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Costello Asset Management’s Utz Brands UTZ Stock Holding History

Costello Asset 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 		$2.38K Hold
300
– – ﹤0.01% 625
2025
Q4 		$3.11K Hold
300
– – ﹤0.01% 605
2025
Q3 		$3.65K Sell
300
-300
-50% -$3.97K ﹤0.01% 575
2025
Q2 		$7.53K Hold
600
– – ﹤0.01% 508
2025
Q1 		$8.45K Buy
+600
New +$8.25K ﹤0.01% 472

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Costello Asset Management's UTZ Position: Q1 2026 in Review

Costello Asset Management held its Utz Brands (UTZ) position steady in Q1 2026 at 300 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Costello Asset Management first reported a position in UTZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.45K in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Costello Asset Management held 300 shares of Utz Brands worth $2.38K as of Q1 2026.
  • Costello Asset Management left its Utz Brands share count unchanged in Q1 2026.
  • Utz Brands made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #625 holding.
  • Costello Asset Management first reported a position in Utz Brands in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Utz Brands position peaked at $8.45K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.