Position in UTZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$752,423
+$207,339 QoQ
Shares Held
95,003
+80.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 88.8435102049409.ToString("F0")%
Shared 0.ToString("F0")%
None 11.156489795059104.ToString("F0")%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $14,328,064 across 14 Packaged Foods names. UTZ ranks #9 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
104,508 | $4,416,507 | |
| 2 | POST |
Post Holdings, Inc.
|
14,943 | $1,477,264 | |
| 3 | KHC |
Kraft Heinz Co
|
60,497 | $1,360,577 | |
| 4 | CAG |
Conagra Brands Inc.
|
79,027 | $1,242,304 | |
| 5 | INGR |
Ingredion Inc
|
10,644 | $1,199,152 | |
| 6 | MZTI |
Marzetti Co
|
8,204 | $1,134,859 | |
| 7 | NOMD |
Nomad Foods Ltd
|
105,172 | $1,010,702 | |
| 8 | GIS |
General Mills Inc
|
21,536 | $801,569 |
All Filings in UTZ
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $752,423 | 95,003 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $545,084 | 52,513 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,281,521 | 105,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,379,508 | 109,921 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,531,678 | 108,784 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,281,128 | 81,809 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,514,712 | 85,577 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,505,420 | 90,470 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,788,532 | 96,992 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $957,266 | 58,945 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,495,591 | 111,362 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,971,183 | 120,488 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,125,453 | 129,050 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,260,858 | 142,551 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,418,748 | 160,182 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,390,790 | 172,995 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,705,567 | 115,397 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,665,978 | 167,146 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,126,089 | 124,115 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,704,465 | 124,115 | Shares | Sole | 2021-08-03 | |
| 2020-12-31 | $4,221,953 | 191,385 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,321,753 | 73,841 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||