Creative Planning

Position in UTZ — Utz Brands, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in UTZ

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$756,106

+$13,096 QoQ

Shares Held

95,468

+33.4% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0.027234256504797417.ToString("F0")% Shared 0.ToString("F0")% None 99.9727657434952.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $108,951,850 across 34 Packaged Foods names. UTZ ranks #25 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	349,913	$13,023,761
2	INGR	Ingredion Inc	94,608	$10,658,536
3	KHC	Kraft Heinz Co	378,231	$8,506,414
4	CAG	Conagra Brands Inc.	529,515	$8,323,975
5	FLO	Flowers Foods Inc	968,324	$7,891,839
6	JBSS	Sanfilippo John B & Son Inc	70,033	$5,555,717
7	HRL	Hormel Foods Corp /De/	223,301	$5,057,767
8	DAR	Darling Ingredients Inc.	78,024	$4,825,784

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$756,106	95,468	+33.4%	Shares	Sole	2026-05-12
2025-12-31	$743,010	71,581	+40.5%	Shares	Sole	2026-02-17
2025-09-30	$619,102	50,955	-2.1%	Shares	Defined	2025-11-14
2025-06-30	$653,440	52,067	-14.0%	Shares	Defined	2025-08-08
2025-03-31	$852,290	60,532	+94.2%	Shares	Defined	2025-05-15
2024-12-31	$488,027	31,164	+6.6%	Shares	Defined	2025-02-14
2024-09-30	$517,476	29,236	-21.3%	Shares	Defined	2024-10-11
2024-06-30	$618,257	37,155	+8.2%	Shares	Defined	2024-08-15
2024-03-31	$633,468	34,353	+48.5%	Shares	Defined	2024-05-13
2023-12-31	$375,809	23,141	+106.6%	Shares	Defined	2024-02-14
2020-09-30	$200,497	11,201	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.