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Badgley Phelps Wealth Managers’s General Mills GIS Stock Holding History

Badgley Phelps Wealth Managers’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 		$205K Sell
5,507
-622
-10% -$27K ﹤0.01% 321
2025
Q4 		$285K Sell
6,129
-194
-3% -$9.22K 0.01% 285
2025
Q3 		$319K Buy
6,323
+91
+1% +$4.56K 0.01% 258
2025
Q2 		$323K Hold
6,232
– – 0.01% 250
2025
Q1 		$373K Hold
6,232
– – 0.01% 236
2024
Q4 		$397K Sell
6,232
-198
-3% -$13.3K 0.01% 230
2024
Q3 		$475K Buy
6,430
+154
+2% +$10.7K 0.01% 213
2024
Q2 		$397K Sell
6,276
-64
-1% -$4.39K 0.01% 210
2024
Q1 		$444K Buy
6,340
+1
+0% +$65 0.01% 200
2023
Q4 		$413K Buy
6,339
+91
+1% +$5.87K 0.01% 196
2023
Q3 		$400K Sell
6,248
-120
-2% -$8.48K 0.01% 182
2023
Q2 		$488K Sell
6,368
-253
-4% -$21.6K 0.02% 182
2023
Q1 		$566K Sell
6,621
-65
-1% -$5.19K 0.02% 151
2022
Q4 		$561K Buy
6,686
+226
+3% +$18.4K 0.02% 147
2022
Q3 		$495K Hold
6,460
– – 0.02% 140
2022
Q2 		$487K Hold
6,460
– – 0.02% 146
2022
Q1 		$437K Sell
6,460
-500
-7% -$33.5K 0.02% 161
2021
Q4 		$469K Hold
6,960
– – 0.02% 164
2021
Q3 		$416K Buy
+6,960
New +$411K 0.02% 165

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Badgley Phelps Wealth Managers's GIS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its General Mills (GIS) stake by 10% in Q1 2026, selling an estimated $27K and leaving 5,507 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Badgley Phelps Wealth Managers first reported a position in GIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $566K in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Badgley Phelps Wealth Managers held 5,507 shares of General Mills worth $205K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 622 General Mills shares in Q1 2026, an estimated $27K.
  • General Mills made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #321 holding.
  • Badgley Phelps Wealth Managers first reported a position in General Mills in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's General Mills position peaked at $566K in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.