Chevy Chase Trust
TR icon

Chevy Chase Trust’s Tootsie Roll Industries TR Stock Holding History

Chevy Chase Trust’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
Q1 		$456K Sell
10,684
-321
-3% -$12.6K ﹤0.01% 602
2025
Q4 		$391K Hold
11,005
– – ﹤0.01% 603
2025
Q3 		$448K Hold
11,005
– – ﹤0.01% 596
2025
Q2 		$357K Buy
11,005
+320
+3% +$10.3K ﹤0.01% 603
2025
Q1 		$327K Sell
10,685
-321
-3% -$9.57K ﹤0.01% 607
2024
Q4 		$335K Hold
11,006
– – ﹤0.01% 605
2024
Q3 		$321K Hold
11,006
– – ﹤0.01% 597
2024
Q2 		$317K Buy
11,006
+320
+3% +$9.03K ﹤0.01% 590
2024
Q1 		$323K Sell
10,686
-321
-3% -$9.72K ﹤0.01% 587
2023
Q4 		$335K Hold
11,007
– – ﹤0.01% 594
2023
Q3 		$301K Hold
11,007
– – ﹤0.01% 591
2023
Q2 		$357K Buy
11,007
+320
+3% +$11.7K ﹤0.01% 593
2023
Q1 		$439K Sell
10,687
-320
-3% -$12.8K ﹤0.01% 589
2022
Q4 		$416K Hold
11,007
– – ﹤0.01% 607
2022
Q3 		$325K Hold
11,007
– – ﹤0.01% 601
2022
Q2 		$346K Buy
11,007
+319
+3% +$9.64K ﹤0.01% 599
2022
Q1 		$332K Sell
10,688
-320
-3% -$9.55K ﹤0.01% 613
2021
Q4 		$344K Hold
11,008
– – ﹤0.01% 635
2021
Q3 		$289K Hold
11,008
– – ﹤0.01% 631
2021
Q2 		$322K Buy
11,008
+319
+3% +$8.99K ﹤0.01% 637
2021
Q1 		$305K Sell
10,689
-320
-3% -$8.79K ﹤0.01% 634
2020
Q4 		$274K Hold
11,009
– – ﹤0.01% 632
2020
Q3 		$285K Hold
11,009
– – ﹤0.01% 614
2020
Q2 		$316K Buy
11,009
+320
+3% +$9.49K ﹤0.01% 605
2020
Q1 		$322K Sell
10,689
-321
-3% -$9.05K ﹤0.01% 596
2019
Q4 		$306K Buy
+11,010
New +$311K ﹤0.01% 630

Other funds holding TR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chevy Chase Trust's TR Position: Q1 2026 in Review

Chevy Chase Trust reduced its Tootsie Roll Industries (TR) stake by 2.9% in Q1 2026, selling an estimated $12.6K and leaving 10,684 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Chevy Chase Trust first reported a position in TR in Q4 2019 and has held it in 26 quarters since. 221 funds tracked by Wall St. Rank hold TR as of Q1 2026.

  • Chevy Chase Trust held 10,684 shares of Tootsie Roll Industries worth $456K as of Q1 2026.
  • Chevy Chase Trust sold 321 Tootsie Roll Industries shares in Q1 2026, an estimated $12.6K.
  • Tootsie Roll Industries made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #602 holding.
  • Chevy Chase Trust first reported a position in Tootsie Roll Industries in Q4 2019 and has held it in 26 quarters since.
  • 221 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.