Focus Partners Wealth

Position in SJM — J M SMUCKER Co

CIK 1542153 ST LOUIS, MO

Position in SJM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,504,812

+$1,047,315 QoQ

Shares Held

22,265

+47.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#231

of 886 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Consumer Defensive · as of Jun 30, 2026

Focus Partners Wealth holds $102,577,171 across 26 Packaged Foods names. SJM ranks #8 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	677,403	$34,163,170
2	GIS	General Mills Inc	537,205	$18,694,734
3	UTZ	Utz Brands, Inc.	2,389,800	$18,401,460
4	KHC	Kraft Heinz Co	228,685	$5,401,539
5	CAG	Conagra Brands Inc.	393,489	$5,296,361
6	NOMD	Nomad Foods Ltd	464,759	$5,089,111
7	FLO	Flowers Foods Inc	351,600	$2,777,640
8	SJM	J M SMUCKER Co This page	22,265	$2,504,812

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,504,812	22,265	+47.3%	Shares	Sole	2026-08-12
2026-03-31	$1,457,497	15,113	-64.2%	Shares	Sole	2026-05-15
2025-12-31	$4,131,396	42,239	-4.4%	Shares	Sole	2026-02-13
2025-09-30	$4,796,101	44,163	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$4,147,771	42,238	+2.7%	Shares	Sole	2025-08-14
2025-03-31	$4,869,966	41,128	-1.8%	Shares	Sole	2025-05-20
2024-12-31	$4,613,036	41,891	+357.9%	Shares	Sole	2025-05-20
2024-09-30	$1,107,822	9,148	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,004,912	9,216	+202.4%	Shares	Sole	2024-08-15
2024-03-31	$383,651	3,048	+3.0%	Shares	Sole	2024-05-16
2023-12-31	$374,084	2,960	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.