Position in SJM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$280,237
+$52,736 QoQ
Shares Held
2,491
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#551
of 880 holders
Holding Since
Dec 2022
9 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, 2026MOODY NATIONAL BANK TRUST DIVISION holds $707,215 across 2 Packaged Foods names. SJM ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
18,077 | $426,978 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
2,491 | $280,237 |
All Filings in SJM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,237 | 2,491 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $227,501 | 2,359 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $225,353 | 2,304 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $266,395 | 2,453 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $240,884 | 2,453 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $287,143 | 2,425 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $267,040 | 2,425 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $216,162 | 1,785 | Shares | Defined | 2024-10-03 | |
| 2022-12-31 | $200,610 | 1,266 | Shares | Defined | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||