Vest Financial, LLC

Position in SJM — J M SMUCKER Co

CIK 1709632 MCLEAN, VA

Position in SJM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$57,058,987

+$8,188,597 QoQ

Shares Held

507,191

+0.1% QoQ

Ownership

0.475%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#38

of 886 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Vest Financial, LLC holds $172,516,656 across 5 Packaged Foods names. SJM ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	507,191	$57,058,987
2	HRL	Hormel Foods Corp /De/	2,285,103	$56,716,255
3	MKC	Mccormick & Co Inc	934,176	$47,101,153
4	INGR	Ingredion Inc	64,508	$6,109,552
5	MZTI	Marzetti Co	48,447	$5,530,709

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,058,987	507,191	+0.1%	Shares	Defined	2026-07-24
2026-03-31	$48,870,390	506,744	+7.6%	Shares	Defined	2026-04-24
2025-12-31	$46,059,413	470,907	-6.7%	Shares	Defined	2026-01-30
2025-09-30	$54,812,049	504,715	+11.1%	Shares	Sole	2025-10-30
2025-06-30	$44,601,653	454,192	-14.1%	Shares	Defined	2025-07-25
2025-03-31	$62,593,301	528,615	+9.0%	Shares	Sole	2025-04-11
2024-12-31	$53,402,914	484,952	+17.2%	Shares	Defined	2025-01-28
2024-09-30	$50,112,633	413,812	+10.2%	Shares	Defined	2024-10-18
2024-06-30	$40,928,382	375,352	+29.7%	Shares	Sole	2024-08-08
2024-03-31	$36,439,616	289,502	+21.6%	Shares	Defined	2024-04-30
2023-12-31	$30,084,505	238,048	+58.3%	Shares	Sole	2024-01-11
2023-09-30	$18,481,484	150,366	+88.9%	Shares	Sole	2023-10-30
2023-06-30	$11,755,564	79,607	+17.6%	Shares	Defined	2023-07-28
2023-03-31	$10,651,902	67,687	—	Shares	Defined	2023-05-12
No filing history on record for this holder in this stock.