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 $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

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.