Hershey Trust Co.

Institutional manager·CIK 0000908551
Annual return '25
+25.9%
SPY '25
+17.7%
Alpha
+8.1ptsvs SPY
Invested
$11.8B
Holdings
2
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-10%+0%+30%Hershey +25.9%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$HSY
HERSHEY CO
Q1 2026: Exited (was 2.07M shares)
99.9%
02
$IOT
SAMSARA INC
Q1 2026: Exited (was 13.4k shares)
0.1%
See all 2 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.