Forte Capital’s General Mills GIS Stock Holding History

Forte Capital’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
2025 Q2	$1.47M	Buy	28,379 +2,302	+9%	+$127K	0.16%	100
2025 Q1	$1.56M	Buy	26,077 +460	+2%	+$27.6K	0.19%	94
2024 Q4	$1.63M	Sell	25,617 -2,218	-8%	-$149K	0.18%	90
2024 Q3	$2.06M	Sell	27,835 -49	-0.2%	-$3.4K	0.23%	81
2024 Q2	$1.76M	Buy	27,884 +270	+1%	+$18.5K	0.21%	86
2024 Q1	$1.93M	Sell	27,614 -369	-1%	-$24K	0.24%	80
2023 Q4	$1.82M	Buy	27,983 +456	+2%	+$29.4K	0.25%	79
2023 Q3	$1.76M	Sell	27,527 -192	-0.7%	-$13.6K	0.27%	74
2023 Q2	$2.13M	Sell	27,719 -671	-2%	-$57.3K	0.31%	66
2023 Q1	$2.43M	Buy	28,390 +2,697	+10%	+$215K	0.37%	59
2022 Q4	$2.15M	Buy	25,693 +6,660	+35%	+$542K	0.37%	58
2022 Q3	$1.46M	Sell	19,033 -66	-0.3%	-$5.03K	0.26%	79
2022 Q2	$1.44M	Sell	19,099 -1,996	-9%	-$140K	0.25%	80
2022 Q1	$1.42M	Hold	21,095	–	–	0.18%	88
2021 Q4	$1.42M	Sell	21,095 -121	-0.6%	-$7.69K	0.18%	88
2021 Q3	$1.27M	Sell	21,216 -439	-2%	-$25.9K	0.17%	92
2021 Q2	$1.32M	Sell	21,655 -43	-0.2%	-$2.66K	0.18%	87
2021 Q1	$1.33M	Buy	21,698 +4,579	+27%	+$264K	0.21%	80
2020 Q4	$1.01M	Buy	17,119 +598	+4%	+$36.2K	0.16%	95
2020 Q3	$1.02M	Buy	+16,521	New	+$1.03M	0.19%	87

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forte Capital's GIS Position: Q2 2025 in Review

Forte Capital increased its General Mills (GIS) stake by 8.8% in Q2 2025, buying an estimated $127K and bringing the position to 28,379 shares worth $1.47M. The position accounts for 0.16% of the portfolio, ranked #100.

Forte Capital first reported a position in GIS in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.43M in Q1 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Forte Capital held 28,379 shares of General Mills worth $1.47M as of Q2 2025.
Forte Capital bought 2,302 General Mills shares in Q2 2025, an estimated $127K.
General Mills made up 0.16% of Forte Capital's portfolio in Q2 2025, its #100 holding.
Forte Capital first reported a position in General Mills in Q3 2020 and has held it in 20 quarters since.
Forte Capital's General Mills position peaked at $2.43M in Q1 2023.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.