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Caption Management’s Utz Brands UTZ Stock Holding History

Caption 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 		$17.5K Buy
+2,274
New +$17K ﹤0.01% 1574
2025
Q3 		– Sell
-12,300
Closed -$154K – 2058
2025
Q2 		$154K Hold
12,300
– – ﹤0.01% 1287
2025
Q1 		$173K Buy
+12,300
New +$169K ﹤0.01% 1297
2024
Q1 		– Sell
-8,742
Closed -$156K – 1688
2023
Q4 		$142K Buy
+8,742
New +$115K ﹤0.01% 1152

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 $4.87B AUM 31.21% 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

Caption Management's UTZ Position: Q2 2026 in Review

Caption Management opened a new position in Utz Brands (UTZ) in Q2 2026: 2,274 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings. This is a return to the name: Caption Management previously reported a position in UTZ as recently as Q2 2025.

Caption Management first reported a position in UTZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $173K in Q1 2025. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Caption Management held 2,274 shares of Utz Brands worth $17.5K as of Q2 2026.
  • Utz Brands was a new Caption Management position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Caption Management's portfolio in Q2 2026, its #1574 holding.
  • Caption Management first reported a position in Utz Brands in Q4 2023 and has held it in 4 quarters since.
  • Caption Management's Utz Brands position peaked at $173K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.