Latest HERSHEY TRUST CO Stock Portfolio
$11.76Billion– No. of Holdings #3
HERSHEY TRUST CO Performance:
2026 Q1: 14.22%YTD: 14.22%2025: 6.44%
Performance for 2026 Q1 is 14.22%, and YTD is 14.22%, and 2025 is 6.44%.
About HERSHEY TRUST CO and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, HERSHEY TRUST CO reported an equity portfolio of $11.8 Billions as of 31 Mar, 2026.
The top stock holdings of HERSHEY TRUST CO are , HSY, IOT. The fund has invested 96.6% of it's portfolio in HERSHEY COMPANY CLASS B and 3.4% of portfolio in HERSHEY CO.
The fund managers got completely rid off AIRBNB INC (ABNB) and ALECTOR INC (ALEC) stocks. They significantly reduced their stock positions in HERSHEY CO (HSY).
The top stock holdings of HERSHEY TRUST CO are , HSY, IOT. The fund has invested 96.6% of it's portfolio in HERSHEY COMPANY CLASS B and 3.4% of portfolio in HERSHEY CO.
The fund managers got completely rid off AIRBNB INC (ABNB) and ALECTOR INC (ALEC) stocks. They significantly reduced their stock positions in HERSHEY CO (HSY).
HERSHEY TRUST CO Equity Portfolio Value
Last Reported on: 15 May, 2026
HERSHEY TRUST CO Annual Return Estimates Vs S&P 500
Our best estimate is that HERSHEY TRUST CO made a return of 14.22% in the last quarter. In trailing 12 months, it's portfolio return was 21.54%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| hershey co | -5.81 |
HERSHEY TRUST CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alector inc | -32,092 |
| airbnb inc | -186,479 |
HERSHEY TRUST CO got rid off the above stocks
Sector Distribution
HERSHEY TRUST CO has about 96.6% of it's holdings in Others sector.
- Others
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 96.6 |
| Consumer Defensive | 3.4 |
Market Cap. Distribution
HERSHEY TRUST CO has about 3.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.6 |
| LARGE-CAP | 3.4 |
Stocks belong to which Index?
About 3.4% of the stocks held by HERSHEY TRUST CO either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.6 |
| S&P 500 | 3.4 |
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 3 stocks in it's portfolio. IOT 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: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALEC | alector inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HSY | hershey co | 3.44 | 1,946,120 | 404,579,000 | reduced | -5.81 | ||
| IOT | samsara inc | 0.00 | 13,432 | 425,660 | unchanged | 0.00 | ||
| hershey company class b | 96.56 | 54,612,000 | 11,353,300,000 | unchanged | 0.00 | |||