HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2026
Top Holdings3 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 54.6M | $11.4B | 96.6% | — | — | — | Unchanged 0 | |
HERSHEY CO/THE | 1.9M | $404.6M | 3.4% | $231.24 | +1.26% | 12 qtrssince 2023-Q2 | Decreased 0 |
SAMSARA INC | 13,432 | $425,660 | 0.0% | $39.16 | -0.41% | 4 qtrssince 2025-Q2 | Unchanged 0 |
HERSHEY TRUST CO manages $11.8B across 3 positions as of Q1 2026. Top holdings: HERSHEY COMPANY CLASS B (96.6%), HSY (3.4%), IOT (0.0%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Exited 2, trimmed 1. No standout high-conviction moves this quarter. Portfolio: $11.8B across 3 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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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