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Cape Investment Advisory’s General Mills GIS Stock Holding History

Cape Investment Advisory’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 		$101K Buy
+2,895
New +$100K 0.03% 347
2026
Q1 		– Sell
-2,666
Closed -$124K – 586
2025
Q4 		$124K Buy
2,666
+1,276
+92% +$60.6K 0.04% 265
2025
Q3 		$70.1K Buy
1,390
+92
+7% +$4.61K 0.07% 191
2025
Q2 		$67.2K Buy
+1,298
New +$71.6K 0.02% 324
2025
Q1 		– Sell
-3
Closed -$191 – 1165
2024
Q4 		$191 Buy
+3
New +$201 ﹤0.01% 1053
2024
Q2 		– Sell
-50
Closed -$3.51K – 949
2024
Q1 		$3.51K Hold
50
– – ﹤0.01% 704
2023
Q4 		$3.24K Buy
50
+1
+2% +$65 ﹤0.01% 848
2023
Q3 		$3.15K Hold
49
– – ﹤0.01% 737
2023
Q2 		$3.75K Hold
49
– – ﹤0.01% 703
2023
Q1 		$4.15K Buy
+49
New +$3.91K ﹤0.01% 714

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 $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cape Investment Advisory's GIS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in General Mills (GIS) in Q2 2026: 2,895 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #347 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GIS as recently as Q4 2025.

Cape Investment Advisory first reported a position in GIS in Q1 2023 and has held it in 10 quarters since. The position peaked at $124K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Cape Investment Advisory held 2,895 shares of General Mills worth $101K as of Q2 2026.
  • General Mills was a new Cape Investment Advisory position in Q2 2026.
  • General Mills made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #347 holding.
  • Cape Investment Advisory first reported a position in General Mills in Q1 2023 and has held it in 10 quarters since.
  • Cape Investment Advisory's General Mills position peaked at $124K in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.