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Allen Mooney & Barnes Investment Advisors’s General Mills GIS Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2025
Q4 		– Sell
-4,538
Closed -$229K – 165
2025
Q3 		$229K Buy
4,538
+30
+0.7% +$1.5K 0.04% 142
2025
Q2 		$234K Buy
4,508
+25
+0.6% +$1.38K 0.04% 140
2025
Q1 		$268K Buy
4,483
+24
+0.5% +$1.44K 0.04% 135
2024
Q4 		$284K Sell
4,459
-52
-1% -$3.49K 0.05% 132
2024
Q3 		$333K Sell
4,511
-97
-2% -$6.72K 0.06% 119
2024
Q2 		$292K Sell
4,608
-163
-3% -$11.2K 0.05% 132
2024
Q1 		$320K Buy
4,771
+19
+0.4% +$1.24K 0.06% 132
2023
Q4 		$310K Buy
4,752
+3
+0.1% +$194 0.06% 127
2023
Q3 		$304K Buy
4,749
+18
+0.4% +$1.27K 0.06% 117
2023
Q2 		$363K Buy
4,731
+389
+9% +$33.2K 0.08% 105
2023
Q1 		$371K Sell
4,342
-82
-2% -$6.55K 0.09% 99
2022
Q4 		$371K Buy
4,424
+14
+0.3% +$1.14K 0.09% 101
2022
Q3 		$338K Buy
4,410
+15
+0.3% +$1.14K 0.09% 104
2022
Q2 		$332K Sell
4,395
-139
-3% -$9.74K 0.08% 111
2022
Q1 		$307K Buy
+4,534
New +$304K 0.07% 123

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's GIS Position: Q4 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,538 shares — an estimated $229K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in GIS in Q1 2022 and held it in 15 quarters. The position peaked at $371K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Allen Mooney & Barnes Investment Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 4,538 General Mills shares in Q4 2025, an estimated $229K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in General Mills in Q1 2022 and held it in 15 quarters.
  • Allen Mooney & Barnes Investment Advisors's General Mills position peaked at $371K in Q1 2023.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.