Advisor OS’s General Mills GIS Stock Holding History

Advisor OS’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 Q2	$241K	Buy	+6,926	New	+$239K	0.02%	504
2024 Q2	–	Sell	-3,698	Closed	-$259K	–	400
2024 Q1	$259K	Buy	+3,698	New	+$241K	0.03%	333
2023 Q3	–	Sell	-10,509	Closed	-$806K	–	300
2023 Q2	$806K	Sell	10,509 -6,678	-39%	-$571K	0.13%	157
2023 Q1	$1.47M	Sell	17,187 -613	-3%	-$49K	0.35%	70
2022 Q4	$1.49M	Buy	17,800 +2,391	+16%	+$195K	0.4%	59
2022 Q3	$1.18M	Buy	15,409 +1,916	+14%	+$146K	0.36%	57
2022 Q2	$1.02M	Buy	13,493 +4,727	+54%	+$331K	0.3%	73
2022 Q1	$594K	Buy	8,766 +1,944	+28%	+$130K	0.17%	127
2021 Q4	$459K	Buy	6,822 +760	+13%	+$48.3K	0.09%	180
2021 Q3	$364K	Buy	6,062 +721	+13%	+$42.6K	0.08%	182
2021 Q2	$326K	Buy	+5,341	New	+$330K	0.07%	184

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Advisor OS's GIS Position: Q2 2026 in Review

Advisor OS opened a new position in General Mills (GIS) in Q2 2026: 6,926 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings. This is a return to the name: Advisor OS previously reported a position in GIS as recently as Q1 2024.

Advisor OS first reported a position in GIS in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2022. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Advisor OS held 6,926 shares of General Mills worth $241K as of Q2 2026.
General Mills was a new Advisor OS position in Q2 2026.
General Mills made up 0.02% of Advisor OS's portfolio in Q2 2026, its #504 holding.
Advisor OS first reported a position in General Mills in Q2 2021 and has held it in 11 quarters since.
Advisor OS's General Mills position peaked at $1.49M in Q4 2022.
1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.