Position in UTZ
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$463,288
-$576,902 QoQ
Shares Held
58,496
-41.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 59.18011487964989.ToString("F0")%
Shared 0.ToString("F0")%
None 40.81988512035011.ToString("F0")%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $150,277,720 across 26 Packaged Foods names. UTZ ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,577,889 | $35,486,723 | |
| 2 | GIS |
General Mills Inc
|
844,436 | $31,429,907 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
308,292 | $13,028,419 | |
| 4 | SJM |
J M SMUCKER Co
|
109,303 | $10,541,181 | |
| 5 | MKC |
Mccormick & Co Inc
|
207,954 | $10,489,199 | |
| 6 | CAG |
Conagra Brands Inc.
|
476,232 | $7,486,367 | |
| 7 | CPB |
CAMPBELL'S Co
|
265,071 | $5,903,131 | |
| 8 | INGR |
Ingredion Inc
|
42,225 | $4,757,068 |
All Filings in UTZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||