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

Kennon-Green & Company’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	$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

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

Kennon-Green & Company's SJM Position: Q2 2026 in Review

Kennon-Green & Company opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,020 shares worth $227K. The stake represents 0.18% of the portfolio and ranks #39 among its holdings. This is a return to the name: Kennon-Green & Company previously reported a position in SJM as recently as Q1 2025.

Kennon-Green & Company first reported a position in SJM in Q4 2022 and has held it in 9 quarters since. The position peaked at $464K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Kennon-Green & Company held 2,020 shares of J.M. Smucker worth $227K as of Q2 2026.
J.M. Smucker was a new Kennon-Green & Company position in Q2 2026.
J.M. Smucker made up 0.18% of Kennon-Green & Company's portfolio in Q2 2026, its #39 holding.
Kennon-Green & Company first reported a position in J.M. Smucker in Q4 2022 and has held it in 9 quarters since.
Kennon-Green & Company's J.M. Smucker position peaked at $464K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Kennon-Green & Company's 13F filing for Q2 2026, filed 6 Aug 2026.