HERSHEY TRUST CO HERSHEY COMPANY CLASS B holdings history
HERSHEY COMPANY CLASS B · CUSIP 001017466 · CIK 908551
As of 2026-06-30, HERSHEY TRUST CO reported 54.61M HERSHEY COMPANY CLASS B (shares), valued at $9.58B, or 97.61% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares unchanged; reported value decreased 15.60%, and weight changed +1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 97.61% | 54,612,012 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 96.56% | 54,612,012 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 96.35% | 54,612,012 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 96.32% | 54,612,012 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 96.33% | 54,612,012 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 96.24% | 54,612,012 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 96.24% | 54,612,012 | $9.34B | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 96.33% | 54,612,012 | $9.06B | Shares unchanged; reported value decreased 2.97%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 96.32% | 54,612,012 | $10.22B | Shares unchanged; reported value increased 12.71%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 96.35% | 54,612,012 | $9.94B | Shares unchanged; reported value decreased 2.71%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 96.56% | 54,612,012 | $11.35B | Shares unchanged; reported value increased 14.24%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 97.61% | 54,612,012 | $9.58B | Shares unchanged; reported value decreased 15.60%, and weight changed +1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.