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Concurrent Investment Advisors’s General Mills GIS Stock Holding History

Concurrent Investment Advisors’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 		$3.19M Buy
91,726
+63,181
+221% +$2.18M 0.03% 568
2026
Q1 		$1.06M Sell
28,545
-89
-0.3% -$3.86K 0.01% 853
2025
Q4 		$1.33M Buy
28,634
+10,844
+61% +$515K 0.02% 718
2025
Q3 		$897K Buy
17,790
+789
+5% +$39.6K 0.02% 687
2025
Q2 		$881K Buy
17,001
+226
+1% +$12.5K 0.02% 636
2025
Q1 		$1M Buy
16,775
+1,470
+10% +$88.3K 0.02% 546
2024
Q4 		$976K Sell
15,305
-19,168
-56% -$1.29M 0.03% 491
2024
Q3 		$2.55M Buy
34,473
+17,833
+107% +$1.24M 0.08% 249
2024
Q2 		$1.05M Buy
16,640
+9,556
+135% +$656K 0.03% 420
2024
Q1 		$496K Sell
7,084
-939
-12% -$61.1K 0.02% 554
2023
Q4 		$523K Buy
+8,023
New +$518K 0.02% 486

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
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

Concurrent Investment Advisors's GIS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its General Mills (GIS) stake by 221% in Q2 2026, buying an estimated $2.18M and bringing the position to 91,726 shares worth $3.19M. The position accounts for 0.03% of the portfolio, ranked #568.

Concurrent Investment Advisors first reported a position in GIS in Q4 2023 and has held it in 11 quarters since. 551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Concurrent Investment Advisors held 91,726 shares of General Mills worth $3.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 63,181 General Mills shares in Q2 2026, an estimated $2.18M.
  • General Mills made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #568 holding.
  • Concurrent Investment Advisors first reported a position in General Mills in Q4 2023 and has held it in 11 quarters since.
  • 551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.