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Hershey Trust Co.
Hershey Trust Company is a Pennsylvania-chartered, state-regulated trust company founded in 1905 and headquartered in Hershey, Pennsylvania. Its sole focus is managing several charitable trusts endowed by Milton S. Hershey, most notably serving as trustee for the Milton Hershey School Trust, The M.S. Hershey Foundation Trust, and the Hershey Cemetery Perpetual Care Maintenance Trust. The company has a small employee base (fewer than 25 employees), manages one of the largest educational endowments in the U.S., and is dedicated to perpetuating the legacy of Milton and Catherine Hershey through asset management and fiduciary stewardship.
Investment Strategy
Hershey Trust Company serves as trustee for the multi-billion-dollar Milton Hershey School Trust and other Hershey family-related charitable trusts. Its investment strategy centers on disciplined, long-term stewardship of the trusts' assets, with a focus on maintaining and growing capital to support charitable and educational missions in perpetuity. The trust holds a controlling interest in The Hershey Company and diversified investments across various asset classes, seeking a balance between preservation and prudent growth to fund the trusts' ongoing philanthropic needs.
Latest 13F Filing Activity
Hershey Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $9B. The fund increased holdings in Samsara Inc., Airbnb Inc., Pony Ai Inc. among other positions. Hershey Trust Co. reduced exposure to Hershey Co., Nu HLDGS LTD, Snowflake Inc. among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HSY | HERSHEY CO | 3.64% | $342.9M | 2,066,397 | $249.69 | $165.95 | -$10.5M |
I IOT | SAMSARA INC | 0.01% | $1.1M | 28,067 | $39.78 | $39.78 | +$1.1M |
A ABNB | AIRBNB INC | 0.01% | $960.7K | 7,259 | $132.34 | $132.34 | +$960.7K |
N NU | NU HLDGS LTD | 0.00% | $398.5K | 29,046 | $10.24 | $13.72 | -$5.0M |
P PONY | PONY AI INC | 0.00% | $276.5K | 20,948 | $13.20 | $13.20 | +$276.5K |
Industry Allocation
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