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Coldstream Capital Management’s Utz Brands UTZ Stock Holding History

Coldstream Capital 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 		$82.4K Buy
+10,707
New +$79.9K ﹤0.01% 1206
2025
Q2 		– Sell
-4,589
Closed -$64.6K – 3253
2025
Q1 		$64.6K Buy
+4,589
New +$63.1K ﹤0.01% 1570

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

Coldstream Capital Management's UTZ Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Utz Brands (UTZ) in Q2 2026: 10,707 shares worth $82.4K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in UTZ as recently as Q1 2025.

Coldstream Capital Management first reported a position in UTZ in Q1 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Coldstream Capital Management held 10,707 shares of Utz Brands worth $82.4K as of Q2 2026.
  • Utz Brands was a new Coldstream Capital Management position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1206 holding.
  • Coldstream Capital Management first reported a position in Utz Brands in Q1 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

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