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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
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 $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 $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's GIS Position: Q1 2026 in Review

Concord Wealth Partners sold out of General Mills (GIS) in Q1 2026, closing a stake of 361 shares — an estimated $16.8K sold.

Concord Wealth Partners first reported a position in GIS in Q4 2020 and held it in 20 quarters. The position peaked at $65K in Q1 2022. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Concord Wealth Partners reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 361 General Mills shares in Q1 2026, an estimated $16.8K.
  • Concord Wealth Partners first reported a position in General Mills in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's General Mills position peaked at $65K in Q1 2022.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.