Empirical Wealth Management’s General Mills GIS Stock Holding History

Empirical Wealth Management’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	$688K	Buy	19,778 +6,519	+49%	+$225K	0.01%	534
2026 Q1	$494K	Sell	13,259 -2,501	-16%	-$109K	0.01%	577
2025 Q4	$733K	Buy	15,760 +6,980	+79%	+$332K	0.01%	400
2025 Q3	$443K	Sell	8,780 -4,802	-35%	-$241K	0.01%	501
2025 Q2	$704K	Sell	13,582 -5,106	-27%	-$282K	0.02%	365
2025 Q1	$1.12M	Buy	18,688 +5,004	+37%	+$301K	0.03%	284
2024 Q4	$873K	Buy	13,684 +631	+5%	+$42.3K	0.02%	294
2024 Q3	$964K	Buy	13,053 +8,077	+162%	+$560K	0.03%	271
2024 Q2	$315K	Buy	4,976 +1,217	+32%	+$83.6K	0.01%	450
2024 Q1	$263K	Sell	3,759 -2,024	-35%	-$132K	0.01%	464
2023 Q4	$377K	Sell	5,783 -471	-8%	-$30.4K	0.01%	360
2023 Q3	$400K	Sell	6,254 -307	-5%	-$21.7K	0.02%	334
2023 Q2	$503K	Sell	6,561 -1,046	-14%	-$89.4K	0.02%	305
2023 Q1	$650K	Sell	7,607 -699	-8%	-$55.8K	0.03%	288
2022 Q4	$696K	Buy	8,306 +310	+4%	+$25.2K	0.03%	263
2022 Q3	$613K	Buy	7,996 +2,007	+34%	+$153K	0.03%	262
2022 Q2	$452K	Sell	5,989 -436	-7%	-$30.5K	0.02%	314
2022 Q1	$435K	Sell	6,425 -159	-2%	-$10.7K	0.02%	349
2021 Q4	$444K	Buy	6,584 +1,413	+27%	+$89.8K	0.02%	363
2021 Q3	$309K	Buy	5,171 +233	+5%	+$13.8K	0.02%	374
2021 Q2	$301K	Buy	4,938 +131	+3%	+$8.1K	0.02%	368
2021 Q1	$295K	Buy	4,807 +481	+11%	+$27.8K	0.02%	327
2020 Q4	$254K	Buy	4,326 +22	+0.5%	+$1.33K	0.02%	318
2020 Q3	$265K	Sell	4,304 -131	-3%	-$8.19K	0.02%	291
2020 Q2	$273K	Sell	4,435 -231	-5%	-$13.9K	0.03%	288
2020 Q1	$246K	Sell	4,666 -93	-2%	-$4.91K	0.03%	271
2019 Q4	$255K	Buy	4,759 +541	+13%	+$28.5K	0.03%	281
2019 Q3	$232K	Buy	4,218 +199	+5%	+$10.7K	0.03%	263
2019 Q2	$211K	Sell	4,019 -2,454	-38%	-$127K	0.03%	246
2019 Q1	$335K	Sell	6,473 -1,709	-21%	-$77.4K	0.05%	175
2018 Q4	$319K	Buy	+8,182	New	+$346K	0.05%	153

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Empirical Wealth Management's GIS Position: Q2 2026 in Review

Empirical Wealth Management increased its General Mills (GIS) stake by 49% in Q2 2026, buying an estimated $225K and bringing the position to 19,778 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #534.

Empirical Wealth Management first reported a position in GIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.12M in Q1 2025. 491 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Empirical Wealth Management held 19,778 shares of General Mills worth $688K as of Q2 2026.
Empirical Wealth Management bought 6,519 General Mills shares in Q2 2026, an estimated $225K.
General Mills made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #534 holding.
Empirical Wealth Management first reported a position in General Mills in Q4 2018 and has held it in 31 quarters since.
Empirical Wealth Management's General Mills position peaked at $1.12M in Q1 2025.
491 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.