Steward Partners Investment Advisory, LLC

Position in SJM — J M SMUCKER Co

CIK 1723397 STAMFORD, CT

Position in SJM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,531,756

+$906,262 QoQ

Shares Held

15,883

+148.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $7,957,940 across 26 Packaged Foods names. SJM ranks #1 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	15,883	$1,531,756
2	MKC	Mccormick & Co Inc	29,290	$1,477,387
3	KHC	Kraft Heinz Co	47,895	$1,077,158
4	GIS	General Mills Inc	27,180	$1,011,639
5	MZTI	Marzetti Co	4,058	$561,343
6	INGR	Ingredion Inc	3,813	$429,572
7	DAR	Darling Ingredients Inc.	5,805	$359,039
8	CPB	CAMPBELL'S Co	15,115	$336,611

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,531,756	15,883	+148.4%	Shares	Sole	2026-05-08
2025-12-31	$625,494	6,395	-8.7%	Shares	Sole	2026-02-12
2025-09-30	$760,743	7,005	+2.8%	Shares	Sole	2025-11-12
2025-06-30	$669,134	6,814	+4.2%	Shares	Sole	2025-08-12
2025-03-31	$774,401	6,540	+19.8%	Shares	Sole	2025-05-13
2024-12-31	$601,034	5,458	-2.8%	Shares	Sole	2025-02-06
2024-09-30	$680,097	5,616	+4.2%	Shares	Sole	2024-11-14
2024-06-30	$587,616	5,389	-3.2%	Shares	Sole	2024-08-08
2024-03-31	$700,592	5,566	-65.6%	Shares	Sole	2024-05-15
2023-12-31	$2,044,954	16,181	+0.2%	Shares	Sole	2024-02-12
2023-09-30	$1,985,733	16,156	+4.6%	Shares	Sole	2023-11-13
2023-06-30	$2,281,206	15,448	+18.7%	Shares	Sole	2023-08-14
2023-03-31	$2,048,013	13,014	-4.0%	Shares	Sole	2023-05-15
2022-12-31	$2,148,876	13,561	-4.8%	Shares	Sole	2023-02-15
2022-09-30	$1,957,130	14,243	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$1,801,484	14,073	+1.2%	Shares	Sole	2022-08-04
2022-03-31	$1,883,146	13,907	-21.7%	Shares	Sole	2022-05-02
2021-12-31	$2,413,521	17,770	-5.3%	Shares	Sole	2022-02-08
2021-09-30	$2,252,603	18,767	-2.0%	Shares	Sole	2021-11-12
2021-06-30	$2,481,265	19,150	-18.7%	Shares	Sole	2021-08-13
2021-03-31	$2,982,185	23,569	+20.9%	Shares	Sole	2021-05-17
2020-12-31	$2,254,084	19,499	-9.0%	Shares	Sole	2021-02-11
2020-09-30	$2,475,940	21,433	+2.0%	Shares	Sole	2020-10-30
2020-06-30	$2,223,702	21,016	+43.9%	Shares	Sole	2020-08-06
2020-03-31	$1,620,711	14,601	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.