Position in UTZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$628,012
+$626,902 QoQ
Shares Held
81,560
+35.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#82
of 235 holders
Holding Since
Mar 2023
2 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, 2026CM WEALTH ADVISORS LLC holds $1,679,269 across 2 Packaged Foods names. UTZ ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAMA |
Mama's Creations, Inc.
|
58,894 | $1,051,257 | |
| 2 | UTZ |
Utz Brands, Inc.
This page
|
81,560 | $628,012 |
All Filings in UTZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,012 | 81,560 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $1,110 | 60,193 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||