Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$49,050
+$7,292 QoQ
Shares Held
436
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#683
of 880 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Costello Asset Management, INC holds $278,637 across 11 Packaged Foods names. SJM ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
1,360 | $68,571 | |
| 2 | GIS |
General Mills Inc
|
1,452 | $50,529 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
436 | $49,050 | |
| 4 | JBSS |
Sanfilippo John B & Son Inc
|
500 | $42,995 | |
| 5 | INGR |
Ingredion Inc
|
300 | $28,413 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
1,500 | $26,115 | |
| 7 | JJSF |
J&J Snack Foods Corp
|
100 | $7,345 | |
| 8 | UTZ |
Utz Brands, Inc.
|
300 | $2,310 |
All Filings in SJM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,050 | 436 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $41,758 | 433 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,156 | 431 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $46,698 | 430 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,931 | 427 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $50,442 | 426 | Shares | Sole | 2025-05-09 | |
| 2021-03-31 | $12,653 | 100 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $11,560 | 100 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $11,552 | 100 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $19,045 | 180 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||