Hershey Trust Company
Latest statistics and disclosures from Hershey Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Hershey Company Class B, HSY, IOT, and represent 100.00% of Hershey Trust's stock portfolio.
- Reduced shares in these 3 stocks: HSY (-$25M), ABNB, ALEC.
- Sold out of its positions in ABNB, ALEC.
- Hershey Trust was a net seller of stock by $-25M.
- Hershey Trust has $12B in assets under management (AUM), dropping by 13.99%.
- Central Index Key (CIK): 0000908551
Tip: Access up to 7 years of quarterly data
Positions held by Hershey Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Hershey Trust
Hershey Trust holds 3 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hershey Company Class B | 96.6 | $11B | 55M | 207.89 |
|
|
| Hershey Company (HSY) | 3.4 | $405M | -5% | 1.9M | 207.89 |
|
| Samsara Com Cl A (IOT) | 0.0 | $426k | 13k | 31.69 |
|
Past Filings by Hershey Trust
SEC 13F filings are viewable for Hershey Trust going back to 2011
- Hershey Trust 2026 Q1 filed May 15, 2026
- Hershey Trust 2025 Q4 filed Feb. 10, 2026
- Hershey Trust 2025 Q3 filed Nov. 14, 2025
- Hershey Trust 2025 Q2 filed Aug. 13, 2025
- Hershey Trust 2025 Q1 filed May 14, 2025
- Hershey Trust 2024 Q4 filed Feb. 14, 2025
- Hershey Trust 2024 Q3 filed Nov. 12, 2024
- Hershey Trust 2024 Q2 filed Aug. 12, 2024
- Hershey Trust 2024 Q1 filed May 10, 2024
- Hershey Trust 2023 Q4 filed Feb. 14, 2024
- Hershey Trust 2023 Q3 filed Nov. 14, 2023
- Hershey Trust 2023 Q2 filed Aug. 11, 2023
- Hershey Trust 2023 Q1 filed May 12, 2023
- Hershey Trust 2022 Q4 filed Feb. 14, 2023
- Hershey Trust 2022 Q3 filed Nov. 15, 2022
- Hershey Trust 2022 Q2 filed Aug. 15, 2022