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SJM · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SJMCOST
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SJM
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterSJMCOST
Q3 202010 holders, $1.1bn32 holders, $15.4bn
Q4 202011 holders, $1.0bn30 holders, $15.3bn
Q1 202115 holders, $1.2bn29 holders, $13.4bn
Q2 202112 holders, $1.1bn25 holders, $15.5bn
Q3 20219 holders, $917m25 holders, $16.9bn
Q4 202111 holders, $863m27 holders, $20.5bn
Q1 20229 holders, $846m32 holders, $19.9bn
Q2 202216 holders, $953m30 holders, $15.8bn
Q3 202218 holders, $1.0bn33 holders, $16.0bn
Q4 202218 holders, $1.3bn33 holders, $32.7bn
Q1 202317 holders, $1.1bn29 holders, $14.9bn
Q2 202314 holders, $1.1bn37 holders, $16.0bn
Q3 202315 holders, $954m30 holders, $16.8bn
Q4 202320 holders, $1.1bn26 holders, $20.1bn
Q1 202415 holders, $791m29 holders, $21.5bn
Q2 202415 holders, $806m31 holders, $24.7bn
Q3 202413 holders, $437m28 holders, $24.7bn
Q4 202413 holders, $915m34 holders, $26.0bn
Q1 202512 holders, $1.6bn35 holders, $28.2bn
Q2 202514 holders, $1.2bn36 holders, $29.4bn
Q3 202514 holders, $1.3bn35 holders, $26.7bn
Q4 202516 holders, $1.2bn40 holders, $34.6bn
Q1 202612 holders, $781m40 holders, $36.1bn
Q2 202614 holders, $982m38 holders, $35.5bn
SJM

Smucker J M Co

Holders
20
Reported value
$1.1bn
Buyers
14
Sellers
8

Breadth +6 among 93 comparable managers.

Consumer staples
COST

Costco Wholesale Corporation

Holders
26
Reported value
$20.1bn
Buyers
15
Sellers
12

Breadth +3 among 93 comparable managers.

Consumer staples

Who holds both, Q4 2023

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SJM (9)

Arrowstreet Capital LP, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC

Only COST (15)

Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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