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
2014
Q1 		– Sell
-186
Closed -$11K – 280
2013
Q4 		$11K Buy
+186
New +$9.26K ﹤0.01% 434

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 $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. 1,305 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.
  • 1,305 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.