Position in SJM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,995,812
+$2,369,200 QoQ
Shares Held
62,185
+29.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 886 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $37,212,566 across 28 Packaged Foods names. SJM ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
235,985 | $8,212,278 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
62,185 | $6,995,812 | |
| 3 | MKC |
Mccormick & Co Inc
|
78,482 | $3,957,062 | |
| 4 | CAG |
Conagra Brands Inc.
|
203,596 | $2,740,402 | |
| 5 | DAR |
Darling Ingredients Inc.
|
46,268 | $2,527,158 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
55,863 | $2,412,164 | |
| 7 | CPB |
CAMPBELL'S Co
|
88,815 | $1,977,910 | |
| 8 | KHC |
Kraft Heinz Co
|
48,105 | $1,136,240 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,995,812 | 62,185 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||