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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
Q2 		$5.08M Buy
45,140
+13,201
+41% +$1.34M 1.86% 18
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kinloch Capital's SJM Position: Q2 2026 in Review

Kinloch Capital increased its J.M. Smucker (SJM) stake by 41% in Q2 2026, buying an estimated $1.34M and bringing the position to 45,140 shares worth $5.08M. The position accounts for 1.86% of the portfolio, ranked #18.

Kinloch Capital first reported a position in SJM in Q4 2020 and has held it in 11 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Kinloch Capital held 45,140 shares of J.M. Smucker worth $5.08M as of Q2 2026.
  • Kinloch Capital bought 13,201 J.M. Smucker shares in Q2 2026, an estimated $1.34M.
  • J.M. Smucker made up 1.86% of Kinloch Capital's portfolio in Q2 2026, its #18 holding.
  • Kinloch Capital first reported a position in J.M. Smucker in Q4 2020 and has held it in 11 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.