Position in UTZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,756,323
New position
Shares Held
221,758
first reported quarter
Ownership
0.154%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 99.90214558212105.ToString("F0")%
Shared 0.ToString("F0")%
None 0.09785441787894912.ToString("F0")%
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $89,392,702 across 24 Packaged Foods names. UTZ ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
327,763 | $16,532,365 | |
| 2 | INGR |
Ingredion Inc
|
146,364 | $16,489,368 | |
| 3 | FLO |
Flowers Foods Inc
|
1,345,566 | $10,966,362 | |
| 4 | MZTI |
Marzetti Co
|
61,283 | $8,477,277 | |
| 5 | SJM |
J M SMUCKER Co
|
42,667 | $4,114,805 | |
| 6 | GIS |
General Mills Inc
|
105,367 | $3,921,759 | |
| 7 | POST |
Post Holdings, Inc.
|
34,528 | $3,413,438 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
77,641 | $3,281,108 |
All Filings in UTZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,756,323 | 221,758 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||