HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2025
SEC EDGAR SourceSEC Filings
HERSHEY TRUST CO manages $9.7B across 6 positions as of Q1 2025. Top holdings: HERSHEY COMPANY CLASS B (96.2%), HSY (3.6%), NU (0.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Q1 2025 Summary
Added 4 new positions, exited 3, increased 1. Top move: SNOW (INCREASED, conviction 46). Portfolio: $9.7B across 6 positions.
Top holdings by portfolio weight
HERSHEY COMP96.24%
HSY3.64%
NU0.06%
SNOW0.05%
WRBY0.01%
DASH0.00%
CART0.00%
HOOD0.00%
HSYFB0.00%
Portfolio allocation by GICS sector
Consumer Defensive96.88%
Financial Services1.49%
Technology1.30%
Healthcare0.32%
Consumer Cyclical0.02%
Behavioral investing profile
Momentum Trader70%
7-dimension quality assessment
Weak(1.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings6 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 54.6M | $9.3B | 96.2% | — | — | — | New 100 | |
HERSHEY CO | 2.1M | $353.4M | 3.6% | $231.24 | -28.27% | 8 qtrssince 2023-Q2 | Unchanged 0 |
NU HLDGS LTD | 529,064 | $5.4M | 0.1% | $10.35 | 0.00% | 1 qtr | New 40 |
SNOWFLAKE INC | 32,336 | $4.7M | 0.0% | $151.68 | +3.82% | 2 qtrssince 2024-Q4 | Increased 46 |
WARBY PARKER INC | 63,994 | $1.2M | 0.0% | $18.67 | +53.88% | 1 qtr | New 38 |
DOORDASH INC | 403 | $73,656 | 0.0% | $182.61 | -12.82% | 1 qtr | New 32 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer