Position in SJM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,329,975
-$3,296,251 QoQ
Shares Held
11,822
-75.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 888 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Allworth Financial LP holds $7,204,243 across 40 Packaged Foods names. SJM ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
11,822 | $1,329,975 | |
| 2 | GIS |
General Mills Inc
|
37,258 | $1,296,578 | |
| 3 | KHC |
Kraft Heinz Co
|
50,283 | $1,187,684 | |
| 4 | MKC |
Mccormick & Co Inc
|
11,432 | $576,401 | |
| 5 | CPB |
CAMPBELL'S Co
|
23,934 | $533,010 | |
| 6 | CAG |
Conagra Brands Inc.
|
27,258 | $366,892 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
12,821 | $318,217 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
7,260 | $313,486 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,975 | 11,822 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,626,226 | 47,970 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,375,628 | 44,736 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,028,116 | 9,467 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $851,983 | 8,676 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,042,363 | 8,803 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $970,377 | 8,812 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $225,246 | 1,860 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $255,916 | 2,347 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $298,060 | 2,368 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $334,401 | 2,646 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $307,520 | 2,502 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $373,752 | 2,531 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $364,626 | 2,317 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $369,211 | 2,330 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $293,782 | 2,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $260,116 | 2,032 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $292,621 | 2,161 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $114,767 | 845 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $100,825 | 840 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,850 | 22 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,346 | 145 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,774 | 24 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,772 | 24 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,539 | 24 | 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. | ||||||