Copeland Capital Management, LLC

Position in UTZ — Utz Brands, Inc.

CIK 1541743 Conshohocken, PA

Position in UTZ

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$32,183,403

-$3,626,164 QoQ

Shares Held

4,063,561

+17.8% QoQ

Ownership

2.82%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 73.73274327615607.ToString("F0")% Shared 0.ToString("F0")% None 26.26725672384394.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Copeland Capital Management, LLC holds $32,203,758 across 2 Packaged Foods names. UTZ ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UTZ	Utz Brands, Inc. This page	4,063,561	$32,183,403
2	LFVN	Lifevantage Corp	4,712	$20,355

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,183,403	4,063,561	+17.8%	Shares	Sole	2026-05-06
2025-12-31	$35,809,567	3,449,862	+10.2%	Shares	Sole	2026-01-29
2025-09-30	$38,042,852	3,131,099	+10.8%	Shares	Sole	2025-10-17
2025-06-30	$35,478,046	2,826,936	-6.9%	Shares	Sole	2025-07-21
2025-03-31	$42,746,696	3,035,987	-2.6%	Shares	Sole	2025-04-24
2024-12-31	$48,819,705	3,117,478	+1.9%	Shares	Sole	2025-01-24
2024-09-30	$54,127,467	3,058,049	+0.2%	Shares	Sole	2024-10-21
2024-06-30	$50,805,314	3,053,204	+0.6%	Shares	Sole	2024-07-26
2024-03-31	$55,945,577	3,033,925	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$47,945,952	2,952,337	+7.2%	Shares	Sole	2024-01-19
2023-09-30	$36,970,976	2,752,865	+15.2%	Shares	Sole	2023-10-23
2023-06-30	$39,096,588	2,389,767	+0.9%	Shares	Sole	2023-07-14
2023-03-31	$39,000,927	2,367,998	+10.8%	Shares	Sole	2023-04-14
2022-12-31	$33,885,476	2,136,537	+11.0%	Shares	Sole	2023-01-13
2022-09-30	$29,069,493	1,925,132	+9.6%	Shares	Sole	2022-10-12
2022-06-30	$24,278,616	1,756,774	+206.2%	Shares	Sole	2022-07-15
2022-03-31	$8,479,832	573,737	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.