Yorktown Management & Research Company’s Tootsie Roll Industries TR Stock Holding History

Yorktown Management & Research Company’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	$420K	Hold	10,609	–	–	0.26%	147
2026 Q1	$453K	Hold	10,609	–	–	0.38%	93
2025 Q4	$377K	Hold	10,609	–	–	0.3%	134
2025 Q3	$432K	Hold	10,609	–	–	0.34%	108
2025 Q2	$345K	Hold	10,609	–	–	0.33%	140
2025 Q1	$324K	Hold	10,609	–	–	0.35%	129
2024 Q4	$323K	Buy	+10,609	New	+$313K	0.31%	159

Other funds holding TR

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Yorktown Management & Research Company's TR Position: Q2 2026 in Review

Yorktown Management & Research Company held its Tootsie Roll Industries (TR) position steady in Q2 2026 at 10,609 shares worth $420K. The position accounts for 0.26% of the portfolio, ranked #147.

Yorktown Management & Research Company first reported a position in TR in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q1 2026. 60 funds tracked by Wall St. Rank hold TR as of Q2 2026.

Yorktown Management & Research Company held 10,609 shares of Tootsie Roll Industries worth $420K as of Q2 2026.
Yorktown Management & Research Company left its Tootsie Roll Industries share count unchanged in Q2 2026.
Tootsie Roll Industries made up 0.26% of Yorktown Management & Research Company's portfolio in Q2 2026, its #147 holding.
Yorktown Management & Research Company first reported a position in Tootsie Roll Industries in Q4 2024 and has held it in 7 quarters since.
Yorktown Management & Research Company's Tootsie Roll Industries position peaked at $453K in Q1 2026.
60 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.