Copeland Capital Management
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
Q3 		– Sell
-3,958,637
Closed -$30.5M – 320
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Copeland Capital Management's UTZ Position: Q3 2026 in Review

Copeland Capital Management sold out of Utz Brands (UTZ) in Q3 2026, closing a stake of 3,958,637 shares — an estimated $30.5M sold.

Copeland Capital Management first reported a position in UTZ in Q1 2022 and held it in 18 quarters. The position peaked at $55.9M in Q1 2024. 11 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Copeland Capital Management reported no remaining Utz Brands position as of Q3 2026 after selling out during the quarter.
  • Copeland Capital Management sold 3,958,637 Utz Brands shares in Q3 2026, an estimated $30.5M.
  • Copeland Capital Management first reported a position in Utz Brands in Q1 2022 and held it in 18 quarters.
  • Copeland Capital Management's Utz Brands position peaked at $55.9M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.