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Cassaday & Co Wealth Management’s General Mills GIS Stock Holding History

Cassaday & Co Wealth Management’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 		$29.7K Sell
853
-11
-1% -$380 ﹤0.01% 712
2026
Q1 		$32.1K Buy
+864
New +$37.5K ﹤0.01% 704
2024
Q4 		– Sell
-3,822
Closed -$282K – 326
2024
Q3 		$282K Sell
3,822
-30
-0.8% -$2.08K 0.01% 253
2024
Q2 		$244K Sell
3,852
-621
-14% -$42.6K 0.01% 256
2024
Q1 		$313K Buy
4,473
+695
+18% +$45.3K 0.01% 220
2023
Q4 		$246K Buy
3,778
+6
+0.2% +$387 0.01% 243
2023
Q3 		$241K Buy
3,772
+48
+1% +$3.39K 0.01% 218
2023
Q2 		$286K Sell
3,724
-48
-1% -$4.1K 0.01% 200
2023
Q1 		$322K Sell
3,772
-190
-5% -$15.2K 0.01% 198
2022
Q4 		$332K Buy
+3,962
New +$323K 0.02% 189

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

Cassaday & Co Wealth Management's GIS Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its General Mills (GIS) stake by 1.3% in Q2 2026, selling an estimated $380 and leaving 853 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Cassaday & Co Wealth Management first reported a position in GIS in Q4 2022 and has held it in 10 quarters since. The position peaked at $332K in Q4 2022. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Cassaday & Co Wealth Management held 853 shares of General Mills worth $29.7K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 11 General Mills shares in Q2 2026, an estimated $380.
  • General Mills made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Cassaday & Co Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 10 quarters since.
  • Cassaday & Co Wealth Management's General Mills position peaked at $332K in Q4 2022.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.