Hershey Trust CO Portfolio Holdings

Hershey Trust CO

  • $365 Million
  • Q1 2025

Hershey Trust CO has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $365 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hershey CO with a value of $353M, Nu Holdings Ltd. with a value of $5.42M, Snowflake Inc. with a value of $4.73M, Warby Parker Inc. with a value of $1.17M, and Door Dash, Inc. with a value of $73K.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $351M to 365M.

Hershey Trust CO is based out at Hershey, PA

Below you can find more details about Hershey Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $365 Million
Consumer Defensive: $353 Million
Financial Services: $5.42 Million
Technology: $4.73 Million
Healthcare: $1.17 Million
Communication Services: $73,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.6B
$353 Million 96.88% of portfolio
2,066,397
Q4 2024 Added 0.01%
$42.8B
$5.42 Million 1.48% of portfolio
529,064
Q1 2025 New
$65.8B
$4.73 Million 1.3% of portfolio
32,336
Q1 2025 Added 315.1%
$1.92B
$1.17 Million 0.32% of portfolio
63,994
Q1 2025 New
$74.7B
$73,000 0.02% of portfolio
403
Q1 2025 New
Hershey Company Class B
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $365 Million
  • Prior Value $351 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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