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Calton & Associates’s General Mills GIS Stock Holding History

Calton & Associates’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 		$206K Buy
+5,923
New +$205K 0.03% 407
2024
Q4 		– Sell
-3,245
Closed -$240K – 224
2024
Q3 		$240K Buy
+3,245
New +$225K 0.09% 195
2024
Q1 		– Sell
-6,745
Closed -$439K – 214
2023
Q4 		$439K Buy
+6,745
New +$435K 0.18% 119
2021
Q4 		– Sell
-3,345
Closed -$200K – 379
2021
Q3 		$200K Sell
3,345
-777
-19% -$45.9K 0.04% 376
2021
Q2 		$251K Buy
4,122
+223
+6% +$13.8K 0.05% 326
2021
Q1 		$239K Sell
3,899
-71
-2% -$4.1K 0.05% 336
2020
Q4 		$233K Buy
3,970
+272
+7% +$16.5K 0.04% 326
2020
Q3 		$228K Sell
3,698
-1,914
-34% -$120K 0.05% 290
2020
Q2 		$346K Sell
5,612
-299
-5% -$18K 0.08% 201
2020
Q1 		$312K Sell
5,911
-86
-1% -$4.54K 0.08% 201
2019
Q4 		$321K Buy
+5,997
New +$316K 0.06% 242
2018
Q4 		– Sell
-9,594
Closed -$412K – 253
2018
Q3 		$412K Buy
9,594
+100
+1% +$4.53K 0.12% 148
2018
Q2 		$429K Buy
9,494
+1,632
+21% +$71.4K 0.12% 137
2018
Q1 		$354K Buy
7,862
+3,821
+95% +$207K 0.1% 201
2017
Q4 		$240K Buy
+4,041
New +$219K 0.06% 293

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Calton & Associates's GIS Position: Q2 2026 in Review

Calton & Associates opened a new position in General Mills (GIS) in Q2 2026: 5,923 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Calton & Associates previously reported a position in GIS as recently as Q3 2024.

Calton & Associates first reported a position in GIS in Q4 2017 and has held it in 15 quarters since. The position peaked at $439K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Calton & Associates held 5,923 shares of General Mills worth $206K as of Q2 2026.
  • General Mills was a new Calton & Associates position in Q2 2026.
  • General Mills made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #407 holding.
  • Calton & Associates first reported a position in General Mills in Q4 2017 and has held it in 15 quarters since.
  • Calton & Associates's General Mills position peaked at $439K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.