Burkett Financial Services’s General Mills GIS Stock Holding History

Burkett Financial 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	$5.62K	Buy	161 +3	+2%	+$104	﹤0.01%	202
2026 Q1	$5.91K	Buy	158 +2	+1%	+$87	﹤0.01%	184
2025 Q4	$7.29K	Buy	156 +1	+0.6%	+$48	﹤0.01%	169
2025 Q3	$7.8K	Buy	155 +2	+1%	+$100	﹤0.01%	159
2025 Q2	$7.92K	Buy	153 +2	+1%	+$110	﹤0.01%	155
2025 Q1	$9.04K	Buy	151 +1	+0.7%	+$60	﹤0.01%	170
2024 Q4	$9.55K	Buy	150 +2	+1%	+$134	﹤0.01%	144
2024 Q3	$11K	Sell	148 -196	-57%	-$13.6K	﹤0.01%	133
2024 Q2	$21.7K	Buy	344 +3	+0.9%	+$206	0.01%	114
2024 Q1	$23.9K	Buy	341 +196	+135%	+$12.8K	0.01%	113
2023 Q4	$9.41K	Buy	+145	New	+$9.36K	0.01%	137

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Burkett Financial Services's GIS Position: Q2 2026 in Review

Burkett Financial Services increased its General Mills (GIS) stake by 1.9% in Q2 2026, buying an estimated $104 and bringing the position to 161 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Burkett Financial Services first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.9K in Q1 2024. 302 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Burkett Financial Services held 161 shares of General Mills worth $5.62K as of Q2 2026.
Burkett Financial Services bought 3 General Mills shares in Q2 2026, an estimated $104.
General Mills made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #202 holding.
Burkett Financial Services first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's General Mills position peaked at $23.9K in Q1 2024.
302 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.