Core Alternative Capital’s J.M. Smucker SJM Stock Holding History

Core Alternative Capital’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
2026 Q2	$16.9K	Hold	150	–	–	0.01%	176
2026 Q1	$14.5K	Hold	150	–	–	﹤0.01%	179
2025 Q4	$14.7K	Hold	150	–	–	﹤0.01%	179
2025 Q3	$16.3K	Hold	150	–	–	﹤0.01%	167
2025 Q2	$14.7K	Hold	150	–	–	﹤0.01%	170
2025 Q1	$17.8K	Hold	150	–	–	﹤0.01%	172
2024 Q4	$16.5K	Hold	150	–	–	﹤0.01%	194
2024 Q3	$18.2K	Hold	150	–	–	﹤0.01%	188
2024 Q2	$16.4K	Hold	150	–	–	﹤0.01%	192
2024 Q1	$18.9K	Hold	150	–	–	﹤0.01%	182
2023 Q4	$19K	Sell	150 -1,550	-91%	-$180K	﹤0.01%	227
2023 Q3	$209K	Buy	1,700 +1,550	+1,033%	+$220K	0.03%	118
2023 Q2	$22.2K	Sell	150 -256	-63%	-$39K	﹤0.01%	218
2023 Q1	$63.9K	Buy	406 +6	+2%	+$911	0.01%	140
2022 Q4	$63.4K	Buy	+400	New	+$59.6K	0.01%	140

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Core Alternative Capital's SJM Position: Q2 2026 in Review

Core Alternative Capital held its J.M. Smucker (SJM) position steady in Q2 2026 at 150 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #176.

Core Alternative Capital first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. The position peaked at $209K in Q3 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Core Alternative Capital held 150 shares of J.M. Smucker worth $16.9K as of Q2 2026.
Core Alternative Capital left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.01% of Core Alternative Capital's portfolio in Q2 2026, its #176 holding.
Core Alternative Capital first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
Core Alternative Capital's J.M. Smucker position peaked at $209K in Q3 2023.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Core Alternative Capital's 13F filing for Q2 2026, filed 14 Aug 2026.