Hershey Trust Co Portfolio Update June 2026
As of June 30, 2026, Hershey Trust Co holds a portfolio worth $234.4 million with one holding.
By Insiderset.Aug 12, 2026, 11:44 AM
Hershey Trust Co reported its latest portfolio holdings data as of June 30, 2026.
The total value of the trust's portfolio stands at $234.4 million.
Position Changes
Hershey Trust Co experienced a significant change in its holdings during this reporting period.
- The sole holding, HSY (The Hershey Company), saw a reduction of 610,000 shares (-31.34%) compared to the previous period.
This decrease in shares for HSY is substantial and indicates a notable shift away from this stock within the trust's portfolio.
Sector Allocation
The entire $234.4 million portfolio value, representing 100% allocation, is invested in one sector: Consumer Defensive.
- This concentration means that Hershey Trust Co has fully allocated its assets to companies operating within the Consumer Defensive space.
The trust's holdings are entirely focused on Hershey Trust Co's perspective, with no diversification across other sectors evident from this filing.