Kimelman & Baird, LLC UTZ — UTZ BRANDS INC

Ownership history in Kimelman & Baird, LLC  ·  9 quarters on record

AI Ownership Summary

Kimelman & Baird, LLC reported UTZ BRANDS INC (UTZ) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows UTZ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kimelman & Baird, LLC's position in UTZ BRANDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UTZ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTZ stock page Kimelman & Baird, LLC fund profile Kimelman & Baird, LLC full holdings
How Kimelman & Baird, LLC held UTZ — position size vs. price
% of Fund (quarterly)    UTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 128,584 +72,600 +129.7% 0.07% $990K 2026-08-05 $14.12
2026 Q1 ADDED — — — 55,984 +1,500 +2.8% 0.04% $443K 2026-05-13 $6.89
2025 Q4 UNCHANGED — — — 54,484 — 0% 0.04% $566K 2026-02-06 $10.79
2025 Q3 UNCHANGED — — — 54,484 — 0% 0.05% $662K 2025-11-25 $9.17
2025 Q2 UNCHANGED — — — 54,484 — 0% 0.06% $684K 2025-08-12 $12.50
2025 Q1 UNCHANGED — — — 54,484 — 0% 0.07% $767K 2025-05-13 $12.20
2024 Q4 UNCHANGED — — — 54,484 — 0% 0.07% $853K 2025-02-10 $13.16
2024 Q3 UNCHANGED — — — 54,484 — 0% 0.08% $964K 2024-11-15 $15.64
2024 Q2 INITIATED — — — 54,484 — — 0.07% $907K 2024-08-19 $16.34

🏢 Other funds also holding UTZ

As of 2026 Q2 — sorted by position size

Copeland Capital Management, LLC 3Y 7Y 0.63% nVerses Capital, LLC 0.55% Diamond Hill Capital Management, LLC (Investment Advisor) 3Y 7Y 0.12% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.07% LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 0.04% First Bank & Trust 3Y 7Y 0.03% Sageworth Trust Co 3Y 7Y 0.03% First Eagle Investment Management, LLC 3Y 7Y 0.02% AXQ CAPITAL, LP 3Y 0.01% JENNISON ASSOCIATES LLC 3Y 7Y 0.01%

FAQ About Kimelman & Baird, LLC and UTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kimelman & Baird, LLC reported owning UTZ?

Kimelman & Baird, LLC reported UTZ across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported UTZ position in Kimelman & Baird, LLC's portfolio?

The largest reported portfolio weight for UTZ was 0.08% in 2024 Q3.

What is the latest reported UTZ position on this page?

The most recent filing on this page is 2026 Q2, when Kimelman & Baird, LLC reported 128,584 shares, equal to 0.07% of portfolio, with an estimated market value of $990K.

What does the chart on this UTZ ownership page compare?

The chart compares Kimelman & Baird, LLC's quarterly UTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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