Position in UTZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$645,075
+$298,434 QoQ
Shares Held
83,776
+91.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $464,988,685 across 47 Packaged Foods names. UTZ ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,981,013 | $103,739,250 | |
| 2 | KHC |
Kraft Heinz Co
|
2,740,573 | $64,732,332 | |
| 3 | SJM |
J M SMUCKER Co
|
561,515 | $63,170,436 | |
| 4 | MKC |
Mccormick & Co Inc
|
819,559 | $41,322,352 | |
| 5 | CPB |
CAMPBELL'S Co
|
1,464,735 | $32,619,647 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
728,031 | $31,436,377 | |
| 7 | DAR |
Darling Ingredients Inc.
|
443,099 | $24,202,065 | |
| 8 | CAG |
Conagra Brands Inc.
|
1,628,005 | $21,912,945 |
All Filings in UTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,075 | 83,776 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $346,641 | 43,768 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,032,983 | 292,195 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,352,134 | 275,896 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,250,876 | 259,034 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,472,844 | 246,651 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,390,027 | 152,620 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,344,470 | 132,456 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,803,008 | 108,354 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,815,453 | 98,452 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,364,548 | 84,024 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,118,005 | 83,247 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,562,803 | 95,526 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,458,844 | 88,576 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,158,143 | 73,023 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,567,785 | 103,827 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,561,727 | 113,005 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,087,761 | 208,915 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,475,216 | 217,882 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $35,417,575 | 2,067,576 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,891,856 | 1,417,708 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $39,523,091 | 1,594,316 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $36,710,926 | 1,664,140 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $19,413,604 | 1,084,559 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 CCH | — | 811,309 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||