MARTIN & CO INC /TN/ UTZ β€” UTZ BRANDS INC

Ownership history in MARTIN & CO INC /TN/  Β·  1 quarter on record

AI Ownership Summary

MARTIN & CO INC /TN/ reported UTZ BRANDS INC (UTZ) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.59% in 2026 Q2. The latest visible filing shows UTZ at 0.59% 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 MARTIN & CO INC /TN/'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 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q2

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

Time in book
Holding Window
2026 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.

How MARTIN & CO INC /TN/ held UTZ β€” position size vs. price
% of Fund (quarterly)    UTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 487,863 β€” β€” 0.59% $3.8M 2026-08-12 $14.13

FAQ About MARTIN & CO INC /TN/ and UTZ

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

How long has MARTIN & CO INC /TN/ reported owning UTZ?

MARTIN & CO INC /TN/ reported UTZ across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported UTZ position in MARTIN & CO INC /TN/'s portfolio?

The largest reported portfolio weight for UTZ was 0.59% in 2026 Q2.

What is the latest reported UTZ position on this page?

The most recent filing on this page is 2026 Q2, when MARTIN & CO INC /TN/ reported 487,863 shares, equal to 0.59% of portfolio, with an estimated market value of $3.8M.

What does the chart on this UTZ ownership page compare?

The chart compares MARTIN & CO INC /TN/'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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