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
2025 Q1	–	Sell	-3,000	Closed	-$191K	–	1234
2024 Q4	$191K	Sell	3,000 -1,000	-25%	-$67.1K	﹤0.01%	1150
2024 Q3	$295K	Buy	4,000 +2,000	+100%	+$139K	﹤0.01%	1027
2024 Q2	$127K	Hold	2,000	–	–	﹤0.01%	1217
2024 Q1	$140K	Sell	2,000 -1,500	-43%	-$97.7K	﹤0.01%	1289
2023 Q4	$228K	Hold	3,500	–	–	﹤0.01%	1170
2023 Q3	$224K	Sell	3,500 -2,000	-36%	-$141K	﹤0.01%	1186
2023 Q2	$422K	Buy	+5,500	New	+$470K	0.01%	770
2022 Q2	–	Sell	-3,000	Closed	-$2K	–	1120
2022 Q1	$2K	Buy	+3,000	New	+$201K	﹤0.01%	1188

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 Pointe Advisors's GIS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its General Mills (GIS) stake by 73% in Q1 2026, buying an estimated $453K and bringing the position to 24,691 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Beacon Pointe Advisors first reported a position in GIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.45M in Q1 2022. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Beacon Pointe Advisors held 24,691 shares of General Mills worth $919K as of Q1 2026.
Beacon Pointe Advisors bought 10,426 General Mills shares in Q1 2026, an estimated $453K.
General Mills made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1031 holding.
Beacon Pointe Advisors first reported a position in General Mills in Q1 2021 and has held it in 21 quarters since.
Beacon Pointe Advisors's General Mills position peaked at $4.45M in Q1 2022.
1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.