EP Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $650K | Buy |
18,671
+1,986
| +12% | +$68.6K | ﹤0.01% | 910 |
|
|
2026
Q1 | $621K | Sell |
16,685
-11,300
| -40% | -$491K | ﹤0.01% | 814 |
|
|
2025
Q4 | $1.3M | Buy |
+27,985
| New | +$1.33M | 0.01% | 544 |
|
|
2025
Q2 | $2.02M | Sell |
38,973
-633
| -2% | -$34.9K | 0.01% | 415 |
|
|
2025
Q1 | $2.37M | Sell |
39,606
-1,291
| -3% | -$77.6K | 0.02% | 335 |
|
|
2024
Q4 | $2.61M | Sell |
40,897
-1,216
| -3% | -$81.6K | 0.02% | 313 |
|
|
2024
Q3 | $3.11M | Buy |
42,113
+20,484
| +95% | +$1.42M | 0.03% | 278 |
|
|
2024
Q2 | $1.37M | Buy |
21,629
+172
| +0.8% | +$11.8K | 0.01% | 336 |
|
|
2024
Q1 | $1.5M | Sell |
21,457
-411
| -2% | -$26.8K | 0.02% | 309 |
|
|
2023
Q4 | $1.42M | Buy |
21,868
+656
| +3% | +$42.3K | 0.02% | 309 |
|
|
2023
Q3 | $1.36M | Buy |
21,212
+13,285
| +168% | +$939K | 0.02% | 281 |
|
|
2023
Q2 | $1.68M | Buy |
7,927
+2,132
| +37% | +$182K | 0.02% | 269 |
|
|
2023
Q1 | $481K | Sell |
5,795
-17,616
| -75% | -$1.41M | 0.01% | 409 |
|
|
2022
Q4 | $1.96M | Buy |
23,411
+919
| +4% | +$74.8K | 0.04% | 223 |
|
|
2022
Q3 | $1.72M | Buy |
22,492
+3,245
| +17% | +$247K | 0.04% | 199 |
|
|
2022
Q2 | $1.45M | Sell |
19,247
-166
| -0.9% | -$11.6K | 0.03% | 220 |
|
|
2022
Q1 | $1.31M | Sell |
19,413
-639
| -3% | -$42.9K | 0.03% | 241 |
|
|
2021
Q4 | $1.35M | Sell |
20,052
-2,272
| -10% | -$144K | 0.03% | 224 |
|
|
2021
Q3 | $1.33M | Sell |
22,324
-19,017
| -46% | -$1.12M | 0.04% | 207 |
|
|
2021
Q2 | $2.52M | Sell |
41,341
-7,959
| -16% | -$492K | 0.07% | 160 |
|
|
2021
Q1 | $3.02M | Buy |
49,300
+37,488
| +317% | +$2.16M | 0.1% | 134 |
|
|
2020
Q4 | $695K | Sell |
11,812
-1,646
| -12% | -$99.6K | 0.02% | 221 |
|
|
2020
Q3 | $830K | Sell |
13,458
-1,756
| -12% | -$110K | 0.04% | 174 |
|
|
2020
Q2 | $938K | Sell |
15,214
-2,405
| -14% | -$145K | 0.04% | 181 |
|
|
2020
Q1 | $930K | Sell |
17,619
-303
| -2% | -$16K | 0.05% | 176 |
|
|
2019
Q4 | $960K | Sell |
17,922
-14
| -0.1% | -$738 | 0.04% | 198 |
|
|
2019
Q3 | $989K | Buy |
17,936
+181
| +1% | +$9.76K | 0.05% | 156 |
|
|
2019
Q2 | $932K | Buy |
17,755
+2,315
| +15% | +$120K | 0.06% | 138 |
|
|
2019
Q1 | $799K | Buy |
15,440
+597
| +4% | +$27K | 0.08% | 131 |
|
|
2018
Q4 | $578K | Sell |
14,843
-1,772
| -11% | -$74.9K | 0.04% | 168 |
|
|
2018
Q3 | $713K | Buy |
+16,615
| New | +$752K | 0.06% | 146 |
|
Other funds holding GIS
EP Wealth Advisors's GIS Position: Q2 2026 in Review
EP Wealth Advisors increased its General Mills (GIS) stake by 12% in Q2 2026, buying an estimated $68.6K and bringing the position to 18,671 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #910.
EP Wealth Advisors first reported a position in GIS in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.11M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.
- EP Wealth Advisors held 18,671 shares of General Mills worth $650K as of Q2 2026.
- EP Wealth Advisors bought 1,986 General Mills shares in Q2 2026, an estimated $68.6K.
- General Mills made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #910 holding.
- EP Wealth Advisors first reported a position in General Mills in Q3 2018 and has held it in 31 quarters since.
- EP Wealth Advisors's General Mills position peaked at $3.11M in Q3 2024.
- 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.