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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
Q2 		– Sell
-5,507
Closed -$205K – 338
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 $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 $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Badgley Phelps Wealth Managers's GIS Position: Q2 2026 in Review

Badgley Phelps Wealth Managers sold out of General Mills (GIS) in Q2 2026, closing a stake of 5,507 shares — an estimated $205K sold.

Badgley Phelps Wealth Managers first reported a position in GIS in Q3 2021 and held it in 19 quarters. The position peaked at $566K in Q1 2023. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Badgley Phelps Wealth Managers reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 5,507 General Mills shares in Q2 2026, an estimated $205K.
  • Badgley Phelps Wealth Managers first reported a position in General Mills in Q3 2021 and held it in 19 quarters.
  • Badgley Phelps Wealth Managers's General Mills position peaked at $566K in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.