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Accretive Wealth Partners’s General Mills GIS Stock Holding History

Accretive Wealth Partners’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,724
Closed -$220K – 182
2025
Q4 		$220K Hold
4,724
– – 0.07% 146
2025
Q3 		$238K Hold
4,724
– – 0.07% 138
2025
Q2 		$245K Hold
4,724
– – 0.08% 135
2025
Q1 		$258K Buy
+4,724
New +$284K 0.09% 133

Other funds holding GIS

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Accretive Wealth Partners's GIS Position: Q1 2026 in Review

Accretive Wealth Partners sold out of General Mills (GIS) in Q1 2026, closing a stake of 4,724 shares — an estimated $220K sold.

Accretive Wealth Partners first reported a position in GIS in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 1,314 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Accretive Wealth Partners reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Accretive Wealth Partners sold 4,724 General Mills shares in Q1 2026, an estimated $220K.
  • Accretive Wealth Partners first reported a position in General Mills in Q1 2025 and held it in 4 quarters.
  • Accretive Wealth Partners's General Mills position peaked at $258K in Q1 2025.
  • 1,314 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.