Beacon Investment Advisors’s General Mills GIS Stock Holding History

Beacon 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
2026 Q1	$732K	Sell	19,669 -106	-0.5%	-$4.6K	0.28%	82
2025 Q4	$920K	Sell	19,775 -18	-0.1%	-$855	0.37%	73
2025 Q3	$998K	Sell	19,793 -122	-0.6%	-$6.12K	0.41%	73
2025 Q2	$1.01M	Buy	19,915 +71	+0.4%	+$3.92K	0.43%	69
2025 Q1	$1.19M	Buy	19,844 +66	+0.3%	+$3.96K	0.56%	54
2024 Q4	$1.26M	Buy	19,778 +57	+0.3%	+$3.82K	0.59%	53
2024 Q3	$1.46M	Buy	19,721 +206	+1%	+$14.3K	0.69%	46
2024 Q2	$1.23M	Buy	19,515 +4,052	+26%	+$278K	0.63%	50
2024 Q1	$1.08M	Buy	15,463 +1,146	+8%	+$74.6K	0.62%	53
2023 Q4	$933K	Buy	14,317 +294	+2%	+$19K	0.6%	54
2023 Q3	$897K	Buy	+14,023	New	+$991K	0.63%	50

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

Beacon Investment Advisors's GIS Position: Q1 2026 in Review

Beacon Investment Advisors reduced its General Mills (GIS) stake by 0.54% in Q1 2026, selling an estimated $4.6K and leaving 19,669 shares worth $732K. The position accounts for 0.28% of the portfolio, ranked #82.

Beacon Investment Advisors first reported a position in GIS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Beacon Investment Advisors held 19,669 shares of General Mills worth $732K as of Q1 2026.
Beacon Investment Advisors sold 106 General Mills shares in Q1 2026, an estimated $4.6K.
General Mills made up 0.28% of Beacon Investment Advisors's portfolio in Q1 2026, its #82 holding.
Beacon Investment Advisors first reported a position in General Mills in Q3 2023 and has held it in 11 quarters since.
Beacon Investment Advisors's General Mills position peaked at $1.46M in Q3 2024.
1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.