Position in UTZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,361,367
+$1,650,832 QoQ
Shares Held
826,152
+38.9% QoQ
Ownership
0.574%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 235 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $2,608,389,413 across 52 Packaged Foods names. UTZ ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
12,396,304 | $431,391,371 | |
| 2 | KHC |
Kraft Heinz Co
|
17,440,754 | $411,950,602 | |
| 3 | MKC |
Mccormick & Co Inc
|
5,013,328 | $252,778,489 | |
| 4 | SJM |
J M SMUCKER Co
|
1,880,292 | $211,532,844 | |
| 5 | CPB |
CAMPBELL'S Co
|
7,076,660 | $157,597,212 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
6,189,592 | $153,625,667 | |
| 7 | CAG |
Conagra Brands Inc.
|
11,048,944 | $148,718,780 | |
| 8 | DAR |
Darling Ingredients Inc.
|
2,535,524 | $138,490,315 |
All Filings in UTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,361,367 | 826,152 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,710,535 | 594,765 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,338,558 | 996,008 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,908,911 | 733,244 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,645,333 | 848,234 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,518,660 | 533,996 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,725,982 | 429,501 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $9,342,003 | 527,797 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,589,439 | 696,481 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,350,790 | 398,633 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $9,309,350 | 573,236 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,543,773 | 561,711 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $6,151,161 | 375,988 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,516,940 | 699,268 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,266,282 | 395,100 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,739,955 | 512,580 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,050,198 | 437,786 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $5,757,265 | 389,531 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,055,460 | 254,261 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,516,148 | 1,839,822 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $70,174,171 | 3,220,476 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $160,861,342 | 6,488,961 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $102,109,340 | 4,628,710 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $60,083,586 | 3,356,625 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 CCH | — | 3,477,199 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||