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Crewe Advisors’s General Mills GIS Stock Holding History

Crewe 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 		$408K Sell
11,718
-83
-0.7% -$2.87K 0.03% 161
2026
Q1 		$439K Sell
11,801
-24
-0.2% -$1.04K 0.04% 139
2025
Q4 		$550K Buy
11,825
+35
+0.3% +$1.66K 0.05% 118
2025
Q3 		$594K Buy
11,790
+59
+0.5% +$2.96K 0.06% 109
2025
Q2 		$608K Buy
11,731
+31
+0.3% +$1.71K 0.09% 79
2025
Q1 		$700K Hold
11,700
– – 0.1% 67
2024
Q4 		$746K Sell
11,700
-325
-3% -$21.8K 0.1% 62
2024
Q3 		$888K Hold
12,025
– – 0.1% 59
2024
Q2 		$761K Hold
12,025
– – 0.09% 78
2024
Q1 		$841K Buy
+12,025
New +$783K 0.1% 74
2023
Q3 		– Sell
-12,019
Closed -$922K – 714
2023
Q2 		$922K Buy
12,019
+9
+0.1% +$769 0.13% 55
2023
Q1 		$1.03M Buy
12,010
+240
+2% +$19.2K 0.15% 52
2022
Q4 		$987K Sell
11,770
-247
-2% -$20.1K 0.16% 52
2022
Q3 		$921K Buy
12,017
+94
+0.8% +$7.17K 0.17% 47
2022
Q2 		$900K Buy
11,923
+223
+2% +$15.6K 0.2% 37
2022
Q1 		$792K Buy
+11,700
New +$785K 0.15% 37
2021
Q1 		– Sell
-25
Closed -$1K – 468
2020
Q4 		$1K Hold
25
– – ﹤0.01% 427
2020
Q3 		$2K Buy
+25
New +$1.56K ﹤0.01% 506
2019
Q3 		– Sell
-150
Closed -$8K – 256
2019
Q2 		$8K Buy
+150
New +$7.75K ﹤0.01% 220

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

Crewe Advisors's GIS Position: Q2 2026 in Review

Crewe Advisors reduced its General Mills (GIS) stake by 0.7% in Q2 2026, selling an estimated $2.87K and leaving 11,718 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #161.

Crewe Advisors first reported a position in GIS in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Crewe Advisors held 11,718 shares of General Mills worth $408K as of Q2 2026.
  • Crewe Advisors sold 83 General Mills shares in Q2 2026, an estimated $2.87K.
  • General Mills made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #161 holding.
  • Crewe Advisors first reported a position in General Mills in Q2 2019 and has held it in 19 quarters since.
  • Crewe Advisors's General Mills position peaked at $1.03M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.