Managers / Q1 2021 · view latest →
HERSHEY TRUST CO
CIK 0000908551 · 1 EAST CHOCOLATE AVENUE, SUITE 400, HERSHEY, PA, 17033 · 7175201100
Reported Value
$9.7B
Q1 2021
Positions
35
Filings on Record
30
2019–present window
Filed
Apr 29, 2021
original filing
Summary
Hershey Trust Co reported $9.7B in U.S.-listed holdings across 35 positions for Q1 2021.
The portfolio is heavily concentrated: HSYFB alone accounts for 99.1% of reported value.
Compared with Q4 2020, the fund opened 15 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $11.8B | 3 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $10.3B | 5 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $10.6B | 8 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $9.4B | 6 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $9.7B | 6 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $9.6B | 5 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $10.9B | 2 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $10.4B | 3 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $11.0B | 5 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $10.6B | 3 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $11.4B | 7 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $14.2B | 7 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $14.6B | 6 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $12.8B | 15 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $12.7B | 34 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $13.1B | 32 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $11.9B | 41 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $10.4B | 30 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $10.7B | 37 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $9.7B | 35 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $9.3B | 32 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $8.7B | 21 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $7.9B | 18 | Jul 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $8.1B | 28 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $9.0B | 25 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $9.5B | 21 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $8.2B | 20 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $7.4B | 20 | Apr 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $6.9B | 19 | Jan 16, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.