Position in UTZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,005,742
+$43,555 QoQ
Shares Held
260,486
+5.1% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 235 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Advisors Capital Management, LLC holds $57,473,915 across 5 Packaged Foods names. UTZ ranks #3 (3.5% of the industry book) .
All Filings in UTZ
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,005,742 | 260,486 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,962,187 | 247,751 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,580,613 | 248,614 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,126,838 | 257,353 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,196,346 | 254,689 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,022,778 | 214,686 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,268,977 | 144,890 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,505,346 | 141,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,383,879 | 143,262 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,564,893 | 139,094 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $11,275,708 | 694,317 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,247,907 | 837,521 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,220,336 | 808,089 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,348,333 | 749,747 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,905,705 | 750,675 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,124,562 | 736,726 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $9,699,553 | 701,849 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,879,262 | 668,421 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,968,781 | 625,002 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,031,284 | 352,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,895,009 | 316,430 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,108,507 | 286,749 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,613,894 | 254,483 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,782,950 | 211,338 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||