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McDonald Partners’s J.M. Smucker SJM Stock Holding History

McDonald Partners’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 		$3.35M Buy
34,751
+9,914
+40% +$1.04M 0.79% 39
2025
Q4 		$2.43M Sell
24,837
-2,118
-8% -$219K 0.77% 35
2025
Q3 		$2.93M Sell
26,955
-10,757
-29% -$1.17M 0.87% 31
2025
Q2 		$3.71M Buy
37,712
+3,463
+10% +$381K 0.89% 27
2025
Q1 		$4.06M Sell
34,249
-2,373
-6% -$256K 1.06% 23
2024
Q4 		$4.03M Sell
36,622
-3,102
-8% -$357K 1.03% 23
2024
Q3 		$4.81M Sell
39,724
-1,626
-4% -$192K 1.2% 16
2024
Q2 		$4.51M Buy
41,350
+12,235
+42% +$1.38M 1.21% 19
2024
Q1 		$3.66M Buy
29,115
+4,571
+19% +$579K 1.01% 25
2023
Q4 		$3.1M Buy
24,544
+174
+0.7% +$20.2K 0.92% 29
2023
Q3 		$3M Buy
24,370
+171
+0.7% +$24.3K 0.97% 26
2023
Q2 		$3.57M Sell
24,199
-70
-0.3% -$10.7K 1.09% 18
2023
Q1 		$3.82M Sell
24,269
-55
-0.2% -$8.35K 1.24% 15
2022
Q4 		$3.85M Sell
24,324
-40
-0.2% -$5.96K 1.32% 14
2022
Q3 		$3.35M Sell
24,364
-1,236
-5% -$168K 1.28% 15
2022
Q2 		$3.28M Sell
25,600
-498
-2% -$66.4K 0.84% 27
2022
Q1 		$3.53M Buy
+26,098
New +$3.56M 0.77% 31
2021
Q4 		– Sell
-25,754
Closed -$3.09M – 697
2021
Q3 		$3.09M Buy
25,754
+636
+3% +$80.9K 0.73% 36
2021
Q2 		$3.25M Sell
25,118
-729
-3% -$96.8K 0.77% 34
2021
Q1 		$3.27M Buy
25,847
+1,603
+7% +$189K 0.84% 32
2020
Q4 		$2.8M Buy
+24,244
New +$2.82M 0.79% 33

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

McDonald Partners's SJM Position: Q1 2026 in Review

McDonald Partners increased its J.M. Smucker (SJM) stake by 40% in Q1 2026, buying an estimated $1.04M and bringing the position to 34,751 shares worth $3.35M. The position accounts for 0.79% of the portfolio, ranked #39.

McDonald Partners first reported a position in SJM in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.81M in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • McDonald Partners held 34,751 shares of J.M. Smucker worth $3.35M as of Q1 2026.
  • McDonald Partners bought 9,914 J.M. Smucker shares in Q1 2026, an estimated $1.04M.
  • J.M. Smucker made up 0.79% of McDonald Partners's portfolio in Q1 2026, its #39 holding.
  • McDonald Partners first reported a position in J.M. Smucker in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's J.M. Smucker position peaked at $4.81M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.