Advisors Capital Management, LLC

Position in SJM — J M SMUCKER Co

CIK 1345576 RIDGEWOOD, NJ

Position in SJM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$50,374,237

+$8,483,402 QoQ

Shares Held

447,771

+3.1% QoQ

Ownership

0.419%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#40

of 886 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisors Capital Management, LLC holds $57,473,915 across 5 Packaged Foods names. SJM ranks #1 (87.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	447,771	$50,374,237
2	GIS	General Mills Inc	127,910	$4,451,268
3	UTZ	Utz Brands, Inc.	260,486	$2,005,742
4	MZTI	Marzetti Co	3,388	$386,774
5	DAR	Darling Ingredients Inc.	4,685	$255,894

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,374,237	447,771	+3.1%	Shares	Sole	2026-08-11
2026-03-31	$41,890,835	434,372	+69.0%	Shares	Sole	2026-05-01
2025-12-31	$25,141,278	257,042	-9.2%	Shares	Sole	2026-01-29
2025-09-30	$30,743,574	283,090	+4.7%	Shares	Sole	2025-11-07
2025-06-30	$26,552,396	270,391	+6.3%	Shares	Sole	2025-08-08
2025-03-31	$30,133,332	254,483	+7.4%	Shares	Sole	2025-05-27
2024-12-31	$26,092,273	236,944	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$27,929,898	230,635	+2.6%	Shares	Sole	2024-11-14
2024-06-30	$24,499,325	224,682	+14.0%	Shares	Sole	2024-08-09
2024-03-31	$24,818,039	197,172	+12.6%	Shares	Sole	2024-05-06
2023-12-31	$22,122,060	175,044	+1.4%	Shares	Sole	2024-02-14
2023-09-30	$21,212,791	172,588	+3.9%	Shares	Sole	2023-11-15
2023-06-30	$24,530,202	166,115	+8.0%	Shares	Sole	2023-08-03
2023-03-31	$24,200,515	153,781	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.