Position in SJM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$246,825
-$93,222 QoQ
Shares Held
2,194
-37.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#580
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, 2026Copley Financial Group, Inc. holds $475,537 across 2 Packaged Foods names. SJM ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
2,194 | $246,825 | |
| 2 | KHC |
Kraft Heinz Co
|
9,683 | $228,712 |
All Filings in SJM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,825 | 2,194 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $340,047 | 3,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $365,026 | 3,732 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $421,259 | 3,879 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||