Position in SJM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,119,712
+$198,903 QoQ
Shares Held
9,953
+4.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#312
of 880 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Mattson Financial Services, LLC holds $2,161,401 across 2 Packaged Foods names. SJM ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
9,953 | $1,119,712 | |
| 2 | KHC |
Kraft Heinz Co
|
44,102 | $1,041,689 |
All Filings in SJM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,712 | 9,953 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $920,809 | 9,548 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $902,590 | 9,228 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,033,220 | 9,514 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||