CoreCap Advisors’s Utz Brands UTZ Stock Holding History

CoreCap Advisors’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
2025 Q2	–	Sell	-65	Closed	-$915	–	3250
2025 Q1	$915	Sell	65 -419	-87%	-$5.76K	﹤0.01%	2545
2024 Q4	$7.58K	Hold	484	–	–	﹤0.01%	1870
2024 Q3	$8.57K	Buy	+484	New	+$8.04K	﹤0.01%	1834
2024 Q2	–	Sell	-484	Closed	-$8.93K	–	2536
2024 Q1	$8.93K	Buy	+484	New	+$8.62K	﹤0.01%	1769

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CoreCap Advisors's UTZ Position: Q2 2025 in Review

CoreCap Advisors sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 65 shares — an estimated $915 sold.

CoreCap Advisors first reported a position in UTZ in Q1 2024 and held it in 4 quarters. The position peaked at $8.93K in Q1 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

CoreCap Advisors reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 65 Utz Brands shares in Q2 2025, an estimated $915.
CoreCap Advisors first reported a position in Utz Brands in Q1 2024 and held it in 4 quarters.
CoreCap Advisors's Utz Brands position peaked at $8.93K in Q1 2024.
238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.