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Hershey Trust Company 13F Portfolio

Portfolio Manager
Hershey Trust CO
Performance
-15.59% (2026 Q2)
AUM (13F)
$9.82B
# of Holdings
2
Performance Rank
Allocation (Top 20)
2.39%
Latest filing
Q2 2026

Hershey Trust CO Holdings Map

Top 1 Hershey Trust CO Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HSY
HERSHEY CO
2.39%1.34M$234.4M
-31.34%(-610.00K)
2025-Q2: 2.07M shares2025-Q3: 2.07M shares2025-Q4: 2.07M shares2026-Q1: 1.95M shares2026-Q2: 1.34M shares
$453.77(-59.68%)
2026-06-30

About Hershey Trust CO’s portfolio

Hershey Trust CO reports $9.82B in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed position is HSY (2.4%). The top 20 holdings account for 2.39% of reported assets. Its disclosed equity book has returned -27.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
HSYHERSHEY CO-31.3%

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Source filings

Holdings on this page are parsed from Hershey Trust CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 908551). View Hershey Trust CO’s 13F filings on SEC

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