FC
UTZ icon

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
Q2 		$2.22K Hold
288
– – ﹤0.01% 1004
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Consulate's UTZ Position: Q2 2026 in Review

Financial Consulate held its Utz Brands (UTZ) position steady in Q2 2026 at 288 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Financial Consulate first reported a position in UTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.5K in Q3 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Financial Consulate held 288 shares of Utz Brands worth $2.22K as of Q2 2026.
  • Financial Consulate left its Utz Brands share count unchanged in Q2 2026.
  • Utz Brands made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1004 holding.
  • Financial Consulate first reported a position in Utz Brands in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Utz Brands position peaked at $3.5K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.