Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,933,550
-$417,836 QoQ
Shares Held
26,076
-25.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#219
of 880 holders
Holding Since
Dec 2020
22 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, 2026MCDONALD PARTNERS LLC holds $3,178,712 across 7 Packaged Foods names. SJM ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
26,076 | $2,933,550 | |
| 2 | POST |
Post Holdings, Inc.
|
1,200 | $105,912 | |
| 3 | MKC |
Mccormick & Co Inc
|
1,900 | $95,798 | |
| 4 | MZTI |
Marzetti Co
|
200 | $22,832 | |
| 5 | GIS |
General Mills Inc
|
425 | $14,790 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
316 | $4,089 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
100 | $1,741 |
All Filings in SJM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,933,550 | 26,076 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,351,386 | 34,751 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,429,306 | 24,837 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,927,313 | 26,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,703,318 | 37,712 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,055,424 | 34,249 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,032,814 | 36,622 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,810,576 | 39,724 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,508,804 | 41,350 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,664,705 | 29,115 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,101,870 | 24,544 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,995,316 | 24,370 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,573,466 | 24,199 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,819,212 | 24,269 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,854,381 | 24,324 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,347,857 | 24,364 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,277,056 | 25,600 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,533,930 | 26,098 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $3,091,252 | 25,754 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $3,254,539 | 25,118 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $3,270,420 | 25,847 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $2,802,606 | 24,244 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||