Position in UTZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,837,019
-$69,507 QoQ
Shares Held
238,574
-0.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 235 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Cetera Investment Advisers holds $63,719,386 across 25 Packaged Foods names. UTZ ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
378,824 | $13,183,075 | |
| 2 | KHC |
Kraft Heinz Co
|
406,248 | $9,595,577 | |
| 3 | SJM |
J M SMUCKER Co
|
59,876 | $6,736,050 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
126,577 | $5,465,594 | |
| 5 | MKC |
Mccormick & Co Inc
|
91,266 | $4,601,631 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
166,276 | $4,126,970 | |
| 7 | CPB |
CAMPBELL'S Co
|
177,478 | $3,952,435 | |
| 8 | CAG |
Conagra Brands Inc.
|
284,148 | $3,824,632 |
All Filings in UTZ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,837,019 | 238,574 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,906,526 | 240,723 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $430,489 | 41,473 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $549,981 | 45,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $135,678 | 10,811 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $220,830 | 15,684 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $167,734 | 10,711 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $185,938 | 10,505 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $196,584 | 11,814 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $237,488 | 12,879 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $205,176 | 12,634 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $198,481 | 14,779 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $190,675 | 11,655 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $197,063 | 11,965 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $192,191 | 12,118 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||