KG&L Capital Management’s J.M. Smucker SJM Stock Holding History

KG&L 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 Q1	–	Sell	-3,460	Closed	-$381K	–	210
2024 Q4	$381K	Buy	3,460 +1,300	+60%	+$150K	0.12%	143
2024 Q3	$262K	Sell	2,160 -7,025	-76%	-$828K	0.08%	170
2024 Q2	$1M	Buy	9,185 +6,055	+193%	+$685K	0.35%	67
2024 Q1	$394K	Hold	3,130	–	–	0.16%	129
2023 Q4	$396K	Sell	3,130 -18	-0.6%	-$2.09K	0.17%	118
2023 Q3	$387K	Hold	3,148	–	–	0.19%	98
2023 Q2	$465K	Hold	3,148	–	–	0.22%	83
2023 Q1	$495K	Hold	3,148	–	–	0.26%	77
2022 Q4	$499K	Hold	3,148	–	–	0.29%	69
2022 Q3	$433K	Hold	3,148	–	–	0.24%	80
2022 Q2	$403K	Hold	3,148	–	–	0.22%	85
2022 Q1	$426K	Hold	3,148	–	–	0.18%	98
2021 Q4	$428K	Hold	3,148	–	–	0.17%	99
2021 Q3	$378K	Hold	3,148	–	–	0.17%	102
2021 Q2	$408K	Hold	3,148	–	–	0.19%	100
2021 Q1	$398K	Buy	3,148 +30	+1%	+$3.54K	0.2%	92
2020 Q4	$360K	Sell	3,118 -18	-0.6%	-$2.09K	0.2%	98
2020 Q3	$362K	Buy	3,136 +18	+0.6%	+$2.01K	0.23%	81
2020 Q2	$329K	Hold	3,118	–	–	0.25%	72
2020 Q1	$346K	Sell	3,118 -3,000	-49%	-$321K	0.34%	64
2019 Q4	$637K	Hold	6,118	–	–	0.54%	48
2019 Q3	$673K	Hold	6,118	–	–	0.61%	45
2019 Q2	$704K	Hold	6,118	–	–	0.67%	44
2019 Q1	$714K	Hold	6,118	–	–	0.72%	41
2018 Q4	$571K	Buy	+6,118	New	+$639K	0.64%	45

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KG&L Capital Management's SJM Position: Q1 2025 in Review

KG&L Capital Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 3,460 shares — an estimated $381K sold.

KG&L Capital Management first reported a position in SJM in Q4 2018 and held it in 25 quarters. The position peaked at $1M in Q2 2024. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

KG&L Capital Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
KG&L Capital Management sold 3,460 J.M. Smucker shares in Q1 2025, an estimated $381K.
KG&L Capital Management first reported a position in J.M. Smucker in Q4 2018 and held it in 25 quarters.
KG&L Capital Management's J.M. Smucker position peaked at $1M in Q2 2024.
835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on KG&L Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.