Kennon-Green & Company, LLC

Position in SJM — J M SMUCKER Co

CIK 1963352 NEW ALBANY, OH

Position in SJM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$227,250

+$10,797 QoQ

Shares Held

2,020

+10.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#591

of 880 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Kennon-Green & Company, LLC holds $1,978,851 across 3 Packaged Foods names. SJM ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	18,025	$909,393
2	MICC	Magnum Ice Cream Co N.V.	48,375	$842,208
3	SJM	J M SMUCKER Co This page	2,020	$227,250

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,250	2,020	+10.5%	Shares	Sole	2026-08-06
2025-03-31	$216,453	1,828	+3.5%	Shares	Sole	2025-04-25
2024-09-30	$213,862	1,766	-0.4%	Shares	Sole	2024-10-31
2024-03-31	$223,167	1,773	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$225,082	1,781	-33.9%	Shares	Sole	2024-02-05
2023-09-30	$331,365	2,696	-0.3%	Shares	Sole	2023-11-08
2023-06-30	$399,152	2,703	-7.8%	Shares	Sole	2023-08-14
2023-03-31	$461,251	2,931	+0.1%	Shares	Sole	2023-04-24
2022-12-31	$463,970	2,928	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.