West Family Investments, Inc.

Position in SJM — J M SMUCKER Co

CIK 1568303 CARLSBAD, CA

Position in SJM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$217,462

+$14,745 QoQ

Shares Held

1,933

+12.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#607

of 886 holders

Holding Since

Jun 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $1,774,517 across 5 Packaged Foods names. SJM ranks #5 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	39,089	$526,137
2	MKC	Mccormick & Co Inc	7,731	$389,797
3	GIS	General Mills Inc	10,921	$380,050
4	KHC	Kraft Heinz Co	11,053	$261,071
5	SJM	J M SMUCKER Co This page	1,933	$217,462

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,462	1,933	+12.9%	Shares	Sole	2026-08-10
2025-03-31	$202,717	1,712	-7.9%	Shares	Sole	2025-05-02
2024-03-31	$233,866	1,858	-40.3%	Shares	Sole	2024-05-13
2023-06-30	$459,401	3,111	+66.4%	Shares	Sole	2023-08-16
2023-03-31	$294,281	1,870	-25.2%	Shares	Sole	2023-05-03
2022-12-31	$396,150	2,500	+49.7%	Shares	Sole	2023-02-08
2022-09-30	$229,474	1,670	-25.8%	Shares	Sole	2022-11-04
2022-03-31	$304,672	2,250	0.0%	Shares	Sole	2022-05-13
2021-12-31	$305,595	2,250	-21.0%	Shares	Sole	2022-02-15
2021-06-30	$369,144	2,849	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.