Position in SJM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$886,162
+$16,240 QoQ
Shares Held
7,877
-11.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#343
of 880 holders
Holding Since
Dec 2020
22 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, 2026J.W. COLE ADVISORS, INC. holds $4,689,296 across 7 Packaged Foods names. SJM ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
65,125 | $1,538,252 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
7,877 | $886,162 | |
| 3 | GIS |
General Mills Inc
|
22,986 | $799,912 | |
| 4 | MKC |
Mccormick & Co Inc
|
12,699 | $640,283 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
21,114 | $524,049 | |
| 6 | NOMD |
Nomad Foods Ltd
|
14,014 | $153,453 | |
| 7 | CAG |
Conagra Brands Inc.
|
10,935 | $147,185 |
All Filings in SJM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,162 | 7,877 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $869,922 | 8,894 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,262,475 | 11,625 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,494,505 | 15,219 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,503,333 | 12,696 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $465,477 | 4,227 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $708,556 | 5,851 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $471,816 | 4,327 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $769,443 | 6,113 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $768,516 | 6,081 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $218,533 | 1,778 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $262,261 | 1,776 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $279,017 | 1,773 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $301,232 | 1,901 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $272,758 | 1,985 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $252,691 | 1,974 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $266,757 | 1,970 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $240,537 | 1,771 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $212,813 | 1,773 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $231,023 | 1,783 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $225,856 | 1,785 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $203,340 | 1,759 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||