Luther King Capital Management (LKCM)
UTZ icon

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

Luther King Capital Management (LKCM)’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 		$2.8M Buy
363,677
+1,454
+0.4% +$10.8K 0.01% 328
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

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

Luther King Capital Management (LKCM)'s UTZ Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Utz Brands (UTZ) stake by 0.4% in Q2 2026, buying an estimated $10.8K and bringing the position to 363,677 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #328.

Luther King Capital Management (LKCM) first reported a position in UTZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.9M in Q3 2022. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Luther King Capital Management (LKCM) held 363,677 shares of Utz Brands worth $2.8M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 1,454 Utz Brands shares in Q2 2026, an estimated $10.8K.
  • Utz Brands made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #328 holding.
  • Luther King Capital Management (LKCM) first reported a position in Utz Brands in Q3 2021 and has held it in 20 quarters since.
  • Luther King Capital Management (LKCM)'s Utz Brands position peaked at $4.9M in Q3 2022.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.