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Kimelman & Baird’s Utz Brands UTZ Stock Holding History

Kimelman & Baird’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 		$443K Buy
55,984
+1,500
+3% +$13.9K 0.04% 92
2025
Q4 		$566K Hold
54,484
– – 0.04% 84
2025
Q3 		$662K Hold
54,484
– – 0.05% 79
2025
Q2 		$684K Hold
54,484
– – 0.06% 78
2025
Q1 		$767K Hold
54,484
– – 0.07% 72
2024
Q4 		$853K Hold
54,484
– – 0.07% 76
2024
Q3 		$964K Hold
54,484
– – 0.08% 76
2024
Q2 		$907K Buy
+54,484
New +$981K 0.07% 74

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

Kimelman & Baird's UTZ Position: Q1 2026 in Review

Kimelman & Baird increased its Utz Brands (UTZ) stake by 2.8% in Q1 2026, buying an estimated $13.9K and bringing the position to 55,984 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #92.

Kimelman & Baird first reported a position in UTZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $964K in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Kimelman & Baird held 55,984 shares of Utz Brands worth $443K as of Q1 2026.
  • Kimelman & Baird bought 1,500 Utz Brands shares in Q1 2026, an estimated $13.9K.
  • Utz Brands made up 0.04% of Kimelman & Baird's portfolio in Q1 2026, its #92 holding.
  • Kimelman & Baird first reported a position in Utz Brands in Q2 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Utz Brands position peaked at $964K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.