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Capital Advisors Ltd’s Utz Brands UTZ Stock Holding History

Capital Advisors Ltd’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 		– Sell
-40
Closed – – 1587
2026
Q1 		$0 Sell
40
-31
-44% -$288 ﹤0.01% 1610
2025
Q4 		$1K Buy
71
+40
+129% +$431 ﹤0.01% 1295
2025
Q3 		$0 Buy
+31
New +$411 ﹤0.01% 1561

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Capital Advisors Ltd sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 40 shares.

Capital Advisors Ltd first reported a position in UTZ in Q3 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 40 Utz Brands shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Utz Brands in Q3 2025 and held it in 3 quarters.
  • Capital Advisors Ltd's Utz Brands position peaked at $1K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.