Crestwood Advisors Group’s General Mills GIS Stock Holding History

Crestwood Advisors Group’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	$737K	Buy	21,187 +14,041	+196%	+$485K	0.01%	374
2026 Q1	$266K	Buy	7,146 +699	+11%	+$30.4K	﹤0.01%	635
2025 Q4	$300K	Sell	6,447 -2,753	-30%	-$131K	0.01%	518
2025 Q3	$464K	Buy	9,200 +2,802	+44%	+$140K	0.01%	373
2025 Q2	$331K	Buy	6,398 +826	+15%	+$45.6K	0.01%	419
2025 Q1	$333K	Sell	5,572 -226	-4%	-$13.6K	0.01%	403
2024 Q4	$370K	Buy	5,798 +760	+15%	+$51K	0.01%	350
2024 Q3	$372K	Buy	5,038 +258	+5%	+$17.9K	0.01%	340
2024 Q2	$302K	Buy	4,780 +85	+2%	+$5.84K	0.01%	347
2024 Q1	$329K	Buy	4,695 +71	+2%	+$4.62K	0.01%	336
2023 Q4	$301K	Buy	4,624 +16	+0.3%	+$1.03K	0.01%	328
2023 Q3	$295K	Sell	4,608 -1,885	-29%	-$133K	0.01%	295
2023 Q2	$498K	Sell	6,493 -467	-7%	-$39.9K	0.02%	182
2023 Q1	$595K	Buy	6,960 +10	+0.1%	+$799	0.02%	176
2022 Q4	$583K	Buy	6,950 +1,384	+25%	+$113K	0.02%	174
2022 Q3	$426K	Buy	5,566 +1,000	+22%	+$76.2K	0.02%	203
2022 Q2	$345K	Sell	4,566 -10	-0.2%	-$700	0.01%	213
2022 Q1	$310K	Buy	4,576 +10	+0.2%	+$671	0.01%	240
2021 Q4	$308K	Hold	4,566	–	–	0.01%	251
2021 Q3	$273K	Hold	4,566	–	–	0.01%	239
2021 Q2	$278K	Sell	4,566 -14	-0.3%	-$866	0.01%	234
2021 Q1	$281K	Sell	4,580 -153	-3%	-$8.83K	0.01%	222
2020 Q4	$278K	Buy	4,733 +167	+4%	+$10.1K	0.01%	223
2020 Q3	$282K	Hold	4,566	–	–	0.01%	200
2020 Q2	$281K	Sell	4,566 -18	-0.4%	-$1.08K	0.01%	199
2020 Q1	$242K	Buy	4,584 +18	+0.4%	+$951	0.01%	197
2019 Q4	$245K	Hold	4,566	–	–	0.01%	229
2019 Q3	$252K	Sell	4,566 -75	-2%	-$4.04K	0.01%	218
2019 Q2	$244K	Sell	4,641 -335	-7%	-$17.3K	0.01%	214
2019 Q1	$258K	Buy	+4,976	New	+$225K	0.02%	144
2018 Q4	–	Sell	-4,976	Closed	-$214K	–	172
2018 Q3	$214K	Hold	4,976	–	–	0.02%	158
2018 Q2	$226K	Sell	4,976 -90	-2%	-$3.94K	0.02%	154
2018 Q1	$228K	Hold	5,066	–	–	0.02%	154
2017 Q4	$300K	Hold	5,066	–	–	0.02%	140
2017 Q3	$262K	Hold	5,066	–	–	0.02%	130
2017 Q2	$280K	Hold	5,066	–	–	0.02%	122
2017 Q1	$283K	Sell	5,066 -490	-9%	-$30K	0.03%	120
2016 Q4	$343K	Sell	5,556 -70	-1%	-$4.34K	0.03%	113
2016 Q3	$359K	Hold	5,626	–	–	0.04%	91
2016 Q2	$401K	Hold	5,626	–	–	0.05%	90
2016 Q1	$356K	Sell	5,626 -300	-5%	-$17.4K	0.04%	104
2015 Q4	$342K	Sell	5,926 -781	-12%	-$44.9K	0.04%	109
2015 Q3	$376K	Buy	6,707 +847	+14%	+$48.5K	0.05%	96
2015 Q2	$327K	Hold	5,860	–	–	0.04%	113
2015 Q1	$332K	Hold	5,860	–	–	0.05%	100
2014 Q4	$313K	Sell	5,860 -500	-8%	-$25.9K	0.05%	99
2014 Q3	$321K	Hold	6,360	–	–	0.05%	91
2014 Q2	$334K	Sell	6,360 -125	-2%	-$6.67K	0.05%	88
2014 Q1	$336K	Hold	6,485	–	–	0.05%	93
2013 Q4	$324K	Buy	6,485 +110	+2%	+$5.48K	0.05%	96
2013 Q3	$305K	Sell	6,375 -500	-7%	-$25.1K	0.05%	95
2013 Q2	$334K	Buy	+6,875	New	+$338K	0.06%	92

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Crestwood Advisors Group's GIS Position: Q2 2026 in Review

Crestwood Advisors Group increased its General Mills (GIS) stake by 196% in Q2 2026, buying an estimated $485K and bringing the position to 21,187 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #374.

Crestwood Advisors Group first reported a position in GIS in Q2 2013 and has held it in 52 quarters since. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Crestwood Advisors Group held 21,187 shares of General Mills worth $737K as of Q2 2026.
Crestwood Advisors Group bought 14,041 General Mills shares in Q2 2026, an estimated $485K.
General Mills made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #374 holding.
Crestwood Advisors Group first reported a position in General Mills in Q2 2013 and has held it in 52 quarters since.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.