Position in UTZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$201,524
-$6,075 QoQ
Shares Held
26,172
-0.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 234 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,012,535 across 7 Packaged Foods names. UTZ ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
36,641 | $865,460 | |
| 2 | CPB |
CAMPBELL'S Co
|
28,120 | $626,232 | |
| 3 | GIS |
General Mills Inc
|
15,217 | $529,551 | |
| 4 | CAG |
Conagra Brands Inc.
|
26,755 | $360,122 | |
| 5 | DAR |
Darling Ingredients Inc.
|
4,062 | $221,866 | |
| 6 | MKC |
Mccormick & Co Inc
|
4,121 | $207,780 | |
| 7 | UTZ |
Utz Brands, Inc.
This page
|
26,172 | $201,524 |
All Filings in UTZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,524 | 26,172 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $207,599 | 26,212 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $222,682 | 21,453 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $268,575 | 22,105 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $223,339 | 17,796 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $256,833 | 18,241 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $304,806 | 19,464 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $361,823 | 20,442 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $333,765 | 20,058 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $381,910 | 20,711 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $334,089 | 20,572 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $253,934 | 18,908 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $289,915 | 17,721 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $291,650 | 17,708 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $305,860 | 19,285 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $273,929 | 18,141 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $203,347 | 14,714 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||