KB
UTZ icon

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
Q2 		$990K Buy
128,584
+72,600
+130% +$542K 0.07% 74
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 $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

Kimelman & Baird's UTZ Position: Q2 2026 in Review

Kimelman & Baird increased its Utz Brands (UTZ) stake by 130% in Q2 2026, buying an estimated $542K and bringing the position to 128,584 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #74.

Kimelman & Baird first reported a position in UTZ in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Kimelman & Baird held 128,584 shares of Utz Brands worth $990K as of Q2 2026.
  • Kimelman & Baird bought 72,600 Utz Brands shares in Q2 2026, an estimated $542K.
  • Utz Brands made up 0.07% of Kimelman & Baird's portfolio in Q2 2026, its #74 holding.
  • Kimelman & Baird first reported a position in Utz Brands in Q2 2024 and has held it in 9 quarters since.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.