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Financial Consulate’s Utz Brands UTZ Stock Holding History

Financial Consulate’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 		$2.28K Hold
288
– – ﹤0.01% 951
2025
Q4 		$2.99K Hold
288
– – ﹤0.01% 830
2025
Q3 		$3.5K Buy
+288
New +$3.81K ﹤0.01% 716

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

Financial Consulate's UTZ Position: Q1 2026 in Review

Financial Consulate held its Utz Brands (UTZ) position steady in Q1 2026 at 288 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Financial Consulate first reported a position in UTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.5K in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Financial Consulate held 288 shares of Utz Brands worth $2.28K as of Q1 2026.
  • Financial Consulate left its Utz Brands share count unchanged in Q1 2026.
  • Utz Brands made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #951 holding.
  • Financial Consulate first reported a position in Utz Brands in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Utz Brands position peaked at $3.5K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.