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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Advisory's GIS Position: Q1 2026 in Review

Carson Advisory increased its General Mills (GIS) stake by 155% in Q1 2026, buying an estimated $445K and bringing the position to 16,860 shares worth $628K. The position accounts for 0.33% of the portfolio, ranked #73.

Carson Advisory first reported a position in GIS in Q3 2022 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Carson Advisory held 16,860 shares of General Mills worth $628K as of Q1 2026.
  • Carson Advisory bought 10,250 General Mills shares in Q1 2026, an estimated $445K.
  • General Mills made up 0.33% of Carson Advisory's portfolio in Q1 2026, its #73 holding.
  • Carson Advisory first reported a position in General Mills in Q3 2022 and has held it in 15 quarters since.
  • 1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.