HERSHEY TRUST CO
All 13F Filings
- Location
- Hershey, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 10,314,984
- Description
- Hershey Pennsylvania based relationship driven wealth allocation platform with an independent operating structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, long duration private asset evaluation, and planning integrated mandate design for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through governance continuity discipline and allocation selectivity.
- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 5 | 10,314,984 | 13F-HR | HERSHEY TRUST CO |
| Q3 2025 | 11/14/2025 | 8 | 10,605,149 | 13F-HR | HERSHEY TRUST CO |
| Q2 2025 | 8/13/2025 | 6 | 9,408,534 | 13F-HR | HERSHEY TRUST CO |
| Q1 2025 | 5/14/2025 | 6 | 9,705,092 | 13F-HR | HERSHEY TRUST CO |
| Q4 2024 | 2/14/2025 | 5 | 9,600,474 | 13F-HR | HERSHEY TRUST CO |
| Q3 2024 | 11/12/2024 | 2 | 10,869,732 | 13F-HR | HERSHEY TRUST CO |
| Q2 2024 | 8/12/2024 | 3 | 10,419,953 | 13F-HR | HERSHEY TRUST CO |
| Q1 2024 | 5/10/2024 | 5 | 11,027,132 | 13F-HR | HERSHEY TRUST CO |
| Q4 2023 | 2/14/2024 | 3 | 10,568,687 | 13F-HR | HERSHEY TRUST CO |
| Q3 2023 | 11/14/2023 | 7 | 11,359,083 | 13F-HR | HERSHEY TRUST CO |
| Q2 2023 | 8/11/2023 | 7 | 14,179,582 | 13F-HR | HERSHEY TRUST CO |
| Q1 2023 | 5/12/2023 | 6 | 14,554,906 | 13F-HR | HERSHEY TRUST CO |
| Q4 2022 | 2/14/2023 | 7 | 13,481,872 | 13F-HR | HERSHEY TRUST CO |
| Q3 2022 | 11/15/2022 | 15 | 12,838 | 13F-HR | HERSHEY TRUST CO |
| Q2 2022 | 8/15/2022 | 34 | 12,706,155 | 13F-HR | HERSHEY TRUST CO |
| Q1 2022 | 5/13/2022 | 32 | 13,069,505 | 13F-HR | HERSHEY TRUST CO |
| Q4 2021 | 2/11/2022 | 41 | 11,906,951 | 13F-HR | HERSHEY TRUST CO |
| Q3 2021 | 11/12/2021 | 30 | 10,411,133 | 13F-HR | HERSHEY TRUST CO |
| Q2 2021 | 8/11/2021 | 37 | 10,664,414 | 13F-HR | HERSHEY TRUST CO |
| Q1 2021 | 4/29/2021 | 35 | 9,670,772 | 13F-HR | HERSHEY TRUST CO |
| Q4 2020 | 1/21/2021 | 32 | 9,278,314 | 13F-HR | HERSHEY TRUST CO |
| Q3 2020 | 10/23/2020 | 21 | 8,722,499 | 13F-HR | HERSHEY TRUST CO |
| Q2 2020 | 7/22/2020 | 18 | 7,867,787 | 13F-HR | HERSHEY TRUST CO |
| Q1 2020 | 4/20/2020 | 28 | 8,079,718 | 13F-HR | HERSHEY TRUST CO |
| Q4 2019 | 1/28/2020 | 25 | 8,971,414 | 13F-HR | HERSHEY TRUST CO |
| Q2 2014 | 7/18/2014 | 11 | 7,123 | 13F-HR | HERSHEY TRUST CO |
| Q1 2014 | 4/22/2014 | 11 | 7,636 | 13F-HR | HERSHEY TRUST CO |
| Q4 2013 | 1/22/2014 | 10 | 7,113 | 13F-HR | HERSHEY TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.31 M | 100.0% | 0 | 290.2 K | -290.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
10,314,984
Holdings
5
QoQ value change ($000)
-290,165
(-2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.