HERSHEY TRUST CO

Q1 2025 13F-HR Holdings

Location
Hershey, PA
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
6
Total value ($000)
$9,705,092
Net value change ($000)
+104,618 (1.1%)
New positions
4
Sold out positions
3
Turnover %
191.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HERSHEY COMPANY CLASS B 9,340,292 NEW
NU 5,418 NEW
SNOW 3,523 292.9%
HSY 3,472 1.0%
WRBY 1,167 NEW
DASH 74 NEW
Top Reduces (Value $000, Stocks/ETFs)
HSY -9,248,544 -100.0%
CART -441 -100.0%
HOOD -342 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type