Emerald Mutual Fund Advisers Trust’s Utz Brands UTZ Stock Holding History

Emerald Mutual Fund Advisers Trust’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	–	Sell	-72,163	Closed	-$749K	–	209
2025 Q4	$749K	Sell	72,163 -144,847	-67%	-$1.56M	0.04%	143
2025 Q3	$2.64M	Hold	217,010	–	–	0.14%	121
2025 Q2	$2.72M	Hold	217,010	–	–	0.17%	116
2025 Q1	$3.06M	Hold	217,010	–	–	0.22%	107
2024 Q4	$3.4M	Sell	217,010 -104,941	-33%	-$1.77M	0.21%	108
2024 Q3	$5.7M	Sell	321,951 -311,982	-49%	-$5.18M	0.3%	100
2024 Q2	$10.5M	Hold	633,933	–	–	0.55%	65
2024 Q1	$11.7M	Hold	633,933	–	–	0.61%	66
2023 Q4	$10.3M	Sell	633,933 -118,186	-16%	-$1.56M	0.55%	75
2023 Q3	$10.1M	Buy	752,119 +95,243	+14%	+$1.47M	0.61%	76
2023 Q2	$10.7M	Buy	656,876 +265,212	+68%	+$4.55M	0.58%	77
2023 Q1	$6.45M	Buy	391,664 +70,000	+22%	+$1.16M	0.38%	94
2022 Q4	$5.1M	Buy	321,664 +14,621	+5%	+$242K	0.32%	95
2022 Q3	$4.64M	Buy	+307,043	New	+$4.98M	0.29%	101

Other funds holding UTZ

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

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

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

Emerald Mutual Fund Advisers Trust's UTZ Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 72,163 shares — an estimated $749K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UTZ in Q3 2022 and held it in 14 quarters. The position peaked at $11.7M in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Emerald Mutual Fund Advisers Trust reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 72,163 Utz Brands shares in Q1 2026, an estimated $749K.
Emerald Mutual Fund Advisers Trust first reported a position in Utz Brands in Q3 2022 and held it in 14 quarters.
Emerald Mutual Fund Advisers Trust's Utz Brands position peaked at $11.7M in Q1 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.