Position in SJM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$874,237
+$760,631 QoQ
Shares Held
7,771
+559.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#347
of 880 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $9,514,177 across 33 Packaged Foods names. SJM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
93,068 | $3,238,766 | |
| 2 | MKC |
Mccormick & Co Inc
|
25,937 | $1,307,744 | |
| 3 | DAR |
Darling Ingredients Inc.
|
19,815 | $1,082,295 | |
| 4 | SJM |
J M SMUCKER Co
This page
|
7,771 | $874,237 | |
| 5 | KHC |
Kraft Heinz Co
|
34,065 | $804,615 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
16,917 | $730,476 | |
| 7 | SFD |
Smithfield Foods Inc
|
15,345 | $372,269 | |
| 8 | CAG |
Conagra Brands Inc.
|
27,340 | $367,996 |
All Filings in SJM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,237 | 7,771 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $113,606 | 1,178 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,061 | 246 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $61,576 | 567 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,790 | 283 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $37,654 | 318 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $45,259 | 411 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $50,014 | 413 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $41,653 | 382 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $39,271 | 312 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $39,556 | 313 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||