Position in SJM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$627,637
+$229,340 QoQ
Shares Held
5,579
+35.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#394
of 886 holders
Holding Since
Dec 2024
7 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, 2026Waverly Advisors, LLC holds $17,679,124 across 9 Packaged Foods names. SJM ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
240,383 | $12,120,110 | |
| 2 | GIS |
General Mills Inc
|
101,489 | $3,531,817 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
5,579 | $627,637 | |
| 4 | DAR |
Darling Ingredients Inc.
|
5,769 | $315,102 | |
| 5 | CAG |
Conagra Brands Inc.
|
22,418 | $301,746 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
6,914 | $298,546 | |
| 7 | KHC |
Kraft Heinz Co
|
11,438 | $270,165 | |
| 8 | MICC |
Magnum Ice Cream Co N.V.
|
12,253 | $213,324 |
All Filings in SJM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,637 | 5,579 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $398,297 | 4,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,967 | 3,394 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $368,805 | 3,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $269,264 | 2,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $301,116 | 2,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $285,100 | 2,589 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||