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Carolinas Wealth Consulting’s General Mills GIS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,046
Closed -$62.6K – 362
2025
Q1 		$62.6K Buy
1,046
+170
+19% +$10.2K 0.01% 320
2024
Q4 		$55.8K Buy
876
+7
+0.8% +$470 0.01% 344
2024
Q3 		$64.2K Sell
869
-24
-3% -$1.66K 0.01% 327
2024
Q2 		$56.4K Buy
893
+8
+0.9% +$549 0.01% 350
2024
Q1 		$61.9K Sell
885
-329
-27% -$21.4K 0.01% 340
2023
Q4 		$79.1K Buy
1,214
+152
+14% +$9.81K 0.02% 269
2023
Q3 		$69.2K Buy
1,062
+850
+401% +$60.1K 0.02% 275
2023
Q2 		$16.3K Sell
212
-109
-34% -$9.31K ﹤0.01% 511
2023
Q1 		$27.4K Sell
321
-107
-25% -$8.54K 0.01% 440
2022
Q4 		$35.9K Hold
428
– – 0.01% 396
2022
Q3 		$33K Buy
428
+144
+51% +$11K 0.01% 382
2022
Q2 		$21K Sell
284
-80
-22% -$5.6K 0.01% 440
2022
Q1 		$25K Buy
364
+1
+0.3% +$67 0.01% 440
2021
Q4 		$24K Buy
363
+112
+45% +$7.12K 0.01% 457
2021
Q3 		$15K Buy
251
+1
+0.4% +$59 ﹤0.01% 520
2021
Q2 		$15K Buy
250
+1
+0.4% +$62 ﹤0.01% 552
2021
Q1 		$15K Sell
249
-16
-6% -$923 ﹤0.01% 564
2020
Q4 		$16K Buy
265
+169
+176% +$10.2K ﹤0.01% 511
2020
Q3 		$6K Buy
96
+13
+16% +$813 ﹤0.01% 539
2020
Q2 		$5K Buy
+83
New +$5K ﹤0.01% 399

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's GIS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of General Mills (GIS) in Q2 2025, closing a stake of 1,046 shares — an estimated $62.6K sold.

Carolinas Wealth Consulting first reported a position in GIS in Q2 2020 and held it in 20 quarters. The position peaked at $79.1K in Q4 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,046 General Mills shares in Q2 2025, an estimated $62.6K.
  • Carolinas Wealth Consulting first reported a position in General Mills in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's General Mills position peaked at $79.1K in Q4 2023.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.