EP Wealth Advisors, LLC

Position in TR — Tootsie Roll Industries Inc

CIK 1540569 TORRANCE, CA

Position in TR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$288,003

New position

Shares Held

7,282

first reported quarter

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#106

of 230 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $9,484,435 across 3 Confectioners names. TR ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSY	Hershey Co	43,659	$7,659,971
2	MDLZ	Mondelez International, Inc.	26,564	$1,536,461
3	TR	Tootsie Roll Industries Inc This page	7,282	$288,003

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$288,003	7,282	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.