LBP AM SA

Position in SJM — J M SMUCKER Co

CIK 1970075 Paris, I0

Position in SJM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,327,412

+$3,933,757 QoQ

Shares Held

109,577

+25.9% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#96

of 880 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LBP AM SA holds $22,047,767 across 5 Packaged Foods names. SJM ranks #1 (55.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	109,577	$12,327,412
2	CPB	CAMPBELL'S Co	171,350	$3,815,964
3	KHC	Kraft Heinz Co	150,826	$3,562,510
4	DAR	Darling Ingredients Inc.	26,260	$1,434,321
5	MKC	Mccormick & Co Inc	18,000	$907,560

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,327,412	109,577	+25.9%	Shares	Sole	2026-07-24
2026-03-31	$8,393,655	87,035	-11.7%	Shares	Sole	2026-04-27
2025-12-31	$9,644,750	98,607	+589.8%	Shares	Sole	2026-01-26
2025-09-30	$1,552,437	14,295	-1.7%	Shares	Sole	2025-10-31
2025-06-30	$1,427,435	14,536	—	Shares	Sole	2025-07-18
No filing history on record for this holder in this stock.