Allworth Financial LP

Position in SJM — J M SMUCKER Co

CIK 1555170 FOLSOM, CA

Position in SJM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,626,226

+$250,598 QoQ

Shares Held

47,970

+7.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Allworth Financial LP holds $16,612,340 across 40 Packaged Foods names. SJM ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INGR	Ingredion Inc	61,675	$6,948,305
2	SJM	J M SMUCKER Co This page	47,970	$4,626,226
3	GIS	General Mills Inc	33,523	$1,247,726
4	KHC	Kraft Heinz Co	49,576	$1,114,964
5	MKC	Mccormick & Co Inc	9,441	$476,204
6	CPB	CAMPBELL'S Co	20,420	$454,753
7	DAR	Darling Ingredients Inc.	5,219	$322,795
8	HRL	Hormel Foods Corp /De/	13,319	$301,675

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,626,226	47,970	+7.2%	Shares	Sole	2026-05-15
2025-12-31	$4,375,628	44,736	+372.5%	Shares	Sole	2026-02-05
2025-09-30	$1,028,116	9,467	+9.1%	Shares	Sole	2025-12-02
2025-06-30	$851,983	8,676	-1.4%	Shares	Sole	2025-08-07
2025-03-31	$1,042,363	8,803	-0.1%	Shares	Sole	2025-04-30
2024-12-31	$970,377	8,812	+373.8%	Shares	Sole	2025-01-30
2024-09-30	$225,246	1,860	-20.7%	Shares	Sole	2024-10-23
2024-06-30	$255,916	2,347	-0.9%	Shares	Sole	2024-07-24
2024-03-31	$298,060	2,368	-10.5%	Shares	Sole	2024-04-25
2023-12-31	$334,401	2,646	+5.8%	Shares	Sole	2024-01-24
2023-09-30	$307,520	2,502	-1.1%	Shares	Sole	2023-10-31
2023-06-30	$373,752	2,531	+9.2%	Shares	Sole	2023-07-18
2023-03-31	$364,626	2,317	-0.6%	Shares	Sole	2023-04-18
2022-12-31	$369,211	2,330	+9.0%	Shares	Sole	2023-01-13
2022-09-30	$293,782	2,138	+5.2%	Shares	Sole	2022-11-14
2022-06-30	$260,116	2,032	-6.0%	Shares	Sole	2022-07-13
2022-03-31	$292,621	2,161	+155.7%	Shares	Sole	2022-04-22
2021-12-31	$114,767	845	+0.6%	Shares	Sole	2022-01-21
2021-09-30	$100,825	840	+3718.2%	Shares	Sole	2021-11-02
2021-06-30	$2,850	22	-84.8%	Shares	Sole	2021-08-02
2021-03-31	$18,346	145	+504.2%	Shares	Sole	2021-04-29
2020-12-31	$2,774	24	0.0%	Shares	Sole	2021-01-26
2020-09-30	$2,772	24	0.0%	Shares	Sole	2020-11-03
2020-06-30	$2,539	24	+9.1%	Shares	Sole	2020-07-24
2020-03-31	$2,442	22	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.