De Burlo Group’s General Mills GIS Stock Holding History

De Burlo 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 Q1	$395K	Sell	10,600 -1,200	-10%	-$52.1K	0.09%	73
2025 Q4	$549K	Hold	11,800	–	–	0.07%	66
2025 Q3	$595K	Hold	11,800	–	–	0.07%	64
2025 Q2	$611K	Hold	11,800	–	–	0.08%	64
2025 Q1	$706K	Sell	11,800 -14,050	-54%	-$844K	0.1%	61
2024 Q4	$1.65M	Sell	25,850 -1,100	-4%	-$73.8K	0.22%	48
2024 Q3	$1.99M	Sell	26,950 -163	-0.6%	-$11.3K	0.25%	47
2024 Q2	$1.72M	Sell	27,113 -2,500	-8%	-$172K	0.23%	46
2024 Q1	$2.07M	Sell	29,613 -3,535	-11%	-$230K	0.28%	43
2023 Q4	$2.12M	Hold	33,148	–	–	0.37%	42
2023 Q3	$2.12M	Sell	33,148 -100	-0.3%	-$7.07K	0.37%	42
2023 Q2	$2.55M	Sell	33,248 -130	-0.4%	-$11.1K	0.42%	46
2023 Q1	$2.85M	Hold	33,378	–	–	0.56%	45
2022 Q4	$2.8M	Hold	33,378	–	–	0.63%	39
2022 Q3	$2.56M	Buy	+33,378	New	+$2.54M	0.61%	36
2022 Q2	–	Sell	-33,093	Closed	-$2.24M	–	135
2022 Q1	$2.24M	Sell	33,093 -300	-0.9%	-$20.1K	0.42%	44
2021 Q4	$2.25M	Sell	33,393 -1,800	-5%	-$114K	0.33%	55
2021 Q3	$2.1M	Hold	35,193	–	–	0.34%	54
2021 Q2	$2.14M	Sell	35,193 -2,000	-5%	-$124K	0.34%	50
2021 Q1	$2.28M	Hold	37,193	–	–	0.41%	52
2020 Q4	$2.19M	Buy	37,193 +7,743	+26%	+$468K	0.36%	48
2020 Q3	$1.82M	Sell	29,450 -400	-1%	-$25K	0.33%	50
2020 Q2	$1.57M	Hold	29,850	–	–	0.44%	39
2020 Q1	$1.57M	Sell	29,850 -900	-3%	-$47.5K	0.44%	39
2019 Q4	$1.65M	Sell	30,750 -194,400	-86%	-$10.2M	0.33%	53
2019 Q3	$12.4M	Buy	225,150 +207,100	+1,147%	+$11.2M	2.79%	14
2019 Q2	$948K	Hold	18,050	–	–	0.19%	61
2019 Q1	$934K	Sell	18,050 -2,950	-14%	-$134K	0.19%	69
2018 Q4	$817K	Sell	21,000 -800	-4%	-$33.8K	0.18%	66
2018 Q3	$936K	Sell	21,800 -600	-3%	-$27.2K	0.18%	87
2018 Q2	$991K	Sell	22,400 -2,200	-9%	-$96.3K	0.21%	78
2018 Q1	$1.11M	Hold	24,600	–	–	0.24%	70
2017 Q4	$1.46M	Hold	24,600	–	–	0.3%	66
2017 Q3	$1.27M	Hold	24,600	–	–	0.28%	66
2017 Q2	$1.36M	Hold	24,600	–	–	0.3%	64
2017 Q1	$1.45M	Sell	24,600 -500	-2%	-$30.6K	0.31%	61
2016 Q4	$1.55M	Sell	25,100 -2,100	-8%	-$130K	0.38%	61
2016 Q3	$1.74M	Sell	27,200 -12,000	-31%	-$835K	0.48%	67
2016 Q2	$2.79M	Hold	39,200	–	–	0.68%	52
2016 Q1	$2.48M	Sell	39,200 -100	-0.3%	-$5.81K	0.72%	48
2015 Q4	$2.27M	Hold	39,300	–	–	0.53%	55
2015 Q3	$2.21M	Sell	39,300 -8,094	-17%	-$464K	0.52%	57
2015 Q2	$2.64M	Sell	47,394 -100	-0.2%	-$5.6K	0.55%	61
2015 Q1	$2.69M	Sell	47,494 -500	-1%	-$26.7K	0.53%	66
2014 Q4	$2.56M	Hold	47,994	–	–	0.52%	65
2014 Q3	$2.42M	Buy	47,994 +700	+1%	+$36.7K	0.54%	60
2014 Q2	$2.48M	Sell	47,294 -100	-0.2%	-$5.33K	0.56%	58
2014 Q1	$2.46M	Sell	47,394 -19,200	-29%	-$951K	0.59%	54
2013 Q4	$3.32M	Sell	66,594 -37,800	-36%	-$1.88M	0.79%	46
2013 Q3	$5M	Sell	104,394 -14,500	-12%	-$728K	1.36%	32
2013 Q2	$5.77M	Buy	+118,894	New	+$5.85M	1.71%	19

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

De Burlo Group's GIS Position: Q1 2026 in Review

De Burlo Group reduced its General Mills (GIS) stake by 10% in Q1 2026, selling an estimated $52.1K and leaving 10,600 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #73.

De Burlo Group first reported a position in GIS in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.4M in Q3 2019. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

De Burlo Group held 10,600 shares of General Mills worth $395K as of Q1 2026.
De Burlo Group sold 1,200 General Mills shares in Q1 2026, an estimated $52.1K.
General Mills made up 0.09% of De Burlo Group's portfolio in Q1 2026, its #73 holding.
De Burlo Group first reported a position in General Mills in Q2 2013 and has held it in 51 quarters since.
De Burlo Group's General Mills position peaked at $12.4M in Q3 2019.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.