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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
Q2 		$678K Sell
19,480
-189
-1% -$6.53K 0.21% 99
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
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

Beacon Investment Advisors's GIS Position: Q2 2026 in Review

Beacon Investment Advisors reduced its General Mills (GIS) stake by 0.96% in Q2 2026, selling an estimated $6.53K and leaving 19,480 shares worth $678K. The position accounts for 0.21% of the portfolio, ranked #99.

Beacon Investment Advisors first reported a position in GIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q3 2024. 1,338 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Beacon Investment Advisors held 19,480 shares of General Mills worth $678K as of Q2 2026.
  • Beacon Investment Advisors sold 189 General Mills shares in Q2 2026, an estimated $6.53K.
  • General Mills made up 0.21% of Beacon Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Beacon Investment Advisors first reported a position in General Mills in Q3 2023 and has held it in 12 quarters since.
  • Beacon Investment Advisors's General Mills position peaked at $1.46M in Q3 2024.
  • 1,338 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.