Position in SJM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,757,837
+$2,858,727 QoQ
Shares Held
33,403
+258.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#184
of 868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $65,246,490 across 42 Packaged Foods names. SJM ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
510,838 | $17,777,162 | |
| 2 | CAG |
Conagra Brands Inc.
|
505,950 | $6,810,087 | |
| 3 | DAR |
Darling Ingredients Inc.
|
112,209 | $6,128,855 | |
| 4 | MKC |
Mccormick & Co Inc
|
101,667 | $5,126,076 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
33,403 | $3,757,837 | |
| 6 | KHC |
Kraft Heinz Co
|
143,993 | $3,401,114 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
76,431 | $3,300,290 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
128,922 | $3,199,844 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,757,837 | 33,403 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $899,110 | 9,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $717,240 | 7,333 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,358,803 | 12,512 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $755,747 | 7,696 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $695,185 | 5,871 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $657,526 | 5,971 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,083,723 | 8,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $949,629 | 8,709 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,321,257 | 10,497 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,697,328 | 21,343 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,132,730 | 25,488 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,702,677 | 25,074 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,867,839 | 24,578 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,983,050 | 25,136 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,266,510 | 23,772 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,974,184 | 23,234 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,724,999 | 42,279 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,001,885 | 44,190 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,286,001 | 44,039 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,838,553 | 45,061 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,670,948 | 44,819 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,612,153 | 31,247 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,639,457 | 31,505 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,427,185 | 32,390 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,938,724 | 35,484 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||