Latest HERSHEY TRUST CO Stock Portfolio
HERSHEY TRUST CO Performance:
2025 Q3: 12.71%YTD: 9.41%2024: -9.17%
Performance for 2025 Q3 is 12.71%, and YTD is 9.41%, and 2024 is -9.17%.
About HERSHEY TRUST CO and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, HERSHEY TRUST CO reported an equity portfolio of $10.6 Billions as of 30 Sep, 2025.
The top stock holdings of HERSHEY TRUST CO are , HSY, IOT. The fund has invested 96.3% of it's portfolio in HERSHEY COMPANY CLASS B and 3.6% of portfolio in HERSHEY CO.
The fund managers got completely rid off NU HLDGS LTD (NU) stocks. They significantly reduced their stock positions in PONY AI INC and HERSHEY CO (HSY). HERSHEY TRUST CO opened new stock positions in PDD HOLDINGS INC (PDD), FRESHWORKS INC (FRSH) and ALECTOR INC (ALEC). The fund showed a lot of confidence in some stocks as they added substantially to SAMSARA INC (IOT).
The top stock holdings of HERSHEY TRUST CO are , HSY, IOT. The fund has invested 96.3% of it's portfolio in HERSHEY COMPANY CLASS B and 3.6% of portfolio in HERSHEY CO.
The fund managers got completely rid off NU HLDGS LTD (NU) stocks. They significantly reduced their stock positions in PONY AI INC and HERSHEY CO (HSY). HERSHEY TRUST CO opened new stock positions in PDD HOLDINGS INC (PDD), FRESHWORKS INC (FRSH) and ALECTOR INC (ALEC). The fund showed a lot of confidence in some stocks as they added substantially to SAMSARA INC (IOT).
HERSHEY TRUST CO Annual Return Estimates Vs S&P 500
Our best estimate is that HERSHEY TRUST CO made a return of 12.71% in the last quarter. In trailing 12 months, it's portfolio return was -3.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| pdd holdings inc | 1,073,620 |
| freshworks inc | 123,644 |
| alector inc | 30,447 |
New stocks bought by HERSHEY TRUST CO
Additions
| Ticker | % Inc. |
|---|---|
| samsara inc | 22.64 |
Additions to existing portfolio by HERSHEY TRUST CO
Reductions
| Ticker | % Reduced |
|---|---|
| pony ai inc | -80.01 |
| hershey co | -0.01 |
HERSHEY TRUST CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nu hldgs ltd | -398,511 |
HERSHEY TRUST CO got rid off the above stocks
Sector Distribution
HERSHEY TRUST CO has about 96.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.3 |
| Consumer Defensive | 3.6 |
Market Cap. Distribution
HERSHEY TRUST CO has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.3 |
| LARGE-CAP | 3.7 |
Stocks belong to which Index?
About 3.7% of the stocks held by HERSHEY TRUST CO either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.3 |
| S&P 500 | 3.7 |
HERSHEY TRUST CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HERSHEY TRUST CO
HERSHEY TRUST CO has 8 stocks in it's portfolio. ABNB proved to be the most loss making stock for the portfolio. was the most profitable stock for HERSHEY TRUST CO last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 0.01 | 7,259 | 881,388 | unchanged | 0.00 | ||
| ALEC | alector inc | 0.00 | 10,286 | 30,447 | new | |||
| FRSH | freshworks inc | 0.00 | 10,505 | 123,644 | new | |||
| HSY | hershey co | 3.64 | 2,066,220 | 386,486,000 | reduced | -0.01 | ||
| IOT | samsara inc | 0.01 | 34,420 | 1,282,140 | added | 22.64 | ||
| NU | nu hldgs ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PDD | pdd holdings inc | 0.01 | 8,123 | 1,073,620 | new | |||
| hershey company class b | 96.32 | 54,612,000 | 10,215,200,000 | unchanged | 0.00 | |||
| pony ai inc | 0.00 | 4,188 | 94,188 | reduced | -80.01 | |||