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Cornerstone Planning Group’s Utz Brands UTZ Stock Holding History

Cornerstone Planning Group’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 		$21.9K Buy
1,561
+13
+0.8% +$97 ﹤0.01% 652
2026
Q1 		$11.9K Buy
1,548
+175
+13% +$1.63K ﹤0.01% 849
2025
Q4 		$14.1K Buy
+1,373
New +$14.8K ﹤0.01% 696
2025
Q2 		– Sell
-378
Closed -$5.06K – 1692
2025
Q1 		$5.06K Buy
+378
New +$5.2K ﹤0.01% 728
2023
Q3 		– Sell
-302
Closed -$4.94K – 1306
2023
Q2 		$4.94K Buy
+302
New +$5.18K ﹤0.01% 896
2022
Q4 		$4.82K Buy
+302
New +$5.01K ﹤0.01% 907

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's UTZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its Utz Brands (UTZ) stake by 0.84% in Q2 2026, buying an estimated $97 and bringing the position to 1,561 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Cornerstone Planning Group first reported a position in UTZ in Q4 2022 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Cornerstone Planning Group held 1,561 shares of Utz Brands worth $21.9K as of Q2 2026.
  • Cornerstone Planning Group bought 13 Utz Brands shares in Q2 2026, an estimated $97.
  • Utz Brands made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #652 holding.
  • Cornerstone Planning Group first reported a position in Utz Brands in Q4 2022 and has held it in 6 quarters since.
  • 97 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.