CCM
UTZ icon

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
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

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