Corient Private Wealth LLC

Position in SJM — J M SMUCKER Co

CIK 1948780 MIAMI, FL

Position in SJM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,146,512

-$968,293 QoQ

Shares Held

27,969

-34.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#210

of 880 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 30% Shared 31% None 39%

Consumer Defensive · as of Jun 30, 2026

Corient Private Wealth LLC holds $105,096,132 across 26 Packaged Foods names. SJM ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	1,401,621	$18,865,818
2	KHC	Kraft Heinz Co	732,493	$17,301,484
3	MKC	Mccormick & Co Inc	292,106	$14,727,984
4	GIS	General Mills Inc	291,270	$7,702,158
5	MZTI	Marzetti Co	50,600	$5,776,496
6	FLO	Flowers Foods Inc	721,404	$5,699,091
7	JJSF	J&J Snack Foods Corp	52,069	$3,824,468
8	SJM	J M SMUCKER Co This page	27,969	$3,146,512

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,146,512	27,969	-34.4%	Shares	Sole	2026-08-17
2026-03-31	$4,114,805	42,667	-17.5%	Shares	Sole	2026-05-15
2025-12-31	$5,058,146	51,714	-22.4%	Shares	Sole	2026-03-09
2025-09-30	$7,239,926	66,666	+23.7%	Shares	Other	2025-11-14
2025-06-30	$5,294,059	53,911	-3.0%	Shares	Sole	2025-09-26
2025-03-31	$6,577,911	55,552	-0.4%	Shares	Defined	2025-05-14
2024-12-31	$6,141,061	55,767	+6.5%	Shares	Other	2025-02-10
2024-09-30	$6,340,795	52,360	-7.2%	Shares	Other	2024-11-12
2024-06-30	$6,150,400	56,405	-5.8%	Shares	Other	2024-08-13
2024-03-31	$7,537,347	59,882	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$7,648,137	60,517	+4.7%	Shares	Sole	2024-02-09
2023-09-30	$7,101,248	57,776	+67.9%	Shares	Other	2023-11-03
2023-06-30	$5,080,438	34,404	-2.4%	Shares	Other	2023-08-10
2023-03-31	$5,544,931	35,235	+17.3%	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.