Coston McIsaac & Partners’s J.M. Smucker SJM Stock Holding History

Coston McIsaac & Partners’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	$1K	Sell	14 -2	-13%	-$204	﹤0.01%	817
2026 Q1	$1K	Sell	16 -2	-11%	-$209	﹤0.01%	802
2025 Q4	$1K	Sell	18 -8	-31%	-$827	﹤0.01%	796
2025 Q3	$2K	Sell	26 -1	-4%	-$109	﹤0.01%	728
2025 Q2	$2K	Sell	27 -1	-4%	-$110	﹤0.01%	704
2025 Q1	$3K	Sell	28 -9	-24%	-$972	﹤0.01%	651
2024 Q4	$4K	Sell	37 -6	-14%	-$690	﹤0.01%	619
2024 Q3	$5	Sell	43 -3	-7%	-$353	﹤0.01%	605
2024 Q2	$5K	Sell	46 -1	-2%	-$113	﹤0.01%	575
2024 Q1	$5K	Sell	47 -1	-2%	-$127	﹤0.01%	577
2023 Q4	$6K	Hold	48	–	–	﹤0.01%	550
2023 Q3	$5K	Sell	48 -1	-2%	-$142	﹤0.01%	567
2023 Q2	$7K	Sell	49 -3	-6%	-$458	﹤0.01%	556
2023 Q1	$8K	Hold	52	–	–	﹤0.01%	520
2022 Q4	$8	Sell	52 -1	-2%	-$149	﹤0.01%	529
2022 Q3	$7K	Hold	53	–	–	﹤0.01%	469
2022 Q2	$7K	Buy	+53	New	+$7.07K	﹤0.01%	317

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

Coston McIsaac & Partners's SJM Position: Q2 2026 in Review

Coston McIsaac & Partners reduced its J.M. Smucker (SJM) stake by 13% in Q2 2026, selling an estimated $204 and leaving 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Coston McIsaac & Partners first reported a position in SJM in Q2 2022 and has held it in 17 quarters since. The position peaked at $8K in Q1 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Coston McIsaac & Partners held 14 shares of J.M. Smucker worth $1K as of Q2 2026.
Coston McIsaac & Partners sold 2 J.M. Smucker shares in Q2 2026, an estimated $204.
J.M. Smucker made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #817 holding.
Coston McIsaac & Partners first reported a position in J.M. Smucker in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's J.M. Smucker position peaked at $8K in Q1 2023.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.