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Beacon Pointe Advisors’s General Mills GIS Stock Holding History

Beacon Pointe 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 		$758K Sell
21,787
-2,904
-12% -$100K ﹤0.01% 1157
2026
Q1 		$919K Buy
24,691
+10,426
+73% +$453K ﹤0.01% 1031
2025
Q4 		$663K Sell
14,265
-481
-3% -$22.9K ﹤0.01% 980
2025
Q3 		$743K Sell
14,746
-7,396
-33% -$371K 0.01% 869
2025
Q2 		$1.15M Sell
22,142
-3,679
-14% -$203K 0.01% 630
2025
Q1 		$1.54M Sell
25,821
-2,463
-9% -$148K 0.02% 520
2024
Q4 		$1.8M Sell
28,284
-3,038
-10% -$204K 0.02% 486
2024
Q3 		$2.31M Sell
31,322
-1,080
-3% -$74.8K 0.03% 436
2024
Q2 		$2.05M Sell
32,402
-3,568
-10% -$245K 0.02% 465
2024
Q1 		$2.52M Sell
35,970
-1,666
-4% -$108K 0.03% 443
2023
Q4 		$2.45M Sell
37,636
-20,726
-36% -$1.34M 0.03% 433
2023
Q3 		$3.73M Buy
58,362
+22,481
+63% +$1.59M 0.05% 331
2023
Q2 		$2.75M Sell
35,881
-1,571
-4% -$134K 0.04% 323
2023
Q1 		$3.2M Buy
37,452
+854
+2% +$68.2K 0.05% 293
2022
Q4 		$3.07M Buy
36,598
+1,521
+4% +$124K 0.06% 277
2022
Q3 		$2.69M Buy
35,077
+6,975
+25% +$532K 0.06% 259
2022
Q2 		$2.12M Sell
28,102
-37,650
-57% -$2.64M 0.04% 319
2022
Q1 		$4.45M Buy
65,752
+49,196
+297% +$3.3M 0.06% 273
2021
Q4 		$1.12M Sell
16,556
-2,838
-15% -$180K 0.03% 360
2021
Q3 		$1.16M Buy
19,394
+4,618
+31% +$273K 0.03% 385
2021
Q2 		$900K Buy
14,776
+10,900
+281% +$674K 0.03% 353
2021
Q1 		$240K Buy
+3,876
New +$224K 0.01% 450

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 Pointe Advisors's GIS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its General Mills (GIS) stake by 12% in Q2 2026, selling an estimated $100K and leaving 21,787 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Beacon Pointe Advisors first reported a position in GIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.45M in Q1 2022. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Beacon Pointe Advisors held 21,787 shares of General Mills worth $758K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,904 General Mills shares in Q2 2026, an estimated $100K.
  • General Mills made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1157 holding.
  • Beacon Pointe Advisors first reported a position in General Mills in Q1 2021 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's General Mills position peaked at $4.45M in Q1 2022.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.