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McCarley & Cook Financial Planners’s J.M. Smucker SJM Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$24.1K Hold
203
– – 0.02% 125
2026
Q2 		$22.8K Hold
203
– – 0.02% 123
2026
Q1 		$19.6K Hold
203
– – 0.02% 132
2025
Q4 		$19.9K Buy
+203
New +$21K 0.02% 118

Other funds holding SJM

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

McCarley & Cook Financial Planners's SJM Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its J.M. Smucker (SJM) position steady in Q3 2026 at 203 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #125.

McCarley & Cook Financial Planners first reported a position in SJM in Q4 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • McCarley & Cook Financial Planners held 203 shares of J.M. Smucker worth $24.1K as of Q3 2026.
  • McCarley & Cook Financial Planners left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #125 holding.
  • McCarley & Cook Financial Planners first reported a position in J.M. Smucker in Q4 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.