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Kelleher Financial Advisors’s Tootsie Roll Industries TR Stock Holding History

Kelleher Financial 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
Q2 		$8.7K Buy
220
+6
+3% +$243 ﹤0.01% 632
2026
Q1 		$7.16K Sell
214
-6
-3% -$235 ﹤0.01% 572
2025
Q4 		$7.84K Hold
220
– – ﹤0.01% 599
2025
Q3 		$8.97K Buy
+220
New +$8.32K ﹤0.01% 512

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's TR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Tootsie Roll Industries (TR) stake by 2.8% in Q2 2026, buying an estimated $243 and bringing the position to 220 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Kelleher Financial Advisors first reported a position in TR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.97K in Q3 2025. 232 funds tracked by Wall St. Rank hold TR as of Q2 2026.

  • Kelleher Financial Advisors held 220 shares of Tootsie Roll Industries worth $8.7K as of Q2 2026.
  • Kelleher Financial Advisors bought 6 Tootsie Roll Industries shares in Q2 2026, an estimated $243.
  • Tootsie Roll Industries made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #632 holding.
  • Kelleher Financial Advisors first reported a position in Tootsie Roll Industries in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Tootsie Roll Industries position peaked at $8.97K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.