Caption Management’s Utz Brands UTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-81,000
Closed -$1.35M 1600
2024
Q2
$1.35M Hold
81,000
0.02% 579
2024
Q1
$1.49M Buy
+81,000
New +$1.44M 0.02% 626

Other funds holding UTZ

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. 235 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.
  • 235 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.