BCI
UTZ icon

Brinker Capital Investments’s Utz Brands UTZ Stock Holding History

Brinker Capital Investments’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 		$776K Buy
100,838
+5,835
+6% +$43.5K 0.01% 1291
2026
Q1 		$752K Buy
95,003
+42,490
+81% +$395K 0.01% 1274
2025
Q4 		$545K Sell
52,513
-52,962
-50% -$571K ﹤0.01% 1559
2025
Q3 		$1.28M Sell
105,475
-4,446
-4% -$58.9K 0.01% 1091
2025
Q2 		$1.38M Buy
109,921
+1,137
+1% +$14.9K 0.01% 1000
2025
Q1 		$1.53M Buy
108,784
+26,975
+33% +$371K 0.02% 855
2024
Q4 		$1.28M Sell
81,809
-3,768
-4% -$63.7K 0.01% 911
2024
Q3 		$1.51M Sell
85,577
-4,893
-5% -$81.3K 0.02% 832
2024
Q2 		$1.51M Sell
90,470
-6,522
-7% -$117K 0.02% 779
2024
Q1 		$1.79M Buy
96,992
+38,047
+65% +$677K 0.02% 711
2023
Q4 		$1.03M Sell
58,945
-52,417
-47% -$692K 0.01% 928
2023
Q3 		$1.5M Sell
111,362
-9,126
-8% -$141K 0.02% 737
2023
Q2 		$1.97M Sell
120,488
-8,562
-7% -$147K 0.02% 662
2023
Q1 		$2.13M Sell
129,050
-13,501
-9% -$223K 0.03% 566
2022
Q4 		$2.26M Sell
142,551
-17,631
-11% -$292K 0.05% 426
2022
Q3 		$2.42M Sell
160,182
-12,813
-7% -$208K 0.05% 376
2022
Q2 		$2.39M Buy
172,995
+57,598
+50% +$801K 0.05% 400
2022
Q1 		$1.71M Sell
115,397
-51,749
-31% -$809K 0.03% 589
2021
Q4 		$2.67M Buy
167,146
+43,031
+35% +$685K 0.04% 463
2021
Q3 		$2.71M Hold
124,115
– – 0.04% 448
2021
Q2 		$2.71M Buy
+124,115
New +$3.1M 0.04% 505
2021
Q1 		– Sell
-191,385
Closed -$4.23M – 1268
2020
Q4 		$4.23M Buy
191,385
+117,544
+159% +$2.23M 0.07% 359
2020
Q3 		$1.32M Buy
+73,841
New +$1.12M 0.02% 601

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

Brinker Capital Investments's UTZ Position: Q2 2026 in Review

Brinker Capital Investments increased its Utz Brands (UTZ) stake by 6.1% in Q2 2026, buying an estimated $43.5K and bringing the position to 100,838 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #1291.

Brinker Capital Investments first reported a position in UTZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.23M in Q4 2020. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Brinker Capital Investments held 100,838 shares of Utz Brands worth $776K as of Q2 2026.
  • Brinker Capital Investments bought 5,835 Utz Brands shares in Q2 2026, an estimated $43.5K.
  • Utz Brands made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1291 holding.
  • Brinker Capital Investments first reported a position in Utz Brands in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Utz Brands position peaked at $4.23M in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.