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 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 $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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's UTZ Position: Q1 2026 in Review

Creative Planning increased its Utz Brands (UTZ) stake by 33% in Q1 2026, buying an estimated $222K and bringing the position to 95,468 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Creative Planning first reported a position in UTZ in Q3 2020 and has held it in 11 quarters since. The position peaked at $852K in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Creative Planning held 95,468 shares of Utz Brands worth $756K as of Q1 2026.
Creative Planning bought 23,887 Utz Brands shares in Q1 2026, an estimated $222K.
Utz Brands made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2693 holding.
Creative Planning first reported a position in Utz Brands in Q3 2020 and has held it in 11 quarters since.
Creative Planning's Utz Brands position peaked at $852K in Q1 2025.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.