Avalon Trust’s General Mills GIS Stock Holding History

Avalon Trust’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	$234K	Buy	6,275 +202	+3%	+$8.77K	0.02%	143
2025 Q4	$282K	Sell	6,073 -1,841	-23%	-$87.5K	0.02%	124
2025 Q3	$399K	Buy	7,914 +16	+0.2%	+$802	0.03%	113
2025 Q2	$409K	Sell	7,898 -500	-6%	-$27.6K	0.03%	104
2025 Q1	$502K	Hold	8,398	–	–	0.04%	95
2024 Q4	$536K	Hold	8,398	–	–	0.04%	91
2024 Q3	$620K	Sell	8,398 -900	-10%	-$62.4K	0.05%	82
2024 Q2	$588K	Hold	9,298	–	–	0.05%	81
2024 Q1	$651K	Sell	9,298 -1	-0%	-$65	0.05%	86
2023 Q4	$606K	Sell	9,299 -900	-9%	-$58.1K	0.06%	77
2023 Q3	$653K	Buy	10,199 +1	+0%	+$71	0.06%	72
2023 Q2	$782K	Hold	10,198	–	–	0.07%	72
2023 Q1	$872K	Buy	+10,198	New	+$814K	0.09%	70

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avalon Trust's GIS Position: Q1 2026 in Review

Avalon Trust increased its General Mills (GIS) stake by 3.3% in Q1 2026, buying an estimated $8.77K and bringing the position to 6,275 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #143.

Avalon Trust first reported a position in GIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $872K in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Avalon Trust held 6,275 shares of General Mills worth $234K as of Q1 2026.
Avalon Trust bought 202 General Mills shares in Q1 2026, an estimated $8.77K.
General Mills made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #143 holding.
Avalon Trust first reported a position in General Mills in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's General Mills position peaked at $872K in Q1 2023.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.