Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,543,387
+$685,939 QoQ
Shares Held
13,719
+54.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 880 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026&PARTNERS holds $33,567,873 across 16 Packaged Foods names. SJM ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
420,797 | $21,216,584 | |
| 2 | GIS |
General Mills Inc
|
64,654 | $2,249,959 | |
| 3 | DAR |
Darling Ingredients Inc.
|
29,421 | $1,606,975 | |
| 4 | SJM |
J M SMUCKER Co
This page
|
13,719 | $1,543,387 | |
| 5 | KHC |
Kraft Heinz Co
|
64,190 | $1,516,167 | |
| 6 | INGR |
Ingredion Inc
|
14,818 | $1,403,412 | |
| 7 | CPB |
CAMPBELL'S Co
|
40,046 | $891,824 | |
| 8 | CAG |
Conagra Brands Inc.
|
51,356 | $691,251 |
All Filings in SJM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,543,387 | 13,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $857,448 | 8,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $689,756 | 7,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $800,273 | 7,369 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $698,889 | 7,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,377,937 | 11,637 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,166,721 | 10,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,014,696 | 8,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,159 | 4,376 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $477,676 | 3,795 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $423,499 | 3,351 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||