MORGAN STANLEY

Position in SJM — J M SMUCKER Co

CIK 895421 NEW YORK, NY

Back to SJM Full portfolio

Position in SJM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$211,532,844

+$2,797,730 QoQ

Shares Held

1,880,292

-13.1% QoQ

Ownership

1.76%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#12

of 886 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in SJM Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

MORGAN STANLEY holds $2,606,779,193 across 51 Packaged Foods names. SJM ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	12,396,304	$431,391,371
2	KHC	Kraft Heinz Co	17,440,754	$411,950,602
3	MKC	Mccormick & Co Inc	5,013,328	$252,778,489
4	SJM	J M SMUCKER Co This page	1,880,292	$211,532,844
5	CPB	CAMPBELL'S Co	7,076,660	$157,597,212
6	HRL	Hormel Foods Corp /De/	6,189,592	$153,625,667
7	CAG	Conagra Brands Inc.	11,048,944	$148,718,780
8	DAR	Darling Ingredients Inc.	2,535,524	$138,490,315

All Filings in SJM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,532,844	1,880,292	-13.1%	Shares	Defined	2026-08-13
2026-03-31	$208,735,114	2,164,404	-13.0%	Shares	Defined	2026-05-15
2025-12-31	$243,213,947	2,486,596	+16.8%	Shares	Defined	2026-05-27
2025-09-30	$231,246,644	2,129,343	+45.6%	Shares	Defined	2026-05-27
2025-06-30	$143,635,661	1,462,685	-26.2%	Shares	Defined	2025-08-15
2025-03-31	$234,569,377	1,980,993	+44.0%	Shares	Defined	2025-05-15
2024-12-31	$151,531,613	1,376,059	-10.1%	Shares	Defined	2025-05-15
2024-09-30	$185,434,853	1,531,254	-9.2%	Shares	Defined	2025-05-14
2024-06-30	$183,821,042	1,685,813	+9.2%	Shares	Defined	2025-05-14
2024-03-31	$194,236,157	1,543,149	-18.3%	Shares	Defined	2024-10-17
2023-12-31	$238,690,110	1,888,670	+26.7%	Shares	Defined	2024-08-16
2023-09-30	$183,232,500	1,490,786	-1.8%	Shares	Defined	2023-11-15
2023-06-30	$224,079,326	1,517,433	+7.1%	Shares	Defined	2023-08-14
2023-03-31	$222,962,281	1,416,803	-7.5%	Shares	Defined	2023-05-15
2022-12-31	$242,732,983	1,531,825	+14.8%	Shares	Defined	2023-02-14
2022-09-30	$183,346,982	1,334,306	+0.1%	Shares	Defined	2022-11-14
2022-06-30	$170,554,119	1,332,350	+101.4%	Shares	Defined	2022-10-27
2022-03-31	$89,572,897	661,494	-10.6%	Shares	Defined	2022-10-27
2021-12-31	$100,511,412	740,034	-25.9%	Shares	Defined	2022-02-14
2021-09-30	$119,802,299	998,103	-34.5%	Shares	Defined	2021-11-15
2021-06-30	$197,446,276	1,523,858	+52.9%	Shares	Defined	2021-08-23
2021-03-31	$126,106,627	996,654	+58.7%	Shares	Defined	2021-05-17
2020-12-31	$72,612,288	628,134	+4.6%	Shares	Defined	2021-02-16
2020-09-30	$69,345,960	600,294	-5.7%	Shares	Defined	2020-11-13
2020-06-30	$67,352,400	636,541	+20.4%	Shares	Defined	2020-08-14
2020-03-31	$58,661,058	528,478	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.