Position in UTZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,775,277
+$8,970,336 QoQ
Shares Held
1,991,828
+203.8% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 93.76465733951217.ToString("F0")%
Shared 0.4199428162973553.ToString("F0")%
None 5.815399844190473.ToString("F0")%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $87,106,281 across 21 Packaged Foods names. UTZ ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
567,240 | $28,611,585 | |
| 2 | GIS |
General Mills Inc
|
538,704 | $20,050,562 | |
| 3 | UTZ |
Utz Brands, Inc.
This page
|
1,991,828 | $15,775,277 | |
| 4 | INGR |
Ingredion Inc
|
39,994 | $4,505,724 | |
| 5 | KHC |
Kraft Heinz Co
|
136,998 | $3,081,085 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
106,757 | $2,418,046 | |
| 7 | DAR |
Darling Ingredients Inc.
|
30,463 | $1,884,136 | |
| 8 | FRPT |
Freshpet, Inc.
|
31,815 | $1,875,812 |
All Filings in UTZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,775,277 | 1,991,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,804,941 | 655,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,968,225 | 655,821 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,898,468 | 629,360 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,404,084 | 596,881 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,306,111 | 594,260 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $10,540,367 | 595,501 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||