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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.

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
$80m
Buyers
1
Sellers
1

Breadth 0 among 94 comparable managers.

COST

Costco Wholesale Corporation

Holders
28
Reported value
$24.7bn
Buyers
15
Sellers
13

Breadth +2 among 94 comparable managers.

Who holds both, Q3 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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