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Elevated Capital Advisors’s General Mills GIS Stock Holding History

Elevated Capital 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 		$20.2K Sell
580
-826
-59% -$28.5K 0.01% 417
2026
Q1 		$52.3K Buy
1,406
+22
+2% +$955 0.01% 345
2025
Q4 		$64.4K Buy
+1,384
New +$65.8K 0.02% 332
2024
Q2 		– Sell
-23,746
Closed -$1.66M – 235
2024
Q1 		$1.66M Buy
23,746
+1,798
+8% +$117K 0.48% 67
2023
Q4 		$1.43M Sell
21,948
-461
-2% -$29.8K 0.45% 78
2023
Q3 		$1.43M Buy
22,409
+6,404
+40% +$453K 0.49% 73
2023
Q2 		$1.23M Buy
16,005
+167
+1% +$14.3K 0.41% 87
2023
Q1 		$1.35M Sell
15,838
-228
-1% -$18.2K 0.48% 77
2022
Q4 		$1.35M Sell
16,066
-93
-0.6% -$7.57K 0.51% 67
2022
Q3 		$1.24M Buy
+16,159
New +$1.23M 0.49% 72
2022
Q1 		$1.03M Buy
+15,257
New +$1.02M 0.34% 97
2021
Q3 		$771K Buy
+12,893
New +$762K 0.27% 110
2021
Q1 		$646K Buy
10,362
+436
+4% +$25.2K 0.25% 112
2020
Q4 		$584K Sell
9,926
-635
-6% -$38.4K 0.25% 117
2020
Q3 		$622K Sell
10,561
-472
-4% -$29.5K 0.29% 110
2020
Q2 		$712K Buy
+11,033
New +$665K 0.33% 106
2019
Q1 		$340K Buy
+5,757
New +$261K 0.22% 115

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

Elevated Capital Advisors's GIS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its General Mills (GIS) stake by 59% in Q2 2026, selling an estimated $28.5K and leaving 580 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #417.

Elevated Capital Advisors first reported a position in GIS in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.66M in Q1 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Elevated Capital Advisors held 580 shares of General Mills worth $20.2K as of Q2 2026.
  • Elevated Capital Advisors sold 826 General Mills shares in Q2 2026, an estimated $28.5K.
  • General Mills made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #417 holding.
  • Elevated Capital Advisors first reported a position in General Mills in Q1 2019 and has held it in 17 quarters since.
  • Elevated Capital Advisors's General Mills position peaked at $1.66M in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

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