Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,114,805
-$943,341 QoQ
Shares Held
42,667
-17.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 91.62316543223373.ToString("F0")%
Shared 0.7187952663368772.ToString("F0")%
None 7.658039301429391.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $88,668,096 across 23 Packaged Foods names. SJM ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
327,763 | $16,532,365 | |
| 2 | INGR |
Ingredion Inc
|
146,364 | $16,489,368 | |
| 3 | FLO |
Flowers Foods Inc
|
1,345,566 | $10,966,362 | |
| 4 | MZTI |
Marzetti Co
|
61,283 | $8,477,277 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
42,667 | $4,114,805 | |
| 6 | GIS |
General Mills Inc
|
105,367 | $3,921,759 | |
| 7 | POST |
Post Holdings, Inc.
|
34,528 | $3,413,438 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
77,641 | $3,281,108 |
All Filings in SJM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,114,805 | 42,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,058,146 | 51,714 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,239,926 | 66,666 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,294,059 | 53,911 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $6,577,911 | 55,552 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,141,061 | 55,767 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $6,340,795 | 52,360 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $6,150,400 | 56,405 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $7,537,347 | 59,882 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,648,137 | 60,517 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,101,248 | 57,776 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $5,080,438 | 34,404 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $5,544,931 | 35,235 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,760,612 | 30,043 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||