Position in UTZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,729,568
-$5,720,127 QoQ
Shares Held
3,471,373
-15.3% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 235 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,251,301,941 across 42 Packaged Foods names. UTZ ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
|
7,114,830 | $307,218,355 | |
| 2 | POST |
Post Holdings, Inc.
|
2,455,999 | $216,766,468 | |
| 3 | KHC |
Kraft Heinz Co
|
7,574,194 | $178,902,452 | |
| 4 | GIS |
General Mills Inc
|
3,256,024 | $113,309,630 | |
| 5 | MKC |
Mccormick & Co Inc
|
1,329,929 | $67,055,013 | |
| 6 | INGR |
Ingredion Inc
|
573,704 | $54,335,500 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
1,616,014 | $40,109,461 | |
| 8 | SJM |
J M SMUCKER Co
|
331,045 | $37,242,559 |
All Filings in UTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,729,568 | 3,471,373 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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 | |
| 2020-06-30 CCH | — | 35,000 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 CCH | — | 395,852 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||