Latest HERSHEY TRUST CO Stock Portfolio
HERSHEY TRUST CO Performance:
2025 Q1: 0.67%YTD: 0.67%2024: -9.17%
Performance for 2025 Q1 is 0.67%, and YTD is 0.67%, 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 $9.7 Billions as of 31 Mar, 2025.
The top stock holdings of HERSHEY TRUST CO are , HSY, NU. The fund has invested 96.2% of it's portfolio in HERSHEY COMPANY CLASS B and 3.6% of portfolio in HERSHEY CO.
The fund managers got completely rid off HERSHEY COMPANY CLASS B (HSY), MAPLEBEAR INC and ROBINHOOD MKTS INC (HOOD) stocks. HERSHEY TRUST CO opened new stock positions in HERSHEY COMPANY CLASS B, NU HLDGS LTD (NU) and WARBY PARKER INC (WRBY). The fund showed a lot of confidence in some stocks as they added substantially to SNOWFLAKE INC (SNOW).
The top stock holdings of HERSHEY TRUST CO are , HSY, NU. The fund has invested 96.2% of it's portfolio in HERSHEY COMPANY CLASS B and 3.6% of portfolio in HERSHEY CO.
The fund managers got completely rid off HERSHEY COMPANY CLASS B (HSY), MAPLEBEAR INC and ROBINHOOD MKTS INC (HOOD) stocks. HERSHEY TRUST CO opened new stock positions in HERSHEY COMPANY CLASS B, NU HLDGS LTD (NU) and WARBY PARKER INC (WRBY). The fund showed a lot of confidence in some stocks as they added substantially to SNOWFLAKE INC (SNOW).
HERSHEY TRUST CO Annual Return Estimates Vs S&P 500
Our best estimate is that HERSHEY TRUST CO made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was -12.35%.
New Buys
| Ticker | $ Bought |
|---|---|
| hershey company class b | 9,340,290,000 |
| nu hldgs ltd | 5,417,620 |
| warby parker inc | 1,166,610 |
| doordash inc | 73,656 |
New stocks bought by HERSHEY TRUST CO
Additions
| Ticker | % Inc. |
|---|---|
| snowflake inc | 315 |
Additions to existing portfolio by HERSHEY TRUST CO
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| hershey company class b | -9,248,540,000 |
| maplebear inc | -441,082 |
| robinhood mkts inc | -341,674 |
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 3.6% 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 | 3.6 |
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 6 stocks in it's portfolio. SNOW proved to be the most loss making stock for the portfolio. HSY was the most profitable stock for HERSHEY TRUST CO last quarter.
Last Reported on: 14 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| hershey company class b | 96.24 | 54,612,000 | 9,340,290,000 | new | ||||
| HSY | hershey co | 3.64 | 2,066,400 | 353,416,000 | unchanged | 0.00 | ||
| NU | nu hldgs ltd | 0.06 | 529,064 | 5,417,620 | new | |||
| SNOW | snowflake inc | 0.05 | 32,336 | 4,726,230 | added | 315 | ||
| WRBY | warby parker inc | 0.01 | 63,994 | 1,166,610 | new | |||
| DASH | doordash inc | 0.00 | 403 | 73,656 | new | |||
| HOOD | robinhood mkts inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| maplebear inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||
| HSY | hershey company class b | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
