Position in UTZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,449,695
-$24,561,747 QoQ
Shares Held
4,097,184
-25.4% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 95.7193770160188.ToString("F0")%
Shared 0.ToString("F0")%
None 4.280622983981193.ToString("F0")%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026JPMORGAN CHASE & CO holds $1,284,137,703 across 40 Packaged Foods names. UTZ ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
7,295,964 | $308,327,434 | |
| 2 | POST |
Post Holdings, Inc.
|
2,668,814 | $263,838,947 | |
| 3 | KHC |
Kraft Heinz Co
|
6,618,004 | $148,838,902 | |
| 4 | GIS |
General Mills Inc
|
3,016,788 | $112,284,841 | |
| 5 | SJM |
J M SMUCKER Co
|
790,103 | $76,197,528 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
2,159,077 | $48,903,086 | |
| 7 | MKC |
Mccormick & Co Inc
|
836,986 | $42,217,567 | |
| 8 | INGR |
Ingredion Inc
|
321,791 | $36,252,968 |
All Filings in UTZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,449,695 | 4,097,184 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $57,011,442 | 5,492,432 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $88,631,660 | 7,294,787 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $102,875,585 | 8,197,258 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $117,323,623 | 8,332,644 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $124,078,750 | 7,923,292 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $119,431,384 | 6,747,536 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $65,212,289 | 3,919,008 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $76,797,781 | 4,164,739 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $82,862,859 | 5,102,393 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $73,029,811 | 5,437,812 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $87,326,665 | 5,337,816 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $85,113,101 | 5,167,766 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $80,334,577 | 5,065,232 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $82,475,111 | 5,461,928 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $78,074,788 | 5,649,406 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $80,824,458 | 5,468,502 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $80,282,504 | 5,033,386 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $63,497,842 | 3,706,821 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $51,228,135 | 2,350,993 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,586,118 | 911,098 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,565,069 | 660,248 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $6,349,667 | 354,730 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||