Center for Financial Planning’s General Mills GIS Stock Holding History

Center for Financial Planning’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	$296K	Sell	8,500 -2,480	-23%	-$85.6K	0.03%	141
2026 Q1	$409K	Sell	10,980 -86	-0.8%	-$3.73K	0.04%	119
2025 Q4	$515K	Buy	11,066 +86	+0.8%	+$4.09K	0.05%	102
2025 Q3	$554K	Sell	10,980 -190	-2%	-$9.53K	0.06%	101
2025 Q2	$579K	Hold	11,170	–	–	0.07%	93
2025 Q1	$668K	Hold	11,170	–	–	0.09%	83
2024 Q4	$712K	Hold	11,170	–	–	0.1%	74
2024 Q3	$825K	Sell	11,170 -1,520	-12%	-$105K	0.11%	60
2024 Q2	$803K	Hold	12,690	–	–	0.12%	63
2024 Q1	$888K	Hold	12,690	–	–	0.13%	60
2023 Q4	$827K	Hold	12,690	–	–	0.15%	62
2023 Q3	$812K	Hold	12,690	–	–	0.18%	56
2023 Q2	$973K	Hold	12,690	–	–	0.2%	47
2023 Q1	$1.08M	Hold	12,690	–	–	0.25%	44
2022 Q4	$1.06M	Hold	12,690	–	–	0.26%	43
2022 Q3	$972K	Hold	12,690	–	–	0.26%	45
2022 Q2	$957K	Hold	12,690	–	–	0.24%	46
2022 Q1	$859K	Hold	12,690	–	–	0.18%	65
2021 Q4	$855K	Hold	12,690	–	–	0.18%	62
2021 Q3	$759K	Hold	12,690	–	–	0.18%	60
2021 Q2	$773K	Hold	12,690	–	–	0.19%	62
2021 Q1	$778K	Hold	12,690	–	–	0.2%	58
2020 Q4	$746K	Sell	12,690 -186	-1%	-$11.3K	0.21%	51
2020 Q3	$794K	Hold	12,876	–	–	0.26%	46
2020 Q2	$794K	Hold	12,876	–	–	0.28%	41
2020 Q1	$679K	Hold	12,876	–	–	0.23%	48
2019 Q4	$690K	Buy	+12,876	New	+$678K	0.17%	53

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Center for Financial Planning's GIS Position: Q2 2026 in Review

Center for Financial Planning reduced its General Mills (GIS) stake by 23% in Q2 2026, selling an estimated $85.6K and leaving 8,500 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #141.

Center for Financial Planning first reported a position in GIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q1 2023. 353 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Center for Financial Planning held 8,500 shares of General Mills worth $296K as of Q2 2026.
Center for Financial Planning sold 2,480 General Mills shares in Q2 2026, an estimated $85.6K.
General Mills made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #141 holding.
Center for Financial Planning first reported a position in General Mills in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's General Mills position peaked at $1.08M in Q1 2023.
353 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.