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CoreCap Advisors’s Tootsie Roll Industries TR Stock Holding History

CoreCap Advisors’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
Q3 		$5.41K Sell
144
-82
-36% -$3.21K ﹤0.01% 2243
2026
Q2 		$8.94K Buy
226
+6
+3% +$243 ﹤0.01% 2104
2026
Q1 		$9.4K Sell
220
-7
-3% -$274 ﹤0.01% 1967
2025
Q4 		$8.06K Hold
227
– – ﹤0.01% 2040
2025
Q3 		$9.22K Hold
227
– – ﹤0.01% 1974
2025
Q2 		$7.36K Buy
227
+7
+3% +$224 ﹤0.01% 1991
2025
Q1 		$6.74K Sell
220
-7
-3% -$209 ﹤0.01% 1988
2024
Q4 		$6.92K Hold
227
– – ﹤0.01% 1901
2024
Q3 		$6.63K Buy
+227
New +$6.46K ﹤0.01% 1907
2024
Q2 		– Sell
-222
Closed -$6.69K – 2496
2024
Q1 		$6.69K Buy
+222
New +$6.73K ﹤0.01% 1849
2022
Q4 		$5.53K Buy
+146
New +$5.33K ﹤0.01% 1720
2022
Q3 		– Sell
-146
Closed -$5K – 1960
2022
Q2 		$5K Buy
+146
New +$4.41K ﹤0.01% 1694
2022
Q1 		– Sell
-147
Closed -$5K – 1964
2021
Q4 		$5K Buy
+147
New +$4.25K ﹤0.01% 1767

Other funds holding TR

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors's TR Position: Q3 2026 in Review

CoreCap Advisors reduced its Tootsie Roll Industries (TR) stake by 36% in Q3 2026, selling an estimated $3.21K and leaving 144 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

CoreCap Advisors first reported a position in TR in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.4K in Q1 2026. 9 funds tracked by Wall St. Rank hold TR as of Q3 2026.

  • CoreCap Advisors held 144 shares of Tootsie Roll Industries worth $5.41K as of Q3 2026.
  • CoreCap Advisors sold 82 Tootsie Roll Industries shares in Q3 2026, an estimated $3.21K.
  • Tootsie Roll Industries made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2243 holding.
  • CoreCap Advisors first reported a position in Tootsie Roll Industries in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Tootsie Roll Industries position peaked at $9.4K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.