HERSHEY TRUST CO
•CIK: 908551•Filing: Q4 2025
Hersey Trust Co., with $10.3 billion in assets under management, is heavily concentrated in Hershey Co. (HSY), holding 96.3% of its portfolio in the company, reflecting a highly focused investment strategy. The fund recently exited Pinduoduo (PDD) and Fresh Del Monte Produce (FRSH), and significantly reduced its position in iRobot (IOT) by 63%, indicating a strategic shift away from these holdings.
Total AUM
$10.3B
QoQ Performance
-2.7%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
HERS
HERSHEY96.3%
HSY3.6%
IOT0.0%
ABNB0.0%
ALEC0.0%
📈 Biggest Buys
ALEC
ALECTOR INC
+100.0%
0.0% of portfolio
Sector Breakdown
Other100.0%
Consumer0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑1 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023