Luther King Capital Management (LKCM)’s Utz Brands UTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.87M	Buy	362,223 +226,243	+166%	+$2.1M	0.01%	318
2025 Q4	$1.41M	Sell	135,980 -153,214	-53%	-$1.65M	0.01%	378
2025 Q3	$3.51M	Buy	289,194 +980	+0.3%	+$13K	0.01%	292
2025 Q2	$3.62M	Hold	288,214	–	–	0.02%	280
2025 Q1	$4.06M	Buy	288,214 +15,508	+6%	+$213K	0.02%	251
2024 Q4	$4.27M	Buy	272,706 +29,560	+12%	+$500K	0.02%	253
2024 Q3	$4.3M	Buy	243,146 +72,756	+43%	+$1.21M	0.02%	244
2024 Q2	$2.84M	Buy	170,390 +7,877	+5%	+$142K	0.01%	280
2024 Q1	$3M	Hold	162,513	–	–	0.01%	280
2023 Q4	$2.64M	Buy	162,513 +103,448	+175%	+$1.37M	0.01%	289
2023 Q3	$793K	Sell	59,065 -42,030	-42%	-$648K	﹤0.01%	406
2023 Q2	$1.65M	Sell	101,095 -144,316	-59%	-$2.48M	0.01%	348
2023 Q1	$4.04M	Sell	245,411 -18,230	-7%	-$302K	0.02%	222
2022 Q4	$4.18M	Sell	263,641 -60,631	-19%	-$1.01M	0.02%	204
2022 Q3	$4.9M	Buy	324,272 +66,123	+26%	+$1.07M	0.03%	179
2022 Q2	$3.57M	Buy	258,149 +48,479	+23%	+$674K	0.02%	216
2022 Q1	$3.1M	Buy	209,670 +103,915	+98%	+$1.62M	0.02%	258
2021 Q4	$1.69M	Sell	105,755 -10,295	-9%	-$164K	0.01%	334
2021 Q3	$1.99M	Buy	+116,050	New	+$2.36M	0.01%	306