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Capital & Planning LLC’s General Mills GIS Stock Holding History

Capital & Planning LLC’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
Q1 		$9.04K Buy
+243
New +$10.6K 0.01% 101
2025
Q1 		– Sell
-243
Closed -$15.5K – 89
2024
Q4 		$15.5K Buy
+243
New +$16.3K 0.01% 79

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital & Planning LLC's GIS Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in General Mills (GIS) in Q1 2026: 243 shares worth $9.04K. The stake represents 0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in GIS as recently as Q4 2024.

Capital & Planning LLC first reported a position in GIS in Q4 2024 and has held it in 2 quarters since. The position peaked at $15.5K in Q4 2024. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Capital & Planning LLC held 243 shares of General Mills worth $9.04K as of Q1 2026.
  • General Mills was a new Capital & Planning LLC position in Q1 2026.
  • General Mills made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #101 holding.
  • Capital & Planning LLC first reported a position in General Mills in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's General Mills position peaked at $15.5K in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.