ClearBridge Investments
UTZ icon

ClearBridge Investments’s Utz Brands UTZ Stock Holding History

ClearBridge 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 		$7.06M Buy
916,442
+12,942
+1% +$96.5K 0.01% 542
2026
Q1 		$7.16M Sell
903,500
-28,742
-3% -$267K 0.01% 520
2025
Q4 		$9.68M Buy
932,242
+80,205
+9% +$865K 0.01% 490
2025
Q3 		$10.4M Buy
852,037
+132,580
+18% +$1.76M 0.01% 499
2025
Q2 		$9.03M Buy
719,457
+16,794
+2% +$220K 0.01% 490
2025
Q1 		$9.89M Sell
702,663
-7,858
-1% -$108K 0.01% 489
2024
Q4 		$11.1M Buy
710,521
+459
+0.1% +$7.76K 0.01% 516
2024
Q3 		$12.6M Sell
710,062
-5,433
-0.8% -$90.3K 0.01% 505
2024
Q2 		$11.9M Sell
715,495
-158,629
-18% -$2.86M 0.01% 520
2024
Q1 		$16.1M Buy
874,124
+18,786
+2% +$334K 0.01% 492
2023
Q4 		$13.9M Buy
855,338
+6,258
+0.7% +$82.6K 0.01% 512
2023
Q3 		$11.4M Sell
849,080
-23,571
-3% -$363K 0.01% 496
2023
Q2 		$14.3M Buy
872,651
+6,727
+0.8% +$115K 0.01% 475
2023
Q1 		$14.3M Buy
865,924
+16,113
+2% +$267K 0.01% 475
2022
Q4 		$13.5M Sell
849,811
-121,831
-13% -$2.02M 0.01% 483
2022
Q3 		$14.7M Sell
971,642
-3,101
-0.3% -$50.3K 0.01% 465
2022
Q2 		$13.5M Buy
974,743
+56,140
+6% +$780K 0.01% 499
2022
Q1 		$13.6M Buy
918,603
+97,965
+12% +$1.53M 0.01% 535
2021
Q4 		$13.1M Sell
820,638
-27,960
-3% -$445K 0.01% 549
2021
Q3 		$14.5M Sell
848,598
-78,066
-8% -$1.59M 0.01% 544
2021
Q2 		$20.2M Sell
926,664
-4,313
-0.5% -$108K 0.01% 513
2021
Q1 		$23.1M Sell
930,977
-274,677
-23% -$6.67M 0.02% 463
2020
Q4 		$26.6M Sell
1,205,654
-198,006
-14% -$3.76M 0.02% 424
2020
Q3 		$25.1M Sell
1,403,660
-6,157
-0.4% -$93.4K 0.02% 384
2020
Q2 		$19.3M Buy
+1,409,817
New +$16.3M 0.02% 417

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

ClearBridge Investments's UTZ Position: Q2 2026 in Review

ClearBridge Investments increased its Utz Brands (UTZ) stake by 1.4% in Q2 2026, buying an estimated $96.5K and bringing the position to 916,442 shares worth $7.06M. The position accounts for 0.01% of the portfolio, ranked #542.

ClearBridge Investments first reported a position in UTZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.6M in Q4 2020. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • ClearBridge Investments held 916,442 shares of Utz Brands worth $7.06M as of Q2 2026.
  • ClearBridge Investments bought 12,942 Utz Brands shares in Q2 2026, an estimated $96.5K.
  • Utz Brands made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #542 holding.
  • ClearBridge Investments first reported a position in Utz Brands in Q2 2020 and has held it in 25 quarters since.
  • ClearBridge Investments's Utz Brands position peaked at $26.6M in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.