HERSHEY TRUST CO
BankCIK
908551
Location
HERSHEY, PA
Portfolio Value
Small
$404,578,678
Diversification
Highly concentrated
Filing Date
Global Rank
#2,635
/ 8,232
▲ 264
Top Industry
Confectioners
99.9%
3Y Alpha vs SPY
-24.0%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-9.4%
SPY
+76.3%
Annualised alpha
-24.0%
Max drawdown
−41.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
99.9%
+0.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,979
Highly concentrated+16
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 99.9% | $404,578,678 |
| Technology | 0.1% | $425,660 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HSY | Hershey Co | −120,014 | 1,946,119 | $404,578,678 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$404,578,678 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,946,119 | $404,578,678 | 100.00% |