Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,285,112
+$295,472 QoQ
Shares Held
29,201
-5.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#206
of 880 holders
Holding Since
Sep 2020
24 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 Advisory Services, LLC holds $19,281,749 across 15 Packaged Foods names. SJM ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
197,204 | $6,862,699 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
29,201 | $3,285,112 | |
| 3 | KHC |
Kraft Heinz Co
|
92,505 | $2,184,968 | |
| 4 | CAG |
Conagra Brands Inc.
|
135,853 | $1,828,581 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
57,684 | $1,431,716 | |
| 6 | MKC |
Mccormick & Co Inc
|
22,930 | $1,156,130 | |
| 7 | CPB |
CAMPBELL'S Co
|
35,191 | $783,703 | |
| 8 | SFD |
Smithfield Foods Inc
|
22,518 | $546,286 |
All Filings in SJM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,285,112 | 29,201 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,989,640 | 31,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,322,205 | 23,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,522,560 | 23,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $535,779 | 5,456 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $477,547 | 4,033 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $532,870 | 4,839 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $695,114 | 5,740 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,011,018 | 9,272 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,358,263 | 10,791 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,248,381 | 9,878 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $855,822 | 6,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $775,119 | 5,249 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $709,266 | 4,507 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,413,938 | 8,923 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $791,619 | 5,761 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,454,065 | 11,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $664,592 | 4,908 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $761,542 | 5,607 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $563,660 | 4,696 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $549,895 | 4,244 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $548,634 | 4,336 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $723,309 | 6,257 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $5,429 | 47 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||