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Disclosery

Copeland Capital Management, LLC: UTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on UTZ, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 0 UTZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -3,958,637 shares

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 3,958,637 shares
    Change vs previous 13F -104,924 shares

    0.63% of the 13F portfolio, value $30,481,511.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,063,561 shares
    Change vs previous 13F +613,699 shares

    0.72% of the 13F portfolio, value $32,183,410.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,449,862 shares
    Change vs previous 13F +318,763 shares

    0.8% of the 13F portfolio, value $35,809,579.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,131,099 shares
    Change vs previous 13F +304,163 shares

    0.79% of the 13F portfolio, value $38,042,856.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,826,936 shares
    Change vs previous 13F -209,051 shares

    0.73% of the 13F portfolio, value $35,478,049.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,035,987 shares
    Change vs previous 13F -81,491 shares

    0.86% of the 13F portfolio, value $42,746,697.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,117,478 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $48,819,720.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).