Kennon-Green & Company’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$232K Sell
1,950
-70
-3% -$8.42K 0.18% 41
2026
Q2
$227K Buy
+2,020
New +$206K 0.18% 39
2025
Q2
– Sell
-1,828
Closed -$216K – 42
2025
Q1
$216K Buy
+1,828
New +$197K 0.18% 42
2024
Q4
– Sell
-1,766
Closed -$214K – 42
2024
Q3
$214K Buy
+1,766
New +$208K 0.18% 42
2024
Q2
– Sell
-1,773
Closed -$223K – 45
2024
Q1
$223K Sell
1,773
-8
-0.4% -$1.01K 0.21% 44
2023
Q4
$225K Sell
1,781
-915
-34% -$106K 0.23% 43
2023
Q3
$331K Sell
2,696
-7
-0.3% -$994 0.33% 40
2023
Q2
$399K Sell
2,703
-228
-8% -$34.8K 0.37% 38
2023
Q1
$461K Buy
2,931
+3
+0.1% +$456 0.44% 36
2022
Q4
$464K Buy
+2,928
New +$436K 0.46% 34

Other funds holding SJM

Kennon-Green & Company's SJM Position: Q3 2026 in Review

Kennon-Green & Company reduced its J.M. Smucker (SJM) stake by 3.5% in Q3 2026, selling an estimated $8.42K and leaving 1,950 shares worth $232K. The position accounts for 0.18% of the portfolio, ranked #41.

Kennon-Green & Company first reported a position in SJM in Q4 2022 and has held it in 10 quarters since. The position peaked at $464K in Q4 2022. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Kennon-Green & Company held 1,950 shares of J.M. Smucker worth $232K as of Q3 2026.
  • Kennon-Green & Company sold 70 J.M. Smucker shares in Q3 2026, an estimated $8.42K.
  • J.M. Smucker made up 0.18% of Kennon-Green & Company's portfolio in Q3 2026, its #41 holding.
  • Kennon-Green & Company first reported a position in J.M. Smucker in Q4 2022 and has held it in 10 quarters since.
  • Kennon-Green & Company's J.M. Smucker position peaked at $464K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Kennon-Green & Company's 13F filing for Q3 2026, filed 5 Oct 2026.