Position in SJM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$59,062
+$8,431 QoQ
Shares Held
525
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Caldwell Trust Co holds $516,317 across 9 Packaged Foods names. SJM ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
6,118 | $308,469 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
525 | $59,062 | |
| 3 | INGR |
Ingredion Inc
|
587 | $55,594 | |
| 4 | GIS |
General Mills Inc
|
1,222 | $42,525 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
984 | $24,422 | |
| 6 | KHC |
Kraft Heinz Co
|
389 | $9,188 | |
| 7 | CAG |
Conagra Brands Inc.
|
656 | $8,829 | |
| 8 | FLO |
Flowers Foods Inc
|
681 | $5,379 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,062 | 525 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $50,631 | 525 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $51,350 | 525 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $165,615 | 1,525 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $51,555 | 525 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $62,165 | 525 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $57,813 | 525 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $63,577 | 525 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $84,833 | 778 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $107,492 | 854 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $139,902 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $136,061 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $163,470 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $174,208 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $175,415 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $152,112 | 1,107 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $141,707 | 1,107 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $149,898 | 1,107 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $150,352 | 1,107 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $102,505 | 854 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $110,652 | 854 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $108,056 | 854 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $69,475 | 601 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $53,023 | 459 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $48,566 | 459 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $56,499 | 509 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||