Creative Planning
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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
Q4 		– Sell
-2,500
Closed -$3K – 2006
2018
Q3 		$3K Buy
+2,500
New +$113K ﹤0.01% 2029
2018
Q2 		– Sell
-10,000
Closed -$12K – 2102
2018
Q1 		$12K Buy
+10,000
New +$542K ﹤0.01% 1922

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

Creative Planning's GIS Position: Q1 2026 in Review

Creative Planning increased its General Mills (GIS) stake by 35% in Q1 2026, buying an estimated $3.94M and bringing the position to 349,913 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #583.

Creative Planning first reported a position in GIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Creative Planning held 349,913 shares of General Mills worth $13M as of Q1 2026.
  • Creative Planning bought 90,680 General Mills shares in Q1 2026, an estimated $3.94M.
  • General Mills made up 0.01% of Creative Planning's portfolio in Q1 2026, its #583 holding.
  • Creative Planning first reported a position in General Mills in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's General Mills position peaked at $16.9M in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.