Creative Planning’s Utz Brands UTZ Stock Holding History

Creative Planning’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	$1.83M	Buy	237,086 +141,618	+148%	+$1.06M	﹤0.01%	2165
2026 Q1	$756K	Buy	95,468 +23,887	+33%	+$222K	﹤0.01%	2693
2025 Q4	$743K	Buy	71,581 +20,626	+40%	+$222K	﹤0.01%	2512
2025 Q3	$619K	Sell	50,955 -1,112	-2%	-$14.7K	﹤0.01%	2545
2025 Q2	$653K	Sell	52,067 -8,465	-14%	-$111K	﹤0.01%	2228
2025 Q1	$852K	Buy	60,532 +29,368	+94%	+$404K	﹤0.01%	1842
2024 Q4	$488K	Buy	31,164 +1,928	+7%	+$32.6K	﹤0.01%	2247
2024 Q3	$517K	Sell	29,236 -7,919	-21%	-$132K	﹤0.01%	2076
2024 Q2	$618K	Buy	37,155 +2,802	+8%	+$50.4K	﹤0.01%	1784
2024 Q1	$633K	Buy	34,353 +11,212	+48%	+$200K	﹤0.01%	1681
2023 Q4	$376K	Buy	+23,141	New	+$305K	﹤0.01%	1924
2020 Q4	–	Sell	-11,201	Closed	-$200K	–	2470
2020 Q3	$200K	Buy	+11,201	New	+$170K	﹤0.01%	1685

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

Creative Planning's UTZ Position: Q2 2026 in Review

Creative Planning increased its Utz Brands (UTZ) stake by 148% in Q2 2026, buying an estimated $1.06M and bringing the position to 237,086 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Creative Planning first reported a position in UTZ in Q3 2020 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Creative Planning held 237,086 shares of Utz Brands worth $1.83M as of Q2 2026.
Creative Planning bought 141,618 Utz Brands shares in Q2 2026, an estimated $1.06M.
Utz Brands made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2165 holding.
Creative Planning first reported a position in Utz Brands in Q3 2020 and has held it in 12 quarters since.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.