2026 Q1 Portfolio Activity
In 2026 Q1, HERSHEY TRUST CO maintained a portfolio of 5 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
5
Quarter
2026 Q1
Top Holding
N/A (96.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
HERSHEY TRUST CO Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
HERSHEY COMPANY...
|
|
Unknown | 96.56% | 96.35% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
54,612,012 | $11,353,291,175 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
HSY
HERSHEY CO
|
Consumer Defensive | 3.44% | 3.65% |
#2
Prev: #2
|
3.4 |
—
|
-120,014 | -5.8% |
P
S
|
1,946,119 | $404,578,679 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IOT
SAMSARA INC
|
Technology | 0.00% | 0.00% |
#3
Prev: #3
|
2.0 |
—
|
no change | no change |
P
S
|
13,432 | $425,660 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALEC
ALECTOR INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-20,572 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-1,374 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings