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Brandywine Oak Private Wealth’s General Mills GIS Stock Holding History

Brandywine Oak Private Wealth’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 		$284K Buy
8,158
+1
+0% +$35 0.02% 205
2026
Q1 		$304K Buy
8,157
+2,055
+34% +$89.2K 0.03% 187
2025
Q4 		$284K Hold
6,102
– – 0.02% 199
2025
Q3 		$308K Sell
6,102
-2,264
-27% -$114K 0.03% 187
2025
Q2 		$433K Hold
8,366
– – 0.04% 159
2025
Q1 		$500K Hold
8,366
– – 0.05% 147
2024
Q4 		$534K Hold
8,366
– – 0.05% 144
2024
Q3 		$618K Hold
8,366
– – 0.06% 134
2024
Q2 		$529K Hold
8,366
– – 0.05% 142
2024
Q1 		$585K Sell
8,366
-481
-5% -$31.3K 0.06% 139
2023
Q4 		$576K Sell
8,847
-272
-3% -$17.6K 0.06% 136
2023
Q3 		$584K Sell
9,119
-250
-3% -$17.7K 0.07% 131
2023
Q2 		$719K Buy
9,369
+533
+6% +$45.6K 0.08% 126
2023
Q1 		$755K Sell
8,836
-1,614
-15% -$129K 0.09% 120
2022
Q4 		$876K Sell
10,450
-792
-7% -$64.5K 0.11% 101
2022
Q3 		$861K Buy
11,242
+2,442
+28% +$186K 0.12% 105
2022
Q2 		$663K Buy
8,800
+4
+0% +$280 0.08% 143
2022
Q1 		$595K Buy
8,796
+3
+0% +$201 0.07% 181
2021
Q4 		$592K Hold
8,793
– – 0.06% 184
2021
Q3 		$526K Sell
8,793
-16
-0.2% -$945 0.06% 190
2021
Q2 		$536K Buy
8,809
+3,341
+61% +$207K 0.06% 186
2021
Q1 		$335K Sell
5,468
-26
-0.5% -$1.5K 0.05% 185
2020
Q4 		$323K Sell
5,494
-7
-0.1% -$423 0.05% 184
2020
Q3 		$339K Hold
5,501
– – 0.06% 175
2020
Q2 		$339K Buy
5,501
+4
+0.1% +$241 0.06% 168
2020
Q1 		$290K Buy
5,497
+4
+0.1% +$211 0.06% 161
2019
Q4 		$294K Buy
5,493
+4
+0.1% +$211 0.05% 182
2019
Q3 		$302K Buy
+5,489
New +$296K 0.06% 166
2019
Q1 		– Sell
-3,095
Closed -$120K – 366
2018
Q4 		$120K Buy
+3,095
New +$131K 0.03% 256

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Brandywine Oak Private Wealth's GIS Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its General Mills (GIS) stake by 0.01% in Q2 2026, buying an estimated $35 and bringing the position to 8,158 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #205.

Brandywine Oak Private Wealth first reported a position in GIS in Q4 2018 and has held it in 29 quarters since. The position peaked at $876K in Q4 2022. 551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Brandywine Oak Private Wealth held 8,158 shares of General Mills worth $284K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 1 General Mills share in Q2 2026, an estimated $35.
  • General Mills made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #205 holding.
  • Brandywine Oak Private Wealth first reported a position in General Mills in Q4 2018 and has held it in 29 quarters since.
  • Brandywine Oak Private Wealth's General Mills position peaked at $876K in Q4 2022.
  • 551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.