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Copeland Capital Management’s Utz Brands UTZ Stock Holding History

Copeland 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 		$30.5M Sell
3,958,637
-104,924
-3% -$783K 0.63% 64
2026
Q1 		$32.2M Buy
4,063,561
+613,699
+18% +$5.7M 0.72% 55
2025
Q4 		$35.8M Buy
3,449,862
+318,763
+10% +$3.44M 0.8% 50
2025
Q3 		$38M Buy
3,131,099
+304,163
+11% +$4.03M 0.79% 52
2025
Q2 		$35.5M Sell
2,826,936
-209,051
-7% -$2.73M 0.73% 55
2025
Q1 		$42.7M Sell
3,035,987
-81,491
-3% -$1.12M 0.86% 50
2024
Q4 		$48.8M Buy
3,117,478
+59,429
+2% +$1M 0.91% 47
2024
Q3 		$54.1M Buy
3,058,049
+4,845
+0.2% +$80.5K 0.94% 47
2024
Q2 		$50.8M Buy
3,053,204
+19,279
+0.6% +$347K 0.95% 44
2024
Q1 		$55.9M Buy
3,033,925
+81,588
+3% +$1.45M 1.02% 46
2023
Q4 		$47.9M Buy
2,952,337
+199,472
+7% +$2.63M 0.96% 47
2023
Q3 		$37M Buy
2,752,865
+363,098
+15% +$5.6M 0.79% 54
2023
Q2 		$39.1M Buy
2,389,767
+21,769
+0.9% +$374K 0.81% 54
2023
Q1 		$39M Buy
2,367,998
+231,461
+11% +$3.83M 0.92% 52
2022
Q4 		$33.9M Buy
2,136,537
+211,405
+11% +$3.5M 0.89% 52
2022
Q3 		$29.1M Buy
1,925,132
+168,358
+10% +$2.73M 0.96% 50
2022
Q2 		$24.3M Buy
1,756,774
+1,183,037
+206% +$16.4M 0.77% 57
2022
Q1 		$8.48M Buy
+573,737
New +$8.97M 0.23% 105

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Copeland Capital Management reduced its Utz Brands (UTZ) stake by 2.6% in Q2 2026, selling an estimated $783K and leaving 3,958,637 shares worth $30.5M. The position accounts for 0.63% of the portfolio, ranked #64.

Copeland Capital Management first reported a position in UTZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.9M in Q1 2024. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Copeland Capital Management held 3,958,637 shares of Utz Brands worth $30.5M as of Q2 2026.
  • Copeland Capital Management sold 104,924 Utz Brands shares in Q2 2026, an estimated $783K.
  • Utz Brands made up 0.63% of Copeland Capital Management's portfolio in Q2 2026, its #64 holding.
  • Copeland Capital Management first reported a position in Utz Brands in Q1 2022 and has held it in 18 quarters since.
  • Copeland Capital Management's Utz Brands position peaked at $55.9M in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.