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Advisors Capital Management’s Utz Brands UTZ Stock Holding History

Advisors Capital Management’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
260,486
+12,735
+5% +$95K 0.02% 288
2026
Q1 		$1.96M Sell
247,751
-863
-0.3% -$8.02K 0.02% 274
2025
Q4 		$2.58M Sell
248,614
-8,739
-3% -$94.3K 0.03% 260
2025
Q3 		$3.13M Buy
257,353
+2,664
+1% +$35.3K 0.04% 245
2025
Q2 		$3.2M Buy
254,689
+40,003
+19% +$523K 0.04% 234
2025
Q1 		$3.02M Buy
214,686
+69,796
+48% +$960K 0.05% 232
2024
Q4 		$2.27M Buy
144,890
+3,345
+2% +$56.5K 0.04% 246
2024
Q3 		$2.5M Sell
141,545
-1,717
-1% -$28.5K 0.04% 235
2024
Q2 		$2.38M Buy
143,262
+4,168
+3% +$75K 0.04% 240
2024
Q1 		$2.56M Sell
139,094
-555,223
-80% -$9.88M 0.05% 232
2023
Q4 		$11.3M Sell
694,317
-143,204
-17% -$1.89M 0.23% 122
2023
Q3 		$11.2M Buy
837,521
+29,432
+4% +$454K 0.29% 112
2023
Q2 		$13.2M Buy
808,089
+58,342
+8% +$1M 0.32% 107
2023
Q1 		$12.3M Sell
749,747
-928
-0.1% -$15.4K 0.32% 105
2022
Q4 		$11.9M Buy
750,675
+13,949
+2% +$231K 0.32% 96
2022
Q3 		$12.8M Buy
736,726
+34,877
+5% +$565K 0.34% 96
2022
Q2 		$9.7M Buy
701,849
+33,428
+5% +$465K 0.3% 102
2022
Q1 		$9.88M Buy
668,421
+43,419
+7% +$679K 0.27% 101
2021
Q4 		$9.97M Buy
625,002
+272,913
+78% +$4.34M 0.27% 105
2021
Q3 		$6.03M Buy
352,089
+35,659
+11% +$725K 0.18% 134
2021
Q2 		$6.89M Buy
316,430
+29,681
+10% +$741K 0.22% 123
2021
Q1 		$7.11M Buy
286,749
+32,266
+13% +$783K 0.25% 112
2020
Q4 		$5.61M Buy
254,483
+43,145
+20% +$820K 0.21% 123
2020
Q3 		$3.78M Buy
+211,338
New +$3.21M 0.18% 129

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisors Capital Management's UTZ Position: Q2 2026 in Review

Advisors Capital Management increased its Utz Brands (UTZ) stake by 5.1% in Q2 2026, buying an estimated $95K and bringing the position to 260,486 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #288.

Advisors Capital Management first reported a position in UTZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.2M in Q2 2023. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Advisors Capital Management held 260,486 shares of Utz Brands worth $2.01M as of Q2 2026.
  • Advisors Capital Management bought 12,735 Utz Brands shares in Q2 2026, an estimated $95K.
  • Utz Brands made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #288 holding.
  • Advisors Capital Management first reported a position in Utz Brands in Q3 2020 and has held it in 24 quarters since.
  • Advisors Capital Management's Utz Brands position peaked at $13.2M in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.