Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$136,912
+$19,545 QoQ
Shares Held
1,217
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#628
of 880 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $1,043,262 across 21 Packaged Foods names. SJM ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
9,739 | $338,917 | |
| 2 | POST |
Post Holdings, Inc.
|
2,981 | $263,103 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
1,217 | $136,912 | |
| 4 | KHC |
Kraft Heinz Co
|
3,848 | $90,889 | |
| 5 | CPB |
CAMPBELL'S Co
|
3,261 | $72,622 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
3,526 | $45,626 | |
| 7 | MKC |
Mccormick & Co Inc
|
572 | $28,840 | |
| 8 | MZTI |
Marzetti Co
|
118 | $13,470 |
All Filings in SJM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,912 | 1,217 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $117,367 | 1,217 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $87,050 | 890 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $128,365 | 1,182 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $131,391 | 1,338 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $143,039 | 1,208 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $92,721 | 842 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $153,312 | 1,266 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $167,594 | 1,537 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $178,609 | 1,419 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $182,619 | 1,445 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $174,532 | 1,420 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $210,872 | 1,428 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $166,182 | 1,056 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $136,909 | 864 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $118,722 | 864 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $110,856 | 866 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||