Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s General Mills GIS Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.6M Buy
527,766
+119,890
+29% +$5.21M 0.05% 337
2025
Q4 		$19M Buy
407,876
+95,839
+31% +$4.55M 0.05% 333
2025
Q3 		$15.7M Buy
312,037
+47,112
+18% +$2.36M 0.05% 345
2025
Q2 		$13.7M Buy
264,925
+13,450
+5% +$742K 0.05% 316
2025
Q1 		$15M Buy
251,475
+1,673
+0.7% +$100K 0.06% 269
2024
Q4 		$15.9M Buy
249,802
+2,616
+1% +$175K 0.07% 244
2024
Q3 		$18.3M Sell
247,186
-7,376
-3% -$511K 0.08% 223
2024
Q2 		$16.1M Sell
254,562
-6,190
-2% -$425K 0.08% 231
2024
Q1 		$18.2M Buy
260,752
+1,736
+0.7% +$113K 0.09% 208
2023
Q4 		$16.9M Sell
259,016
-42,706
-14% -$2.76M 0.09% 206
2023
Q3 		$19.3M Buy
301,722
+33,941
+13% +$2.4M 0.12% 161
2023
Q2 		$20.5M Buy
267,781
+245,573
+1,106% +$21M 0.13% 152
2023
Q1 		$1.9M Buy
22,208
+2,978
+15% +$238K 0.01% 488
2022
Q4 		$1.61M Buy
19,230
+5,616
+41% +$457K 0.01% 483
2022
Q3 		$1.04M Sell
13,614
-617
-4% -$47K 0.01% 550
2022
Q2 		$1.07M Buy
14,231
+1,441
+11% +$101K 0.01% 547
2022
Q1 		$866K Buy
12,790
+2,338
+22% +$157K 0.01% 597
2021
Q4 		$704K Buy
+10,452
New +$664K 0.01% 645
2021
Q2 		$870K Hold
14,275
– – 0.01% 586
2021
Q1 		$870K Hold
14,275
– – 0.01% 586
2020
Q4 		$870K Hold
14,275
– – 0.01% 586
2020
Q3 		$870K Hold
14,275
– – 0.01% 586
2020
Q2 		$870K Hold
14,275
– – 0.01% 586
2020
Q1 		$870K Hold
14,275
– – 0.01% 586
2019
Q4 		$870K Hold
14,275
– – 0.01% 586
2019
Q3 		$870K Hold
14,275
– – 0.01% 586
2019
Q2 		$870K Hold
14,275
– – 0.01% 586
2019
Q1 		$870K Buy
14,275
+7,732
+118% +$350K 0.01% 586
2018
Q4 		$255K Sell
6,543
-535,516
-99% -$22.6M 0.01% 552
2018
Q3 		$23.3M Sell
542,059
-15,445
-3% -$699K 0.59% 39
2018
Q2 		$24.7M Sell
557,504
-34,024
-6% -$1.49M 0.81% 32
2018
Q1 		$26.7M Buy
591,528
+590,815
+82,863% +$32M 1.06% 26
2017
Q4 		$42K Sell
713
-332
-32% -$18K ﹤0.01% 559
2017
Q3 		$54K Sell
1,045
-7,686
-88% -$421K ﹤0.01% 504
2017
Q2 		$484K Sell
8,731
-2,084
-19% -$119K 0.02% 245
2017
Q1 		$638K Sell
10,815
-60,225
-85% -$3.68M 0.04% 215
2016
Q4 		$4.39M Buy
71,040
+913
+1% +$56.6K 0.27% 97
2016
Q3 		$4.48M Sell
70,127
-900
-1% -$62.6K 0.31% 95
2016
Q2 		$5.07M Sell
71,027
-8,100
-10% -$516K 0.37% 82
2016
Q1 		$5.01M Buy
79,127
+576
+0.7% +$33.5K 0.44% 74
2015
Q4 		$4.53M Buy
78,551
+3,424
+5% +$197K 0.44% 77
2015
Q3 		$4.22M Buy
75,127
+9,206
+14% +$527K 0.42% 83
2015
Q2 		$3.67M Buy
65,921
+41,639
+171% +$2.33M 0.35% 102
2015
Q1 		$1.37M Buy
+24,282
New +$1.29M 0.14% 128
2014
Q3 		– Sell
-4,059
Closed -$213K – 183
2014
Q2 		$213K Buy
+4,059
New +$216K 0.04% 173
2014
Q1 		– Sell
-20,902
Closed -$1.04M – 281
2013
Q4 		$1.04M Buy
20,902
+7,914
+61% +$394K 0.16% 91
2013
Q3 		$622K Buy
+12,988
New +$652K 0.16% 85

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its General Mills (GIS) stake by 29% in Q1 2026, buying an estimated $5.21M and bringing the position to 527,766 shares worth $19.6M. The position accounts for 0.05% of the portfolio, ranked #337.

Carson Wealth (CWM LLC) first reported a position in GIS in Q3 2013 and has held it in 47 quarters since. The position peaked at $26.7M in Q1 2018. 1,309 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 527,766 shares of General Mills worth $19.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 119,890 General Mills shares in Q1 2026, an estimated $5.21M.
  • General Mills made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #337 holding.
  • Carson Wealth (CWM LLC) first reported a position in General Mills in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s General Mills position peaked at $26.7M in Q1 2018.
  • 1,309 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.