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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
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 $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brinker Capital Investments's UTZ Position: Q1 2026 in Review

Brinker Capital Investments increased its Utz Brands (UTZ) stake by 81% in Q1 2026, buying an estimated $395K and bringing the position to 95,003 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #1274.

Brinker Capital Investments first reported a position in UTZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.23M in Q4 2020. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Brinker Capital Investments held 95,003 shares of Utz Brands worth $752K as of Q1 2026.
  • Brinker Capital Investments bought 42,490 Utz Brands shares in Q1 2026, an estimated $395K.
  • Utz Brands made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1274 holding.
  • Brinker Capital Investments first reported a position in Utz Brands in Q3 2020 and has held it in 22 quarters since.
  • Brinker Capital Investments's Utz Brands position peaked at $4.23M in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.