,231 778 22.53 454 28.98 0.0642
2019-01-30 2018-12-31 13F GENERAL ELECTRIC COM 369604103 125,748 -5,756 951 0.1345
2018-11-07 2018-09-30 13F HERSHEY COM 427866108 3,453 305 9.69 352 20.14 0.0435
2018-11-07 2018-09-30 13F GENERAL ELECTRIC COM 369604103 131,504 -28,267 1,485 0.1834
2018-07-24 2018-06-30 13F HERSHEY COM 427866108 3,148 -6 -0.19 293 -6.09 0.0397
2018-07-24 2018-06-30 13F GENERAL ELECTRIC COM 369604103 159,771 13,722 2,175 0.2944
2018-05-04 2018-03-31 13F HERSHEY COM 427866108 3,154 -440 -12.24 312 -23.53 0.0431
2018-05-04 2018-03-31 13F GENERAL ELECTRIC COM 369604103 146,049 733 1,969 0.2718
2018-02-09 2017-12-31 13F HERSHEY COM 427866108 3,594 397 12.42 408 16.91 0.0566
2018-02-09 2017-12-31 13F GENERAL ELECTRIC COM 369604103 145,316 -32,044 2,536 0.3519
2017-11-13 2017-09-30 13F HERSHEY COM 427866108 3,197 -23 -0.71 349 0.87 0.0519
2017-11-13 2017-09-30 13F GENERAL ELECTRIC COM 369604103 177,360 -22,451 4,289 0.6380
2017-08-01 2017-06-30 13F HERSHEY COM 427866108 3,220 383 13.50 346 11.61 0.0589
2017-08-01 2017-06-30 13F GENERAL ELECTRIC COM 369604103 199,811 2,896 5,397 0.9182
2017-04-27 2017-03-31 13F HERSHEY COM 427866108 2,837 227 8.70 310 14.81 0.0557
2017-04-27 2017-03-31 13F GENERAL ELECTRIC COM 369604103 196,915 -6,533 5,868 1.0553
2017-02-08 2016-12-31 13F HERSHEY COM 427866108 2,610 198 8.21 270 17.39 0.0529
2017-02-08 2016-12-31 13F GENERAL ELECTRIC COM 369604103 203,448 2,137 6,429 1.2591
2016-11-14 2016-09-30 13F HERSHEY COM 427866108 2,412 140 6.16 230 -10.85 0.0465
2016-11-14 2016-09-30 13F GENERAL ELECTRIC COM 369604103 201,311 4,099 5,963 1.2063
2016-08-10 2016-06-30 13F HERSHEY COM 427866108 2,272 84 3.84 258 27.72 0.0572
2016-08-10 2016-06-30 13F GENERAL ELECTRIC COM 369604103 197,212 4,198 6,208 1.3762
2016-05-10 2016-03-31 13F HERSHEY COM 427866108 2,188 -280 -11.35 202 -8.18 0.0476
2016-05-10 2016-03-31 13F GENERAL ELECTRIC COM 369604103 193,014 8,371 6,136 1.4461
2016-02-08 2015-12-31 13F HERSHEY COM 427866108 2,468 152 6.56 220 3.29 0.0527
2016-02-08 2015-12-31 13F GENERAL ELECTRIC COM 369604103 184,643 350 5,752 1.3791
2015-11-12 2015-09-30 13F HERSHEY COM 427866108 2,316 -174,127 -98.69 213 -95.46 0.0546
2015-11-12 2015-09-30 13F GENERAL ELECTRIC COM 369604103 184,293 7,850 4,648 1.1909
2015-08-12 2015-06-30 13F GENERAL ELECTRIC COM 369604103 176,443 174,336 8,274.13 4,688 2,100.94 1.1270
2015-05-08 2015-03-31 13F HERSHEY COM 427866108 2,107 -165 -7.26 213 -9.75 0.0519
2015-05-08 2015-03-31 13F GENERAL ELECTRIC COM 369604103 170,960 5,713 4,242 1.0327
2015-02-12 2014-12-31 13F HERSHEY COM 427866108 2,272 -330 -12.68 236 -4.84 0.0594
2015-02-12 2014-12-31 13F GENERAL ELECTRIC COM 369604103 165,247 6,313 4,176 1.0502
2014-11-03 2014-09-30 13F HERSHEY COM 427866108 2,602 -66 -2.47 248 -4.62 0.0691
2014-11-03 2014-09-30 13F GENERAL ELECTRIC COM 369604103 158,934 2,756 4,072 1.1352
2014-08-01 2014-06-30 13F HERSHEY COM 427866108 2,668 -44 -1.62 260 -8.45 0.0734
2014-08-01 2014-06-30 13F GENERAL ELECTRIC COM 369604103 156,178 -3,575 4,104 1.1585
2014-05-05 2014-03-31 13F/A-1 HERSHEY COM 427866108 2,712 226 9.09 284 17.36 0.0814
2014-05-05 2014-03-31 13F/A-1 GENERAL ELECTRIC COM 369604103 159,753 -6,789 4,136 1.1856
2014-04-30 2014-03-31 13F HERSHEY COM 427866108 2,712 284
2014-04-30 2014-03-31 13F GENERAL ELECTRIC COM 369604103 159,753 4,136
2014-01-29 2013-12-31 13F HERSHEY COM 427866108 2,486 90 3.76 242 9.01 0.0690
2014-01-29 2013-12-31 13F GENERAL ELECTRIC COM 369604103 166,542 1,523 4,668 1.3313
2013-10-29 2013-09-30 13F HERSHEY COM 427866108 2,396 86 3.72 222 7.77 0.0693
2013-10-29 2013-09-30 13F GENERAL ELECTRIC COM 369604103 165,019 2,478 3,942 1.2299
2013-07-24 2013-06-30 13F HERSHEY COM 427866108 2,310 2,310 206 0.0718
2013-07-24 2013-06-30 13F GENERAL ELECTRIC COM 369604103 162,541 162,541 3,769 1.3136
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.