Position in UTZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,240,643
-$596,888 QoQ
Shares Held
680,603
-7.7% QoQ
Ownership
0.473%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 235 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $228,893,529 across 28 Packaged Foods names. UTZ ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
912,914 | $46,029,123 | |
| 2 | DAR |
Darling Ingredients Inc.
|
415,688 | $22,704,878 | |
| 3 | KHC |
Kraft Heinz Co
|
887,666 | $20,966,670 | |
| 4 | INGR |
Ingredion Inc
|
193,758 | $18,350,820 | |
| 5 | MZTI |
Marzetti Co
|
142,822 | $16,304,559 | |
| 6 | GIS |
General Mills Inc
|
428,921 | $14,926,450 | |
| 7 | SJM |
J M SMUCKER Co
|
118,871 | $13,372,987 | |
| 8 | POST |
Post Holdings, Inc.
|
147,828 | $13,047,299 |
All Filings in UTZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,240,643 | 680,603 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,837,531 | 737,062 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,092,464 | 875,960 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,525,441 | 948,596 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,957,028 | 873,070 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,970,956 | 850,210 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,446,018 | 667,051 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,385,967 | 643,275 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,581,756 | 696,019 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,564,499 | 681,372 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,748,703 | 661,866 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,537,515 | 710,165 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,752,917 | 412,770 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,688,434 | 406,098 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,259,371 | 394,664 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,003,805 | 397,603 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,023,390 | 363,487 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,695,206 | 182,355 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,573,914 | 98,678 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,232,092 | 71,926 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,290,033 | 59,203 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,042,369 | 42,048 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $542,058 | 24,572 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $414,868 | 23,177 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||