Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Hershey Company Class BCUSIP 001017466 | $9.6B | 97.6% | |
| HSYHershey Co | $234.4M | 2.4% | −31.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HSYHershey Co | June 30, 2023 | −29.7% | $234.4M |
Sold off last quarter
- IOTSamsara Inc was $426K
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hershey Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=908551&type=13F-HR&dateb=&owner=include&count=40CIK 908551
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/908551/000095014226002297/Filed August 10, 2026 · accession 0000950142-26-002297