State Street
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State Street’s Utz Brands UTZ Stock Holding History

State Street’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
Q3 		$27M Buy
1,886,072
+41,985
+2% +$540K ﹤0.01% 2166
2026
Q2 		$14.3M Buy
1,844,087
+85,950
+5% +$641K ﹤0.01% 2567
2026
Q1 		$13.9M Buy
1,758,137
+72,746
+4% +$676K ﹤0.01% 2430
2025
Q4 		$17.6M Sell
1,685,391
-77,817
-4% -$839K ﹤0.01% 2338
2025
Q3 		$21.5M Buy
1,763,208
+8,821
+0.5% +$117K ﹤0.01% 2203
2025
Q2 		$22.1M Buy
1,754,387
+51,590
+3% +$675K ﹤0.01% 2138
2025
Q1 		$24M Sell
1,702,797
-128,412
-7% -$1.77M ﹤0.01% 2027
2024
Q4 		$28.8M Buy
1,831,209
+72,248
+4% +$1.22M ﹤0.01% 2013
2024
Q3 		$31.3M Buy
1,758,961
+152,868
+10% +$2.54M ﹤0.01% 1945
2024
Q2 		$26.9M Buy
1,606,093
+11,823
+0.7% +$213K ﹤0.01% 2010
2024
Q1 		$29.4M Buy
1,594,270
+8,189
+0.5% +$146K ﹤0.01% 1993
2023
Q4 		$25.8M Buy
1,586,081
+112,379
+8% +$1.48M ﹤0.01% 2068
2023
Q3 		$19.9M Buy
1,473,702
+39,326
+3% +$606K ﹤0.01% 2181
2023
Q2 		$23.5M Buy
1,434,376
+86,176
+6% +$1.48M ﹤0.01% 2147
2023
Q1 		$22.2M Buy
1,348,200
+25,255
+2% +$418K ﹤0.01% 2154
2022
Q4 		$21.1M Buy
1,322,945
+65,676
+5% +$1.09M ﹤0.01% 2209
2022
Q3 		$19.1M Buy
1,257,269
+42,387
+3% +$687K ﹤0.01% 2264
2022
Q2 		$16.9M Buy
1,214,882
+20,543
+2% +$286K ﹤0.01% 2372
2022
Q1 		$17.7M Buy
1,194,339
+15,166
+1% +$237K ﹤0.01% 2496
2021
Q4 		$18.9M Buy
1,179,173
+76,069
+7% +$1.21M ﹤0.01% 2513
2021
Q3 		$19M Buy
1,103,104
+42,230
+4% +$858K ﹤0.01% 2520
2021
Q2 		$23.1M Buy
1,060,874
+982,290
+1,250% +$24.5M ﹤0.01% 2419
2021
Q1 		$1.95M Buy
78,584
+15,595
+25% +$378K ﹤0.01% 3449
2020
Q4 		$1.39M Buy
+62,989
New +$1.2M ﹤0.01% 3491

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Martin & Co
Martin & Co Knoxville, Tennessee $616M AUM 16.64% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

State Street's UTZ Position: Q3 2026 in Review

State Street increased its Utz Brands (UTZ) stake by 2.3% in Q3 2026, buying an estimated $540K and bringing the position to 1,886,072 shares worth $27M. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

State Street first reported a position in UTZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $31.3M in Q3 2024. 131 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • State Street held 1,886,072 shares of Utz Brands worth $27M as of Q3 2026.
  • State Street bought 41,985 Utz Brands shares in Q3 2026, an estimated $540K.
  • Utz Brands made up ﹤0.01% of State Street's portfolio in Q3 2026, its #2166 holding.
  • State Street first reported a position in Utz Brands in Q4 2020 and has held it in 24 quarters since.
  • State Street's Utz Brands position peaked at $31.3M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.