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Beacon Investment Advisory Services’s General Mills GIS Stock Holding History

Beacon Investment Advisory Services’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 		$42.8K Hold
1,231
– – ﹤0.01% 454
2026
Q1 		$45.8K Buy
+1,231
New +$53.5K ﹤0.01% 441
2024
Q1 		– Sell
-3,458
Closed -$225K – 270
2023
Q4 		$225K Buy
+3,458
New +$223K 0.01% 250
2018
Q3 		– Sell
-4,763
Closed -$211K – 259
2018
Q2 		$211K Sell
4,763
-250
-5% -$10.9K 0.02% 240
2018
Q1 		$226K Hold
5,013
– – 0.02% 241
2017
Q4 		$297K Sell
5,013
-2,700
-35% -$146K 0.03% 206
2017
Q3 		$399K Buy
+7,713
New +$423K 0.03% 202

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Beacon Investment Advisory Services's GIS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its General Mills (GIS) position steady in Q2 2026 at 1,231 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Beacon Investment Advisory Services first reported a position in GIS in Q3 2017 and has held it in 7 quarters since. The position peaked at $399K in Q3 2017. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Beacon Investment Advisory Services held 1,231 shares of General Mills worth $42.8K as of Q2 2026.
  • Beacon Investment Advisory Services left its General Mills share count unchanged in Q2 2026.
  • General Mills made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #454 holding.
  • Beacon Investment Advisory Services first reported a position in General Mills in Q3 2017 and has held it in 7 quarters since.
  • Beacon Investment Advisory Services's General Mills position peaked at $399K in Q3 2017.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.