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%
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. <br><br> 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. <br><br> 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
$11.76Billion
as of May 15, 2026HERSHEY 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
No new stocks were added by HERSHEY TRUST CO
Additions
No additions were made to existing positions by HERSHEY TRUST CO
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.
$11.76BTotal Value
5.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Airbnb Inc Airbnb IncABNB HERSHEY TRUST CO's holding in Airbnb Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Alector Inc Alector IncALEC HERSHEY TRUST CO's holding in Alector Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Hershey Co Hershey CoHSY HERSHEY TRUST CO's holding in Hershey Co over time | 3.44% | 1,946,120 | $404.58M 3.44% | 5.81%decreased 5.81 percentreduced | |
 Samsara Inc Samsara IncIOT HERSHEY TRUST CO's holding in Samsara Inc over time | 0% | 13,432 | $425.7K 0% | 0%unchanged 0 percentunchanged | |
Com Hershey Company Class BHershey Company Class B | 96.56% | 54,612,000 | $11.35B 96.56% | 0%unchanged 0 percentunchanged | |