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UTZ · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UTZCOST
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UTZ
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterUTZCOST
Q3 20202 holders, $74m32 holders, $15.4bn
Q4 20204 holders, $121m30 holders, $15.3bn
Q1 20214 holders, $140m29 holders, $13.4bn
Q2 20213 holders, $120m25 holders, $15.5bn
Q3 20211 holders, $97m25 holders, $16.9bn
Q4 20212 holders, $70m27 holders, $20.5bn
Q1 20222 holders, $61m32 holders, $19.9bn
Q2 20222 holders, $58m30 holders, $15.8bn
Q3 20223 holders, $58m33 holders, $16.0bn
Q4 20223 holders, $63m33 holders, $32.7bn
Q1 20232 holders, $78m29 holders, $14.9bn
Q2 20232 holders, $83m37 holders, $16.0bn
Q3 20232 holders, $69m30 holders, $16.8bn
Q4 20232 holders, $84m26 holders, $20.1bn
Q1 20242 holders, $91m29 holders, $21.5bn
Q2 20242 holders, $75m31 holders, $24.7bn
Q3 20242 holders, $80m28 holders, $24.7bn
Q4 20242 holders, $73m34 holders, $26.0bn
Q1 20253 holders, $37m35 holders, $28.2bn
Q2 20252 holders, $45m36 holders, $29.4bn
Q3 20252 holders, $44m35 holders, $26.7bn
Q4 20251 holders, $9.2m40 holders, $34.6bn
Q1 20262 holders, $22m40 holders, $36.1bn
Q2 20262 holders, $12m38 holders, $35.5bn
UTZ

Utz Brands Inc

Holders
2
Reported value
$84m
Buyers
1
Sellers
1

Breadth 0 among 93 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
26
Reported value
$20.1bn
Buyers
15
Sellers
12

Breadth +3 among 93 comparable managers.

Consumer staples

Who holds both, Q4 2023

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UTZ (1)

First Eagle Investment Management LLC

Only COST (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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