Hershey Trust
HERSHEY, PAfiles as HERSHEY TRUST CO
$9.8bn in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.1% of the portfolio this quarter.
Value
$9.8bn
Stocks
2
Top 10 share
100.0%
Turnover
1.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- HersheyHSY2.4% of the fund-31%
Sold out
Sold their entire stake.
- SamsaraIOT-100%
Holdings
- Hershey Company Class B
- Share
- 97.6%
- Value
- $9.6bn
- Shares
- 54,612,012
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Hershey Company Class B | 97.6% | $9.6bn | 54,612,012 | Held |
| HersheyHSY | 2.4% | $234m | 1,336,119 | -31% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 4.3% since 30 June 2025.
Where the money is
Everyday goods2.4%
Other97.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.