MISSION WEALTH MANAGEMENT, LP

Position in SJM — J M SMUCKER Co

CIK 1645382 Santa Barbara, CA

Position in SJM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$248,062

+$34,563 QoQ

Shares Held

2,205

+25.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#577

of 880 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,066,548 across 5 Packaged Foods names. SJM ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	25,659	$892,933
2	MKC	Mccormick & Co Inc	7,296	$367,864
3	KHC	Kraft Heinz Co	12,562	$296,714
4	CAG	Conagra Brands Inc.	19,389	$260,975
5	SJM	J M SMUCKER Co This page	2,205	$248,062

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,062	2,205	+25.1%	Shares	Sole	2026-07-20
2024-09-30	$213,499	1,763	-30.6%	Shares	Sole	2024-10-31
2024-03-31	$319,709	2,540	+62.6%	Shares	Sole	2024-04-30
2023-06-30	$230,660	1,562	-23.1%	Shares	Sole	2023-08-04
2023-03-31	$319,461	2,030	+1.2%	Shares	Sole	2023-04-07
2022-12-31	$317,870	2,006	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$277,568	2,020	+0.4%	Shares	Sole	2022-10-12
2022-06-30	$257,556	2,012	+1.5%	Shares	Sole	2022-07-27
2022-03-31	$268,518	1,983	-0.5%	Shares	Sole	2022-04-25
2021-12-31	$270,689	1,993	+1.8%	Shares	Sole	2022-02-11
2021-09-30	$235,018	1,958	0.0%	Shares	Sole	2021-11-05
2021-06-30	$253,698	1,958	-4.9%	Shares	Sole	2021-08-10
2021-03-31	$260,398	2,058	+5.1%	Shares	Sole	2021-05-10
2020-12-31	$226,460	1,959	+0.1%	Shares	Sole	2021-01-19
2020-09-30	$226,072	1,957	-0.2%	Shares	Sole	2020-10-16
2020-06-30	$207,387	1,960	0.0%	Shares	Sole	2020-08-03
2020-03-31	$217,560	1,960	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.