Clearstead Advisors, LLC

Position in SJM — J M SMUCKER Co

CIK 842775 CLEVELAND, OH

Position in SJM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$527,175

+$78,633 QoQ

Shares Held

4,686

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#424

of 868 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $4,943,178 across 35 Packaged Foods names. SJM ranks #5 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	20,234	$1,020,198
2	KHC	Kraft Heinz Co	39,438	$931,525
3	GIS	General Mills Inc	26,105	$908,454
4	INGR	Ingredion Inc	6,104	$578,109
5	SJM	J M SMUCKER Co This page	4,686	$527,175
6	DAR	Darling Ingredients Inc.	4,058	$221,647
7	PPC	Pilgrims Pride Corp	7,468	$209,925
8	POST	Post Holdings, Inc.	2,359	$208,205

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,175	4,686	+0.8%	Shares	Sole	2026-08-06
2026-03-31	$448,542	4,651	-9.1%	Shares	Sole	2026-05-06
2025-12-31	$500,493	5,117	-5.4%	Shares	Sole	2026-02-09
2025-09-30	$587,308	5,408	-18.3%	Shares	Sole	2025-11-10
2025-06-30	$649,887	6,618	+26.9%	Shares	Sole	2025-08-08
2025-03-31	$617,744	5,217	+2.3%	Shares	Sole	2025-05-13
2024-12-31	$561,501	5,099	-22.3%	Shares	Sole	2025-02-10
2024-09-30	$794,779	6,563	+36.6%	Shares	Sole	2024-11-13
2024-06-30	$523,828	4,804	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$591,589	4,700	-34.6%	Shares	Sole	2024-05-14
2023-12-31	$908,293	7,187	-3.9%	Shares	Sole	2024-02-12
2023-09-30	$919,489	7,481	+26.5%	Shares	Sole	2023-11-07
2023-06-30	$873,320	5,914	+1.2%	Shares	Sole	2023-08-07
2023-03-31	$919,512	5,843	-0.2%	Shares	Sole	2023-05-09
2022-12-31	$927,466	5,853	+11.2%	Shares	Sole	2023-02-14
2022-09-30	$723,463	5,265	-7.1%	Shares	Sole	2022-11-15
2022-06-30	$725,816	5,670	+94.4%	Shares	Sole	2022-08-12
2022-03-31	$394,855	2,916	+7.2%	Shares	Sole	2022-05-04
2021-12-31	$369,566	2,721	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$328,642	2,738	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$352,559	2,721	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$343,022	2,711	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$306,224	2,649	+122.4%	Shares	Sole	2021-02-11
2020-09-30	$137,584	1,191	+4.4%	Shares	Sole	2020-11-12
2020-06-30	$120,729	1,141	-3.4%	Shares	Sole	2020-08-11
2020-03-31	$131,091	1,181	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.