Gradient Investments LLC

Position in SJM — J M SMUCKER Co

CIK 1542265 ARDEN HILLS, MN

Position in SJM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$15,158,362

+$2,558,573 QoQ

Shares Held

134,741

+3.1% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#81

of 880 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gradient Investments LLC holds $29,267,603 across 2 Packaged Foods names. SJM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SJM	J M SMUCKER Co This page	134,741	$15,158,362
2	KHC	Kraft Heinz Co	597,343	$14,109,241

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,158,362	134,741	+3.1%	Shares	Sole	2026-07-08
2026-03-31	$12,599,789	130,649	+1.9%	Shares	Sole	2026-04-13
2025-12-31	$12,538,361	128,191	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$13,907,750	128,064	+853660.0%	Shares	Sole	2025-10-06
2024-03-31	$1,888	15	+275.0%	Shares	Sole	2024-04-23
2023-12-31	$505	4	0.0%	Shares	Sole	2024-01-18
2023-09-30	$491	4	-50.0%	Shares	Sole	2023-10-27
2023-06-30	$1,181	8	0.0%	Shares	Sole	2023-07-11
2023-03-31	$1,258	8	-91.5%	Shares	Sole	2023-04-17
2022-12-31	$14,895	94	-19.0%	Shares	Sole	2023-01-10
2022-09-30	$15,939	116	0.0%	Shares	Sole	2022-10-14
2022-06-30	$14,849	116	+286.7%	Shares	Sole	2022-07-11
2022-03-31	$4,062	30	0.0%	Shares	Sole	2022-05-26
2021-12-31	$4,074	30	-6.2%	Shares	Sole	2022-01-12
2021-09-30	$3,840	32	0.0%	Shares	Sole	2021-10-18
2021-06-30	$4,146	32	+540.0%	Shares	Sole	2021-07-12
2021-03-31	$632	5	0.0%	Shares	Sole	2021-04-21
2020-12-31	$578	5	0.0%	Shares	Sole	2021-01-08
2020-09-30	$577	5	0.0%	Shares	Sole	2020-10-06
2020-06-30	$529	5	0.0%	Shares	Sole	2020-07-10
2020-03-31	$555	5	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.