Position in UTZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,131,580
-$224,699 QoQ
Shares Held
269,139
+18.6% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 96.67532390326188.ToString("F0")%
Shared 0.ToString("F0")%
None 3.324676096738117.ToString("F0")%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $214,421,165 across 27 Packaged Foods names. UTZ ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
682,431 | $42,208,355 | |
| 2 | GIS |
General Mills Inc
|
935,261 | $34,810,412 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
1,536,183 | $34,794,543 | |
| 4 | MKC |
Mccormick & Co Inc
|
463,388 | $23,373,289 | |
| 5 | SJM |
J M SMUCKER Co
|
213,999 | $20,638,062 | |
| 6 | KHC |
Kraft Heinz Co
|
891,746 | $20,055,366 | |
| 7 | CAG |
Conagra Brands Inc.
|
446,693 | $7,022,013 | |
| 8 | FRPT |
Freshpet, Inc.
|
86,101 | $5,076,513 |
All Filings in UTZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,131,580 | 269,139 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,356,279 | 227,002 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,666,256 | 219,445 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,432,979 | 193,863 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,916,473 | 207,136 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,128,664 | 199,787 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,473,642 | 196,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,071,909 | 184,610 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,110,845 | 168,701 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,559,163 | 157,584 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,845,926 | 137,448 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,958,062 | 119,686 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,811,402 | 109,982 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,687,345 | 106,390 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,503,537 | 99,572 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,175,211 | 85,037 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $329,919 | 22,322 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||