HERSHEY TRUST CO

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$10.3B

Total Positions

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

HERSHEY COMP96.35%

HSY3.65%

IOT0.00%

ABNB0.00%

ALEC0.00%

Fund DNA Profile

Investing personality from behavioral dimensions

Concentrated Value

80% match

High-conviction, long-duration bets in concentrated portfolios

Position Outcomes

Best and worst performing positions by estimated return

Airbnb Inc

Avg $134.52 · $3,284 est. P&L

Upgrade to Pro to see the worst-performing positions.

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(5 positions)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
001017466 HERSHEY COMPANY CLASS B	54.6M	$9.9B	96.3%	—	—	—	—	Unchanged 0
HSY Hershey Co/The	2.1M	$376M	3.6%	—	$231.24	-21.21%	11 qtrs	Decreased 0
IOT Samsara Inc	13,432	$476,164	0.0%	—	$39.16	-8.12%	3 qtrs	Decreased 0
ABNB Airbnb Inc	1,374	$186,479	0.0%	—	$134.52	+1.78%	3 qtrs	Decreased 0
ALEC ALECTOR INC C	20,572	$32,092	0.0%	—	$2.29	-33.48%	2 qtrs	Increased 35

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer