Position in UTZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$513,528
+$50,240 QoQ
Shares Held
66,692
+14.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $149,823,044 across 29 Packaged Foods names. UTZ ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,636,592 | $38,656,303 | |
| 2 | GIS |
General Mills Inc
|
905,204 | $31,501,099 | |
| 3 | SJM |
J M SMUCKER Co
|
119,239 | $13,414,387 | |
| 4 | CAG |
Conagra Brands Inc.
|
736,971 | $9,919,629 | |
| 5 | CPB |
CAMPBELL'S Co
|
432,457 | $9,630,817 | |
| 6 | MKC |
Mccormick & Co Inc
|
173,752 | $8,761,117 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
112,833 | $4,872,128 | |
| 8 | INGR |
Ingredion Inc
|
48,446 | $4,588,320 |
All Filings in UTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,528 | 66,692 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $463,288 | 58,496 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,040,190 | 100,211 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,085,104 | 89,309 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $967,805 | 77,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $919,902 | 65,334 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $624,505 | 39,879 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $674,193 | 38,090 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $638,293 | 38,359 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $702,232 | 38,082 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $657,249 | 40,471 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $466,195 | 34,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $489,834 | 29,941 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $475,044 | 28,843 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $476,513 | 30,045 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $469,564 | 31,097 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,059 | 30,178 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $431,280 | 29,180 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $458,227 | 28,729 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $524,743 | 30,633 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $642,892 | 29,504 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $939,243 | 37,888 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $944,851 | 42,831 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $623,528 | 34,834 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 CCH | — | 30,261 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||