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 Q2	$2.31K	Hold	300	–	–	﹤0.01%	650
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Costello Asset Management's UTZ Position: Q2 2026 in Review

Costello Asset Management held its Utz Brands (UTZ) position steady in Q2 2026 at 300 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Costello Asset Management first reported a position in UTZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.45K in Q1 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Costello Asset Management held 300 shares of Utz Brands worth $2.31K as of Q2 2026.
Costello Asset Management left its Utz Brands share count unchanged in Q2 2026.
Utz Brands made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #650 holding.
Costello Asset Management first reported a position in Utz Brands in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Utz Brands position peaked at $8.45K in Q1 2025.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.