Capital Analysts, LLC

Position in SJM — J M SMUCKER Co

CIK 1624758 FORT WASHINGTON, PA

Position in SJM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$9,787

+$1,494 QoQ

Shares Held

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#771

of 880 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capital Analysts, LLC holds $70,030 across 6 Packaged Foods names. SJM ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INGR	Ingredion Inc	228	$21,593
2	MKC	Mccormick & Co Inc	279	$14,067
3	KHC	Kraft Heinz Co	468	$11,053
4	SJM	J M SMUCKER Co This page	87	$9,787
5	GIS	General Mills Inc	243	$8,456
6	CAG	Conagra Brands Inc.	377	$5,074

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,787	87	+1.2%	Shares	Defined	2026-08-05
2026-03-31	$8,293	86	+152.9%	Shares	Defined	2026-05-14
2023-09-30	$4,178	34	+1033.3%	Shares	Defined	2023-11-13
2022-12-31	$1	3	-97.2%	Shares	Defined	2023-02-08
2021-09-30	$13,083	109	-58.9%	Shares	Defined	2021-11-04
2021-03-31	$33,530	265	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.