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Capital Advisors Ltd’s Tootsie Roll Industries TR Stock Holding History

Capital Advisors Ltd’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Sell
116
-1
-0.9% -$40 ﹤0.01% 981
2026
Q1 		$5K Hold
117
– – ﹤0.01% 971
2025
Q4 		$4K Hold
117
– – ﹤0.01% 994
2025
Q3 		$5K Hold
117
– – ﹤0.01% 935
2025
Q2 		$4K Sell
117
-9
-7% -$289 ﹤0.01% 980
2025
Q1 		$4K Buy
126
+5
+4% +$149 ﹤0.01% 961
2024
Q4 		$4K Hold
121
– – ﹤0.01% 981
2024
Q3 		$4K Hold
121
– – ﹤0.01% 973
2024
Q2 		$3K Buy
121
+109
+908% +$3.08K ﹤0.01% 1016
2024
Q1 		$0 Buy
+12
New +$364 ﹤0.01% 1549
2023
Q2 		– Sell
-337
Closed -$14K – 1540
2023
Q1 		$14K Buy
+337
New +$13.4K ﹤0.01% 507

Other funds holding TR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $410M AUM 7.53% 1-Year Est. Return

Capital Advisors Ltd's TR Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Tootsie Roll Industries (TR) stake by 0.85% in Q2 2026, selling an estimated $40 and leaving 116 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Capital Advisors Ltd first reported a position in TR in Q1 2023 and has held it in 11 quarters since. The position peaked at $14K in Q1 2023. 233 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Capital Advisors Ltd held 116 shares of Tootsie Roll Industries worth $5K as of Q2 2026.
  • Capital Advisors Ltd sold 1 Tootsie Roll Industries share in Q2 2026, an estimated $40.
  • Tootsie Roll Industries made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #981 holding.
  • Capital Advisors Ltd first reported a position in Tootsie Roll Industries in Q1 2023 and has held it in 11 quarters since.
  • Capital Advisors Ltd's Tootsie Roll Industries position peaked at $14K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.