Capstone Financial Advisors’s General Mills GIS Stock Holding History

Capstone Financial Advisors’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	$728K	Hold	20,928	–	–	0.04%	86
2026 Q1	$779K	Hold	20,928	–	–	0.04%	76
2025 Q4	$973K	Sell	20,928 -550	-3%	-$26.1K	0.05%	64
2025 Q3	$1.08M	Hold	21,478	–	–	0.06%	61
2025 Q2	$1.11M	Hold	21,478	–	–	0.06%	60
2025 Q1	$1.28M	Hold	21,478	–	–	0.08%	55
2024 Q4	$1.37M	Hold	21,478	–	–	0.08%	48
2024 Q3	$1.59M	Buy	21,478 +9	+0%	+$624	0.1%	44
2024 Q2	$1.36M	Hold	21,469	–	–	0.09%	44
2024 Q1	$1.5M	Sell	21,469 -350	-2%	-$22.8K	0.1%	42
2023 Q4	$1.42M	Sell	21,819 -975	-4%	-$62.9K	0.1%	40
2023 Q3	$1.46M	Sell	22,794 -24	-0.1%	-$1.7K	0.12%	41
2023 Q2	$1.75M	Sell	22,818 -29	-0.1%	-$2.48K	0.13%	40
2023 Q1	$1.95M	Hold	22,847	–	–	0.15%	38
2022 Q4	$1.92M	Sell	22,847 -1,125	-5%	-$91.6K	0.16%	36
2022 Q3	$1.84M	Hold	23,972	–	–	0.17%	37
2022 Q2	$1.81M	Hold	23,972	–	–	0.15%	38
2022 Q1	$1.62M	Hold	23,972	–	–	0.12%	40
2021 Q4	$1.61M	Hold	23,972	–	–	0.12%	37
2021 Q3	$1.43M	Hold	23,972	–	–	0.11%	36
2021 Q2	$1.46M	Buy	23,972 +16	+0.1%	+$990	0.12%	34
2021 Q1	$1.47M	Buy	+23,956	New	+$1.38M	0.13%	29

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capstone Financial Advisors's GIS Position: Q2 2026 in Review

Capstone Financial Advisors held its General Mills (GIS) position steady in Q2 2026 at 20,928 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #86.

Capstone Financial Advisors first reported a position in GIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.95M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Capstone Financial Advisors held 20,928 shares of General Mills worth $728K as of Q2 2026.
Capstone Financial Advisors left its General Mills share count unchanged in Q2 2026.
General Mills made up 0.04% of Capstone Financial Advisors's portfolio in Q2 2026, its #86 holding.
Capstone Financial Advisors first reported a position in General Mills in Q1 2021 and has held it in 22 quarters since.
Capstone Financial Advisors's General Mills position peaked at $1.95M in Q1 2023.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.