Creative Planning’s General Mills GIS Stock Holding History

Creative 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
2018 Q2	–	Sell	-200	Closed	-$2K	–	2101
2018 Q1	$2K	Buy	+200	New	+$10.8K	﹤0.01%	1988

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Creative Planning's GIS Position: Q2 2026 in Review

Creative Planning increased its General Mills (GIS) stake by 57% in Q2 2026, buying an estimated $6.86M and bringing the position to 548,688 shares worth $19.1M. The position accounts for 0.01% of the portfolio, ranked #527.

Creative Planning first reported a position in GIS in Q2 2013 and has held it in 53 quarters since. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Creative Planning held 548,688 shares of General Mills worth $19.1M as of Q2 2026.
Creative Planning bought 198,775 General Mills shares in Q2 2026, an estimated $6.86M.
General Mills made up 0.01% of Creative Planning's portfolio in Q2 2026, its #527 holding.
Creative Planning first reported a position in General Mills in Q2 2013 and has held it in 53 quarters since.
1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.