Latest HERSHEY TRUST CO Stock Portfolio
HERSHEY TRUST CO Performance:
2025 Q4: -2.71%YTD: 6.44%2024: -9.17%
Performance for 2025 Q4 is -2.71%, and YTD is 6.44%, and 2024 is -9.17%.
About HERSHEY TRUST CO and 13F Hedge Fund Stock Holdings
On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, HERSHEY TRUST CO reported an equity portfolio of $10.3 Billions as of 31 Dec, 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 PDD HOLDINGS INC (PDD), FRESHWORKS INC (FRSH) and PONY AI INC stocks. They significantly reduced their stock positions in AIRBNB INC (ABNB), SAMSARA INC (IOT) and HERSHEY CO (HSY). The fund showed a lot of confidence in some stocks as they added substantially to ALECTOR INC (ALEC).
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 PDD HOLDINGS INC (PDD), FRESHWORKS INC (FRSH) and PONY AI INC stocks. They significantly reduced their stock positions in AIRBNB INC (ABNB), SAMSARA INC (IOT) and HERSHEY CO (HSY). The fund showed a lot of confidence in some stocks as they added substantially to ALECTOR INC (ALEC).
HERSHEY TRUST CO Annual Return Estimates Vs S&P 500
Our best estimate is that HERSHEY TRUST CO made a return of -2.71% in the last quarter. In trailing 12 months, it's portfolio return was 6.44%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| alector inc | 100 |
Additions to existing portfolio by HERSHEY TRUST CO
Reductions
| Ticker | % Reduced |
|---|---|
| airbnb inc | -81.07 |
| samsara inc | -60.98 |
| hershey co | 0.00 |
HERSHEY TRUST CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| freshworks inc | -123,644 |
| pdd holdings inc | -1,073,620 |
| pony ai inc | -94,188 |
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.
- Others
- Consumer Defensive
| 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.
- UNALLOCATED
- LARGE-CAP
| 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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.4 |
| 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 5 stocks in it's portfolio. proved to be the most loss making stock for the portfolio. ABNB was the most profitable stock for HERSHEY TRUST CO last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 0.00 | 1,374 | 186,479 | reduced | -81.07 | ||
| ALEC | alector inc | 0.00 | 20,572 | 32,092 | added | 100 | ||
| FRSH | freshworks inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HSY | hershey co | 3.64 | 2,066,130 | 375,995,000 | reduced | 0.00 | ||
| IOT | samsara inc | 0.00 | 13,432 | 476,164 | reduced | -60.98 | ||
| PDD | pdd holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| hershey company class b | 96.35 | 54,612,000 | 9,938,290,000 | unchanged | 0.00 | |||
| pony ai inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||