Stuck on Chocolate and Addicted to Coke

February 24, 2009   Frances Denmark


The W.K. Kellogg Foundation isn't the only charitable organization addicted to one stock.

To diversify or not to diversify — is that still in question?

The W.K. Kellogg Foundation isn’t the only charitable organization with an addiction to an oversize stake in one stock. The $5.9 billion Pennsylvania-based Hershey Trust Co. and the $2 billion Atlanta-based Robert W. Woodruff Foundation are holding on to their vast holdings in, respectively, Hershey Co. and Coca-Cola Co. shares. Thirty-eight percent of the assets of the Hershey Trust, which supports the Pennsylvania-based Milton Hershey School for underprivileged children, are in the chocolate company’s shares — the rest are in a diversified...

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