Dakota Wealth Management

Position in SJM — J M SMUCKER Co

CIK 1631353 PALM BEACH GARDENS, FL

Position in SJM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,592,487

+$1,604,018 QoQ

Shares Held

49,711

+20.2% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#152

of 886 holders

Holding Since

Mar 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Dakota Wealth Management holds $7,621,190 across 4 Packaged Foods names. SJM ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	49,711	$5,592,487
2	MKC	Mccormick & Co Inc	29,373	$1,480,986
3	CAG	Conagra Brands Inc.	24,391	$328,302
4	MZTI	Marzetti Co	1,922	$219,415

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,592,487	49,711	+20.2%	Shares	Sole	2026-08-07
2026-03-31	$3,988,469	41,357	+634.2%	Shares	Sole	2026-08-26
2024-03-31	$709,025	5,633	+27.3%	Shares	Defined	2024-04-24
2023-12-31	$559,357	4,426	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$543,508	4,422	+1.3%	Shares	Sole	2023-10-24
2023-06-30	$644,874	4,367	0.0%	Shares	Sole	2023-07-31
2023-03-31	$687,234	4,367	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.