Colonial Trust Advisors

Position in SJM — J M SMUCKER Co

CIK 1567993 SPARTANBURG, SC

Position in SJM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$116,595

-$10,851 QoQ

Shares Held

1,209

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Colonial Trust Advisors holds $248,797 across 8 Packaged Foods names. SJM ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	1,209	$116,595
2	GIS	General Mills Inc	1,650	$61,413
3	MKC	Mccormick & Co Inc	1,006	$50,742
4	KHC	Kraft Heinz Co	400	$8,996
5	LSF	Laird Superfood, Inc.	3,000	$6,450
6	MICC	Magnum Ice Cream Co N.V.	210	$3,139
7	LW	Lamb Weston Holdings, Inc.	29	$1,225
8	BYND	Beyond Meat, Inc.	339	$237

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,595	1,209	-7.2%	Shares	Sole	2026-05-12
2025-12-31	$127,446	1,303	+7.8%	Shares	Sole	2026-02-12
2025-09-30	$131,297	1,209	-32.8%	Shares	Sole	2025-11-10
2025-06-30	$176,760	1,800	0.0%	Shares	Sole	2025-08-13
2025-03-31	$213,138	1,800	-14.3%	Shares	Sole	2025-05-14
2024-12-31	$231,252	2,100	0.0%	Shares	Sole	2025-02-13
2024-09-30	$254,310	2,100	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$234,436	2,150	-0.0%	Shares	Sole	2024-08-14
2024-03-31	$270,746	2,151	-4.6%	Shares	Sole	2024-05-14
2023-12-31	$284,986	2,255	0.0%	Shares	Sole	2024-02-14
2023-09-30	$277,162	2,255	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$332,848	2,254	0.0%	Shares	Sole	2023-08-14
2023-03-31	$354,711	2,254	0.0%	Shares	Sole	2023-05-11
2022-12-31	$357,168	2,254	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$312,332	2,273	+5.3%	Shares	Sole	2022-11-14
2022-06-30	$276,373	2,159	0.0%	Shares	Sole	2022-08-12
2022-03-31	$292,350	2,159	-4.0%	Shares	Sole	2022-05-09
2021-12-31	$305,595	2,250	0.0%	Shares	Sole	2022-02-14
2021-09-30	$270,067	2,250	-4.3%	Shares	Sole	2021-11-12
2021-06-30	$304,489	2,350	0.0%	Shares	Sole	2021-08-05
2021-03-31	$297,345	2,350	0.0%	Shares	Sole	2021-05-10
2020-12-31	$271,660	2,350	0.0%	Shares	Sole	2021-01-29
2020-09-30	$271,472	2,350	-11.3%	Shares	Sole	2020-10-26
2020-06-30	$280,396	2,650	+23.3%	Shares	Sole	2020-08-10
2020-03-31	$238,650	2,150	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.