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Berger Financial Group’s General Mills GIS Stock Holding History

Berger Financial Group’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 		– Sell
-13,385
Closed -$498K – 496
2026
Q1 		$498K Sell
13,385
-417
-3% -$18.1K 0.03% 296
2025
Q4 		$642K Sell
13,802
-4,101
-23% -$195K 0.04% 260
2025
Q3 		$903K Sell
17,903
-5,788
-24% -$290K 0.05% 223
2025
Q2 		$1.23M Buy
23,691
+16,717
+240% +$922K 0.08% 173
2025
Q1 		$417K Sell
6,974
-60
-0.9% -$3.6K 0.03% 282
2024
Q4 		$449K Sell
7,034
-36
-0.5% -$2.42K 0.03% 270
2024
Q3 		$522K Sell
7,070
-161
-2% -$11.2K 0.04% 231
2024
Q2 		$457K Buy
7,231
+13
+0.2% +$893 0.04% 226
2024
Q1 		$505K Buy
7,218
+281
+4% +$18.3K 0.04% 206
2023
Q4 		$452K Buy
6,937
+168
+2% +$10.8K 0.05% 175
2023
Q3 		$433K Buy
6,769
+3,416
+102% +$241K 0.05% 166
2023
Q2 		$257K Buy
3,353
+40
+1% +$3.42K 0.03% 238
2023
Q1 		$283K Buy
3,313
+210
+7% +$16.8K 0.03% 214
2022
Q4 		$260K Sell
3,103
-27
-0.9% -$2.2K 0.03% 219
2022
Q3 		$240K Buy
3,130
+61
+2% +$4.65K 0.04% 214
2022
Q2 		$232K Buy
3,069
+9
+0.3% +$630 0.03% 212
2022
Q1 		$207K Sell
3,060
-763
-20% -$51.2K 0.03% 261
2021
Q4 		$258K Buy
+3,823
New +$243K 0.03% 226
2021
Q3 		– Sell
-3,558
Closed -$217K – 209
2021
Q2 		$217K Sell
3,558
-32
-0.9% -$1.98K 0.04% 193
2021
Q1 		$220K Sell
3,590
-66,738
-95% -$3.85M 0.05% 180
2020
Q4 		$4.13M Buy
+70,328
New +$4.25M 0.72% 47

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berger Financial Group's GIS Position: Q2 2026 in Review

Berger Financial Group sold out of General Mills (GIS) in Q2 2026, closing a stake of 13,385 shares — an estimated $498K sold.

Berger Financial Group first reported a position in GIS in Q4 2020 and held it in 21 quarters. The position peaked at $4.13M in Q4 2020. 828 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Berger Financial Group reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 13,385 General Mills shares in Q2 2026, an estimated $498K.
  • Berger Financial Group first reported a position in General Mills in Q4 2020 and held it in 21 quarters.
  • Berger Financial Group's General Mills position peaked at $4.13M in Q4 2020.
  • 828 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.