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HERSHEY TRUST CO
HERSHEY TRUST CO is an institution, managing $389.9M across 6 long positions as of Q3 2025 with 99% Consumer Defensive concentration, with only 6 positions, and 99% allocation to HSY.
- Portfolio Value
- $389.9M
- Positions
- 6
- Top Holding
- HSY at 99.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HERSHEY TRUST CO's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Food Confectioners Consumer Defensive | $386.5M | 99.13% | -$33.3K Sold | 1.02% 2.1M shares | |
Software - Infrastructure Technology | $1.3M | 0.33% | +$236.6K Bought | 0.01% 34.4K shares | |
Unknown Unknown | $1.1M | 0.28% | +$1.1M Bought | — 8.1K shares | |
Travel Services Consumer Cyclical | $881.4K | 0.23% | — | 0.00% 7.3K shares | |
Software - Application Technology | $123.6K | 0.03% | +$123.6K New | — 10.5K shares | |
Biotechnology Healthcare | $30.4K | 0.01% | +$30.4K Bought | 0.01% 10.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HERSHEY TRUST CO's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+22.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-0.01% |
Analytics
Portfolio insights and performance metrics for HERSHEY TRUST CO
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available