Hershey Trust Company Portfolio holdings
Hershey Trust Company manages the charitable trusts endowed by Milton Hershey, chiefly the one that funds the Milton Hershey School for lower-income children. It began in 1905 as the bank for the new community around Milton Hershey's chocolate factory. In 1918 its role changed when Hershey handed the Hershey Chocolate Company to the school's trust, and in 1925 a separate bank, Hershey National Bank, took over everyday banking so the trust company could concentrate on its trustee duties. The company went after private wealth management clients from 1989, then sold that business to Bryn Mawr Trust in 2011.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cerebras Systems
CBRS
|
+$6.61M |
| 2 |
SpaceX
SPCX
|
+$485K |
| 3 |
Maplebear
CART
|
+$450K |
| 4 |
Ethos Technologies Inc
LIFE
|
+$383K |
| 5 |
Figma
FIG
|
+$183K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hershey
HSY
|
+$113M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 98.66% |
| 2 | Consumer Staples | 1.26% |
| 3 | Technology | 0.07% |
| 4 | Industrials | 0.01% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Hershey
HSY
$34.9B
| $110M | 1.26% |
696,119
-640,000
| -48% | -$113M |
2023 Q2
13 quarters
|
|
|
2
Cerebras Systems
CBRS
$25.1B
| $5.84M | 0.07% |
+32,876
| New | +$6.61M |
2026 Q3
0 quarters
|
|
|
3
SpaceX
SPCX
$1.88T
| $529K | 0.01% |
+3,505
| New | +$485K |
2026 Q3
0 quarters
|
|
|
4
Ethos Technologies Inc
LIFE
$2.19B
| $431K | ﹤0.01% |
+12,845
| New | +$383K |
2026 Q3
0 quarters
|
|
|
5
Maplebear
CART
$14B
| $411K | ﹤0.01% |
+9,524
| New | +$450K |
2026 Q3
0 quarters
|
|
|
6
Figma
FIG
$10.4B
| $161K | ﹤0.01% |
+7,653
| New | +$183K |
2026 Q3
0 quarters
|
|
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Hershey Trust Company's Q3 2026 Portfolio in Review
As of Q3 2026, Hershey Trust Company held 7 positions worth $8.72B, down 11% from $9.8B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Hershey Trust Company's Q3 2026 filing shows 5 new and 1 reduced positions. Its largest new stake was Cerebras Systems: 32,876 shares worth $5.84M. The largest sale was Hershey, an estimated $113M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 98% a quarter earlier, followed by Consumer Staples and Technology.
- Hershey Trust Company's largest Q3 2026 buy was Cerebras Systems: 32,876 shares worth $5.84M.
- Hershey Trust Company's biggest Q3 2026 reduction was Hershey, cutting an estimated $113M.
- Hershey Trust Company's ten largest holdings make up 100% of its $8.72B portfolio in Q3 2026.
- Hershey Trust Company opened 5 new positions and closed 0 in Q3 2026.
- Hershey Trust Company's portfolio value fell 11% quarter-over-quarter to $8.72B.
Based on Hershey Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.