Carl Stuart Investment Advisor’s General Mills GIS Stock Holding History

Carl Stuart Investment Advisor’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
2025 Q1	–	Sell	-3,171	Closed	-$202K	–	17
2024 Q4	$202K	Buy	3,171 +100	+3%	+$6.71K	0.11%	19
2024 Q3	$227K	Buy	+3,071	New	+$213K	0.13%	15
2024 Q2	–	Sell	-3,071	Closed	-$215K	–	16
2024 Q1	$215K	Hold	3,071	–	–	0.14%	13
2023 Q4	$200K	Buy	+3,071	New	+$198K	0.13%	31
2023 Q3	–	Sell	-3,071	Closed	-$236K	–	23
2023 Q2	$236K	Buy	+3,071	New	+$262K	0.18%	19
2023 Q1	–	Sell	-3,071	Closed	-$258K	–	44
2022 Q4	$258K	Hold	3,071	–	–	0.24%	18
2022 Q3	$239K	Hold	3,071	–	–	0.21%	19
2022 Q2	$232K	Hold	3,071	–	–	0.2%	19
2022 Q1	$2.08M	Hold	3,071	–	–	0.15%	25
2021 Q4	$207K	Buy	+3,071	New	+$195K	0.15%	26

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carl Stuart Investment Advisor's GIS Position: Q1 2025 in Review

Carl Stuart Investment Advisor sold out of General Mills (GIS) in Q1 2025, closing a stake of 3,171 shares — an estimated $202K sold.

Carl Stuart Investment Advisor first reported a position in GIS in Q4 2021 and held it in 10 quarters. The position peaked at $2.08M in Q1 2022. 1,553 funds tracked by Wall St. Rank hold GIS as of Q1 2025.

Carl Stuart Investment Advisor reported no remaining General Mills position as of Q1 2025 after selling out during the quarter.
Carl Stuart Investment Advisor sold 3,171 General Mills shares in Q1 2025, an estimated $202K.
Carl Stuart Investment Advisor first reported a position in General Mills in Q4 2021 and held it in 10 quarters.
Carl Stuart Investment Advisor's General Mills position peaked at $2.08M in Q1 2022.
1,553 funds tracked by Wall St. Rank held General Mills as of Q1 2025.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2025, filed 23 Apr 2025.