MORGAN STANLEY

Position in SJM — J M SMUCKER Co

CIK 895421 NEW YORK, NY

Back to SJM Full portfolio

Position in SJM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$208,735,114

-$34,478,833 QoQ

Shares Held

2,164,404

-13.0% QoQ

Ownership

2.03%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77.27526838797193.ToString("F0")% Shared 0.ToString("F0")% None 22.72473161202807.ToString("F0")%

Common Shares in SJM Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

MORGAN STANLEY holds $2,747,470,378 across 56 Packaged Foods names. SJM ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KHC	Kraft Heinz Co	22,933,985	$515,785,315
2	GIS	General Mills Inc	10,898,310	$405,635,092
3	CAG	Conagra Brands Inc.	14,104,654	$221,725,153
4	SJM	J M SMUCKER Co This page	2,164,404	$208,735,114
5	MKC	Mccormick & Co Inc	3,829,370	$193,153,417
6	DAR	Darling Ingredients Inc.	2,703,846	$167,232,869
7	HRL	Hormel Foods Corp /De/	7,141,040	$161,744,551
8	CPB	CAMPBELL'S Co	6,416,941	$142,905,271

All Filings in SJM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.