Compound Planning, Inc.

Position in SJM — J M SMUCKER Co

CIK 1978879 NEW YORK, NY

Position in SJM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$419,062

+$167,110 QoQ

Shares Held

3,725

+60.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#476

of 880 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $1,362,283 across 4 Packaged Foods names. SJM ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SJM	J M SMUCKER Co This page	3,725	$419,062
2	KHC	Kraft Heinz Co	16,598	$392,044
3	GIS	General Mills Inc	8,369	$291,241
4	DAR	Darling Ingredients Inc.	4,759	$259,936

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,062	3,725	+60.6%	Shares	Sole	2026-08-04
2025-09-30	$251,952	2,320	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.