Position in UTZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,020,225
-$111,355 QoQ
Shares Held
262,367
-2.5% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 235 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $218,070,279 across 26 Packaged Foods names. UTZ ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
1,538,083 | $38,175,218 | |
| 2 | GIS |
General Mills Inc
|
991,943 | $34,519,614 | |
| 3 | DAR |
Darling Ingredients Inc.
|
626,778 | $34,234,613 | |
| 4 | SJM |
J M SMUCKER Co
|
231,157 | $26,005,162 | |
| 5 | KHC |
Kraft Heinz Co
|
1,008,270 | $23,815,336 | |
| 6 | MKC |
Mccormick & Co Inc
|
457,332 | $23,058,678 | |
| 7 | CAG |
Conagra Brands Inc.
|
537,325 | $7,232,394 | |
| 8 | FRPT |
Freshpet, Inc.
|
85,449 | $5,051,743 |
All Filings in UTZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,225 | 262,367 | Shares | Defined | 2026-08-12 | |
| 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 | |
| 2020-03-31 CCH | — | 25,000 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||