Rockefeller Capital Management
UTZ icon

Rockefeller Capital Management’s Utz Brands UTZ Stock Holding History

Rockefeller Capital Management’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 		$8.74K Sell
1,103
-1,449
-57% -$13.5K ﹤0.01% 4053
2025
Q4 		$26.5K Sell
2,552
-18,810
-88% -$203K ﹤0.01% 3374
2025
Q3 		$260K Sell
21,362
-2,191
-9% -$29K ﹤0.01% 2092
2025
Q2 		$296K Sell
23,553
-1,271
-5% -$16.6K ﹤0.01% 1654
2025
Q1 		$350K Sell
24,824
-15,864
-39% -$218K ﹤0.01% 1569
2024
Q4 		$637K Sell
40,688
-651
-2% -$11K ﹤0.01% 1402
2024
Q3 		$732K Buy
41,339
+200
+0.5% +$3.32K ﹤0.01% 1325
2024
Q2 		$685K Buy
41,139
+667
+2% +$12K ﹤0.01% 1345
2024
Q1 		$746K Sell
40,472
-38,393
-49% -$683K ﹤0.01% 1351
2023
Q4 		$1.28M Sell
78,865
-608,615
-89% -$8.03M ﹤0.01% 1065
2023
Q3 		$9.23M Sell
687,480
-331,957
-33% -$5.12M 0.04% 444
2023
Q2 		$16.7M Sell
1,019,437
-27,876
-3% -$479K 0.06% 320
2023
Q1 		$17.2M Buy
1,047,313
+915,784
+696% +$15.2M 0.07% 297
2022
Q4 		$2.08M Sell
131,529
-1,226,658
-90% -$20.3M 0.01% 735
2022
Q3 		$20.5M Sell
1,358,187
-10,139
-0.7% -$164K 0.11% 210
2022
Q2 		$18.9M Sell
1,368,326
-84,716
-6% -$1.18M 0.1% 213
2022
Q1 		$21.5M Buy
1,453,042
+22,511
+2% +$352K 0.1% 213
2021
Q4 		$22.8M Buy
1,430,531
+459,316
+47% +$7.31M 0.11% 202
2021
Q3 		$16.6M Buy
971,215
+431,933
+80% +$8.78M 0.09% 239
2021
Q2 		$11.8M Buy
539,282
+312,586
+138% +$7.8M 0.07% 275
2021
Q1 		$5.62M Buy
226,696
+16,209
+8% +$393K 0.04% 341
2020
Q4 		$4.64M Buy
210,487
+160,324
+320% +$3.05M 0.04% 339
2020
Q3 		$897K Buy
+50,163
New +$761K 0.01% 623

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

Rockefeller Capital Management's UTZ Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Utz Brands (UTZ) stake by 57% in Q1 2026, selling an estimated $13.5K and leaving 1,103 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4053.

Rockefeller Capital Management first reported a position in UTZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $22.8M in Q4 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Rockefeller Capital Management held 1,103 shares of Utz Brands worth $8.74K as of Q1 2026.
  • Rockefeller Capital Management sold 1,449 Utz Brands shares in Q1 2026, an estimated $13.5K.
  • Utz Brands made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4053 holding.
  • Rockefeller Capital Management first reported a position in Utz Brands in Q3 2020 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Utz Brands position peaked at $22.8M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.