Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,080,087
+$5,185,038 QoQ
Shares Held
311,823
+0.6% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#48
of 868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MAI Capital Management holds $46,566,081 across 15 Packaged Foods names. SJM ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
311,823 | $35,080,087 | |
| 2 | HLF |
Herbalife Ltd.
|
202,999 | $2,669,436 | |
| 3 | GIS |
General Mills Inc
|
60,428 | $2,102,893 | |
| 4 | MKC |
Mccormick & Co Inc
|
36,448 | $1,837,707 | |
| 5 | DAR |
Darling Ingredients Inc.
|
25,910 | $1,415,203 | |
| 6 | MZTI |
Marzetti Co
|
6,132 | $700,028 | |
| 7 | KHC |
Kraft Heinz Co
|
24,542 | $579,681 | |
| 8 | CAG |
Conagra Brands Inc.
|
36,008 | $484,667 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,080,087 | 311,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,895,049 | 309,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,652,105 | 119,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,368,454 | 113,890 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,192,345 | 113,975 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,481,452 | 113,854 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,907,718 | 35,486 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,916,649 | 15,827 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,502,680 | 13,781 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,820,961 | 14,467 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,458,930 | 11,544 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,264,498 | 10,288 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,574,457 | 10,662 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,664,502 | 10,577 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,620,728 | 10,228 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,452,011 | 10,567 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $930,760 | 7,271 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $458,092 | 3,383 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $459,886 | 3,386 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $657,884 | 5,481 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $435,873 | 3,364 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $412,867 | 3,263 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $379,168 | 3,280 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $223,646 | 1,936 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $203,049 | 1,919 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $214,008 | 1,928 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||