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Concord Wealth Partners’s General Mills GIS Stock Holding History

Concord Wealth Partners’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 		$12.7K Buy
+364
New +$12.6K ﹤0.01% 542
2026
Q1 		– Sell
-361
Closed -$16.8K – 425
2025
Q4 		$16.8K Buy
361
+72
+25% +$3.42K ﹤0.01% 466
2025
Q3 		$14.6K Sell
289
-125
-30% -$6.27K ﹤0.01% 492
2025
Q2 		$21.4K Buy
414
+139
+51% +$7.67K ﹤0.01% 453
2025
Q1 		$16.4K Sell
275
-25
-8% -$1.5K ﹤0.01% 456
2024
Q4 		$19.1K Hold
300
– – ﹤0.01% 460
2024
Q3 		$22.2K Hold
300
– – ﹤0.01% 457
2024
Q2 		$19K Hold
300
– – ﹤0.01% 433
2024
Q1 		$21K Hold
300
– – ﹤0.01% 481
2023
Q4 		$19.5K Sell
300
-46
-13% -$2.97K ﹤0.01% 479
2023
Q3 		$22.1K Hold
346
– – ﹤0.01% 494
2023
Q2 		$26.5K Hold
346
– – 0.01% 462
2023
Q1 		$29.6K Sell
346
-61
-15% -$4.87K 0.01% 427
2022
Q4 		$34.2K Buy
+407
New +$33.1K 0.01% 438
2022
Q3 		– Sell
-424
Closed -$32K – 536
2022
Q2 		$32K Sell
424
-531
-56% -$37.2K 0.01% 444
2022
Q1 		$65K Buy
955
+1
+0.1% +$67 0.02% 383
2021
Q4 		$64K Buy
954
+70
+8% +$4.45K 0.02% 408
2021
Q3 		$53K Sell
884
-18
-2% -$1.06K 0.02% 211
2021
Q2 		$55K Sell
902
-125
-12% -$7.73K 0.02% 340
2021
Q1 		$63K Buy
1,027
+87
+9% +$5.02K 0.02% 295
2020
Q4 		$55K Buy
+940
New +$56.9K 0.04% 193

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

Concord Wealth Partners's GIS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in General Mills (GIS) in Q2 2026: 364 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GIS as recently as Q4 2025.

Concord Wealth Partners first reported a position in GIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $65K in Q1 2022. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Concord Wealth Partners held 364 shares of General Mills worth $12.7K as of Q2 2026.
  • General Mills was a new Concord Wealth Partners position in Q2 2026.
  • General Mills made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #542 holding.
  • Concord Wealth Partners first reported a position in General Mills in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's General Mills position peaked at $65K in Q1 2022.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.