Hershey Trust Co.
Institutional investor · Portfolio as of Q2 2026
Top Holdings2 positions
| 54.6M | $9.6B | 97.6% | — | — | — | Unchanged 0 | |
 The Hershey Company | 1.3M | $234.4M | 2.4% | $227.12 | -21.59% | 13 qtrssince 2023-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q1 | $13,069,505,000 | 9.76365821947% |
| 2022-Q2 | $12,706,155,000 | -2.7801358965% |
| 2022-Q3 | $12,838,477,000 | 1.04140080142% |
| 2023-Q3 | $11,359,082,679 | -11.5231294257% |
| 2025-Q2 | $9,408,534,159 | -17.1717080958% |
| 2025-Q3 | $10,605,148,538 | 12.7183933095% |
Hershey Trust Co. manages $9.8B across 2 positions as of Q2 2026. Top holdings: HERSHEY COMPANY CLASS B (97.6%), HSY (2.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1.5/5.0.
Exited IOT; trimmed 1, led by HSY (−610,000 shares). No standout high-conviction moves this quarter. Portfolio: $9.8B across 2 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR