Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,626,612
-$283,450 QoQ
Shares Held
47,974
-4.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 51.80097552841122.ToString("F0")%
Shared 0.ToString("F0")%
None 48.19902447158878.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $29,516,186 across 23 Packaged Foods names. SJM ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
181,667 | $6,761,645 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
47,974 | $4,626,612 | |
| 3 | MKC |
Mccormick & Co Inc
|
68,668 | $3,463,613 | |
| 4 | DAR |
Darling Ingredients Inc.
|
43,943 | $2,717,874 | |
| 5 | CAG |
Conagra Brands Inc.
|
144,338 | $2,268,993 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
39,319 | $1,661,620 | |
| 7 | INGR |
Ingredion Inc
|
13,174 | $1,484,182 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
89,802 | $1,444,914 |
All Filings in SJM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,626,612 | 47,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,910,062 | 50,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,209,096 | 57,174 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $6,032,524 | 61,431 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,451,805 | 54,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,465,475 | 58,713 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,903,426 | 57,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,182,349 | 56,698 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,848,927 | 46,468 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,166,080 | 48,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,100,027 | 41,494 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,533,806 | 44,246 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,598,051 | 41,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,793,814 | 42,874 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,690,010 | 41,409 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,067,645 | 31,776 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,989,314 | 29,461 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,068,352 | 29,954 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,495,633 | 29,123 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,482,280 | 11,440 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,526,078 | 12,061 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,240,619 | 10,732 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,163,170 | 10,069 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,265,910 | 11,964 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,242,534 | 11,194 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||