Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,781,687
+$749,614 QoQ
Shares Held
33,615
+6.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#183
of 880 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $6,936,179 across 8 Packaged Foods names. SJM ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
33,615 | $3,781,687 | |
| 2 | KHC |
Kraft Heinz Co
|
33,493 | $791,104 | |
| 3 | GIS |
General Mills Inc
|
20,700 | $720,360 | |
| 4 | MKC |
Mccormick & Co Inc
|
14,112 | $711,527 | |
| 5 | CAG |
Conagra Brands Inc.
|
35,498 | $477,803 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
12,327 | $305,956 | |
| 7 | FLO |
Flowers Foods Inc
|
13,278 | $104,896 | |
| 8 | BRCC |
BRC Inc.
|
386 | $42,846 |
All Filings in SJM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,781,687 | 33,615 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,032,073 | 31,440 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,926,964 | 29,925 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,041,668 | 28,008 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,651,989 | 27,006 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,107,078 | 26,240 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,830,964 | 25,708 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,884,117 | 23,816 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,505,194 | 22,975 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $347,275 | 2,759 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $440,434 | 3,485 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $427,726 | 3,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $485,834 | 3,290 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $508,462 | 3,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $495,662 | 3,128 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $320,165 | 2,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $270,613 | 2,114 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $268,924 | 1,986 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||