J M SMUCKER Co
Ticker: SJMConsumer StaplesFood ProductsS&P 500The business
The J. M. Smucker Company (NYSE: SJM) operates as a leading manufacturer and marketer of branded food and beverage products on a worldwide basis, with the majority of sales concentrated in the United States and Canada. Founded in 1897 and incorporated in Ohio in 1921, the company maintains its website at investors.jmsmucker.com.
Smucker operates through five reportable segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. The company's portfolio includes iconic, market-leading brands such as Folgers and Dunkin' coffee, Jif peanut butter, Smucker's fruit spreads, Uncrustables frozen sandwiches, Meow Mix and Milk-Bone pet foods, and Hostess sweet baked goods. International operations represent approximately four percent of consolidated net sales.
The company's principal products encompass coffee, frozen handheld products, sweet baked goods, pet snacks, peanut butter, cat food, fruit spreads, portion control products, toppings and syrups, and baking mixes and ingredients. Products are distributed through food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, drug stores, military commissaries, mass merchandisers, and foodservice operators.
Smucker's competitive advantages include well-recognized brands, high-quality products, consumer trust, experienced brand management, varied product offerings, product innovation, responsive customer service, and an integrated distribution network. The company maintains strong relationships with key suppliers and sources raw materials including green coffee, peanuts, flour, sugar, oils, fats, and fruit primarily from North America, with green coffee sourced from foreign countries.
Walmart Inc. and subsidiaries, including Sam's Club, represent the company's largest customer, accounting for thirty-four percent of net sales in 2026. The top ten customers collectively account for approximately sixty percent of consolidated net sales. The company employs a workforce across multiple manufacturing and distribution facilities, with approximately twenty-one percent of full-time employees covered by collective bargaining agreements at eight manufacturing locations.
- Sector
- Consumer Staples
- Industry
- Food Products
- HQ
- ORRVILLE, OH
- FY end
- 04-30
- CIK
- 91419
- SIC
- 2033
Ownership
Who holds J M SMUCKER Co — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $362.15M |
| VANGUARD 500 INDEX FUND VOO · VANGUARD INDEX FUNDS | 0.02% | $311.00M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.14% | $261.34M |
| ProShares S&P 500 Dividend Aristocrats ETF NOBL · ProShares Trust | 1.58% | $174.86M |
| VANGUARD SMALL-CAP VALUE INDEX FUND VBR · VANGUARD INDEX FUNDS | 0.24% | $165.59M |
Bonds held by funds
Funds report holding 10 issues of J M SMUCKER Co's debt, $690.58M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 5.12%, maturing 2027–2053.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| J M Smucker Co/The | 6.200% | 2033-11-15 | 78 | $183.23M |
| J M Smucker Co/The | 5.900% | 2028-11-15 | 61 | $120.80M |
| SJM 3.375 12/15/27 | 3.380% | 2027-12-15 | 43 | $104.22M |
| JM SMUCKER CO | 6.500% | 2043-11-15 | 60 | $68.94M |
| J M SMUCKER CO THE | 4.250% | 2035-03-15 | 50 | $63.99M |
| J M SMUCKER CO SR UNSEC 6.5% 11-15-53 | 6.500% | 2053-11-15 | 53 | $59.58M |
| J M Smucker Co/The | 2.380% | 2030-03-15 | 47 | $42.83M |
| J M Smucker Co. (The) | 2.125% | 2032-03-15 | 34 | $34.78M |
| JM SMUCKER CO | 4.375% | 2045-03-15 | 29 | $12.04M |
| J M Smucker Co/The | 3.550% | 2050-03-15 | 2 | $0.16M |
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
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