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Kinloch Capital’s J.M. Smucker SJM Stock Holding History

Kinloch 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
Q1 		$3.08M Buy
31,939
+12,180
+62% +$1.28M 1.26% 47
2025
Q4 		$1.93M Sell
19,759
-10,145
-34% -$1.05M 0.83% 48
2025
Q3 		$3.25M Buy
29,904
+491
+2% +$53.3K 1.42% 43
2025
Q2 		$2.89M Buy
29,413
+960
+3% +$106K 1.34% 47
2025
Q1 		$3.37M Buy
28,453
+19,100
+204% +$2.06M 1.61% 38
2024
Q4 		$1.03M Sell
9,353
-1,748
-16% -$201K 0.52% 50
2024
Q3 		$1.34M Buy
11,101
+1,393
+14% +$164K 0.65% 52
2024
Q2 		$1.06M Buy
9,708
+3,121
+47% +$353K 0.55% 51
2024
Q1 		$829K Buy
+6,587
New +$834K 0.43% 51
2021
Q1 		– Sell
-145
Closed -$17K – 175
2020
Q4 		$17K Buy
+145
New +$16.9K 0.01% 156

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kinloch Capital's SJM Position: Q1 2026 in Review

Kinloch Capital increased its J.M. Smucker (SJM) stake by 62% in Q1 2026, buying an estimated $1.28M and bringing the position to 31,939 shares worth $3.08M. The position accounts for 1.26% of the portfolio, ranked #47.

Kinloch Capital first reported a position in SJM in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.37M in Q1 2025. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Kinloch Capital held 31,939 shares of J.M. Smucker worth $3.08M as of Q1 2026.
  • Kinloch Capital bought 12,180 J.M. Smucker shares in Q1 2026, an estimated $1.28M.
  • J.M. Smucker made up 1.26% of Kinloch Capital's portfolio in Q1 2026, its #47 holding.
  • Kinloch Capital first reported a position in J.M. Smucker in Q4 2020 and has held it in 10 quarters since.
  • Kinloch Capital's J.M. Smucker position peaked at $3.37M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.