Position in UTZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,019
-$241 QoQ
Shares Held
1,561
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#186
of 236 holders
Holding Since
Dec 2022
6 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, 2026Cornerstone Planning Group LLC holds $54,391 across 14 Packaged Foods names. UTZ ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTZ |
Utz Brands, Inc.
This page
|
1,561 | $12,019 | |
| 2 | MKC |
Mccormick & Co Inc
|
212 | $10,689 | |
| 3 | GIS |
General Mills Inc
|
283 | $9,848 | |
| 4 | CAG |
Conagra Brands Inc.
|
215 | $2,893 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
219 | $2,833 | |
| 6 | CPB |
CAMPBELL'S Co
|
120 | $2,672 | |
| 7 | FLO |
Flowers Foods Inc
|
320 | $2,528 | |
| 8 | FRPT |
Freshpet, Inc.
|
42 | $2,483 |
All Filings in UTZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,019 | 1,561 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,260 | 1,548 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,251 | 1,373 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $5,322 | 378 | Shares | Sole | 2025-04-30 | |
| 2023-06-30 | $4,940 | 302 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $4,789 | 302 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||