HERSHEY TRUST CO
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
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: 1/5.0.
Q1 2026 Summary
Exited 2, trimmed 1. No standout high-conviction moves this quarter. Portfolio: $11.8B across 3 positions.
Top holdings by portfolio weight
HERSHEY COMP96.56%
HSY3.44%
IOT0.00%
Portfolio allocation by GICS sector
Consumer Defensive99.89%
Technology0.11%
Behavioral investing profile
Momentum Trader70%
Position Outcomes
Best and worst performing positions by estimated return
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.
Top Holdings3 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 54.6M | $11.4B | 96.6% | — | — | — | Unchanged 0 | |
HERSHEY CO | 1.9M | $404.6M | 3.4% | $231.24 | -19.14% | 12 qtrssince 2023-Q2 | Decreased 0 |
SAMSARA INC | 13,432 | $425,660 | 0.0% | $39.16 | -24.52% | 4 qtrssince 2025-Q2 | Unchanged 0 |
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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