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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
Q3 		$5.28K Buy
164
+3
+2% +$112 ﹤0.01% 324
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

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Burkett Financial Services's GIS Position: Q3 2026 in Review

Burkett Financial Services increased its General Mills (GIS) stake by 1.9% in Q3 2026, buying an estimated $112 and bringing the position to 164 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Burkett Financial Services first reported a position in GIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $23.9K in Q1 2024. 48 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

  • Burkett Financial Services held 164 shares of General Mills worth $5.28K as of Q3 2026.
  • Burkett Financial Services bought 3 General Mills shares in Q3 2026, an estimated $112.
  • General Mills made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #324 holding.
  • Burkett Financial Services first reported a position in General Mills in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's General Mills position peaked at $23.9K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.