Holocene Advisors’s Utz Brands UTZ Stock Holding History

Holocene Advisors’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
2025 Q4	–	Sell	-180,812	Closed	-$2.2M	–	893
2025 Q3	$2.2M	Buy	180,812 +170,623	+1,675%	+$2.26M	0.01%	519
2025 Q2	$128K	Sell	10,189 -539	-5%	-$7.05K	﹤0.01%	739
2025 Q1	$151K	Buy	+10,728	New	+$148K	﹤0.01%	722
2022 Q2	–	Sell	-94,011	Closed	-$1.39M	–	1017
2022 Q1	$1.39M	Sell	94,011 -2,874	-3%	-$44.9K	0.01%	621
2021 Q4	$1.54M	Buy	96,885 +41,520	+75%	+$661K	0.01%	605
2021 Q3	$948K	Sell	55,365 -69,635	-56%	-$1.41M	0.01%	694
2021 Q2	$2.72M	Sell	125,000 -175,000	-58%	-$4.37M	0.02%	490
2021 Q1	$7.44M	Sell	300,000 -25,000	-8%	-$607K	0.05%	241
2020 Q4	$7.17M	Hold	325,000	–	–	0.05%	260
2020 Q3	$5.82M	Buy	325,000 +75,000	+30%	+$1.14M	0.04%	249
2020 Q2	$3.42M	Buy	+250,000	New	+$2.9M	0.03%	248

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Holocene Advisors's UTZ Position: Q4 2025 in Review

Holocene Advisors sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 180,812 shares — an estimated $2.2M sold.

Holocene Advisors first reported a position in UTZ in Q2 2020 and held it in 11 quarters. The position peaked at $7.44M in Q1 2021. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

Holocene Advisors reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
Holocene Advisors sold 180,812 Utz Brands shares in Q4 2025, an estimated $2.2M.
Holocene Advisors first reported a position in Utz Brands in Q2 2020 and held it in 11 quarters.
Holocene Advisors's Utz Brands position peaked at $7.44M in Q1 2021.
229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Holocene Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.