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Coldstream Capital Management’s J.M. Smucker SJM Stock Holding History

Coldstream Capital Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,139
Closed -$341K – 1247
2025
Q3 		$341K Buy
3,139
+520
+20% +$56.5K ﹤0.01% 883
2025
Q2 		$257K Sell
2,619
-35
-1% -$3.85K ﹤0.01% 957
2025
Q1 		$314K Sell
2,654
-16,998
-86% -$1.84M 0.01% 790
2024
Q4 		$2.16M Buy
19,652
+149
+0.8% +$17.1K 0.05% 231
2024
Q3 		$2.36M Buy
19,503
+2,303
+13% +$271K 0.05% 207
2024
Q2 		$1.88M Buy
17,200
+1,053
+7% +$119K 0.05% 222
2024
Q1 		$2.03M Buy
16,147
+1,409
+10% +$178K 0.05% 196
2023
Q4 		$1.86M Buy
+14,738
New +$1.71M 0.05% 190
2016
Q3 		– Sell
-13,793
Closed -$2.1M – 243
2016
Q2 		$2.1M Sell
13,793
-277
-2% -$36.8K 0.37% 48
2016
Q1 		$1.83M Sell
14,070
-3,520
-20% -$444K 0.33% 56
2015
Q4 		$2.17M Sell
17,590
-3
-0% -$358 0.47% 33
2015
Q3 		$2.01M Sell
17,593
-1,093
-6% -$122K 0.54% 41
2015
Q2 		$2.03M Buy
18,686
+704
+4% +$81.5K 0.53% 51
2015
Q1 		$2.08M Buy
17,982
+742
+4% +$81.3K 0.57% 54
2014
Q4 		$1.74M Buy
+17,240
New +$1.75M 0.48% 59

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coldstream Capital Management's SJM Position: Q4 2025 in Review

Coldstream Capital Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 3,139 shares — an estimated $341K sold.

Coldstream Capital Management first reported a position in SJM in Q4 2014 and held it in 15 quarters. The position peaked at $2.36M in Q3 2024. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Coldstream Capital Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,139 J.M. Smucker shares in Q4 2025, an estimated $341K.
  • Coldstream Capital Management first reported a position in J.M. Smucker in Q4 2014 and held it in 15 quarters.
  • Coldstream Capital Management's J.M. Smucker position peaked at $2.36M in Q3 2024.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.