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Carson Advisory’s General Mills GIS Stock Holding History

Carson 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 		$714K Buy
20,515
+3,655
+22% +$126K 0.33% 74
2026
Q1 		$628K Buy
16,860
+10,250
+155% +$445K 0.33% 73
2025
Q4 		$307K Sell
6,610
-199
-3% -$9.46K 0.16% 128
2025
Q3 		$343K Hold
6,809
– – 0.19% 113
2025
Q2 		$353K Sell
6,809
-18
-0.3% -$993 0.22% 107
2025
Q1 		$408K Hold
6,827
– – 0.27% 80
2024
Q4 		$435K Buy
6,827
+1
+0% +$67 0.3% 76
2024
Q3 		$504K Hold
6,826
– – 0.32% 80
2024
Q2 		$432K Buy
6,826
+2,217
+48% +$152K 0.3% 86
2024
Q1 		$322K Buy
4,609
+1
+0% +$65 0.23% 110
2023
Q4 		$300K Buy
4,608
+19
+0.4% +$1.23K 0.23% 107
2023
Q3 		$294K Hold
4,589
– – 0.26% 103
2023
Q2 		$352K Sell
4,589
-100
-2% -$8.55K 0.3% 95
2023
Q1 		$401K Buy
4,689
+1
+0% +$80 0.36% 83
2022
Q4 		$393K Hold
4,688
– – 0.38% 70
2022
Q3 		$359K Buy
+4,688
New +$357K 0.4% 69

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Carson Advisory's GIS Position: Q2 2026 in Review

Carson Advisory increased its General Mills (GIS) stake by 22% in Q2 2026, buying an estimated $126K and bringing the position to 20,515 shares worth $714K. The position accounts for 0.33% of the portfolio, ranked #74.

Carson Advisory first reported a position in GIS in Q3 2022 and has held it in 16 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Carson Advisory held 20,515 shares of General Mills worth $714K as of Q2 2026.
  • Carson Advisory bought 3,655 General Mills shares in Q2 2026, an estimated $126K.
  • General Mills made up 0.33% of Carson Advisory's portfolio in Q2 2026, its #74 holding.
  • Carson Advisory first reported a position in General Mills in Q3 2022 and has held it in 16 quarters since.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.