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GHP Investment Advisors’s General Mills GIS Stock Holding History

GHP Investment 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 		$148K Sell
4,263
-1,545
-27% -$53.4K 0.01% 430
2026
Q1 		$216K Sell
5,808
-3,383
-37% -$147K 0.01% 384
2025
Q4 		$427K Sell
9,191
-875
-9% -$41.6K 0.02% 320
2025
Q3 		$508K Sell
10,066
-48,479
-83% -$2.43M 0.02% 301
2025
Q2 		$3.03M Sell
58,545
-11,710
-17% -$646K 0.13% 183
2025
Q1 		$4.2M Sell
70,255
-1,645
-2% -$98.8K 0.2% 157
2024
Q4 		$4.59M Sell
71,900
-156
-0.2% -$10.5K 0.21% 160
2024
Q3 		$5.32M Buy
72,056
+993
+1% +$68.8K 0.24% 144
2024
Q2 		$4.5M Sell
71,063
-72
-0.1% -$4.94K 0.22% 154
2024
Q1 		$4.98M Sell
71,135
-2,220
-3% -$145K 0.25% 145
2023
Q4 		$4.78M Buy
73,355
+381
+0.5% +$24.6K 0.26% 138
2023
Q3 		$4.6M Buy
72,974
+430
+0.6% +$30.4K 0.28% 125
2023
Q2 		$5.27M Buy
72,544
+2,770
+4% +$237K 0.31% 114
2023
Q1 		$5.96M Buy
69,774
+706
+1% +$56.4K 0.38% 93
2022
Q4 		$5.79M Buy
69,068
+1,097
+2% +$89.3K 0.39% 98
2022
Q3 		$5.21M Buy
67,971
+1,372
+2% +$105K 0.4% 92
2022
Q2 		$5.03M Buy
66,599
+3,019
+5% +$211K 0.37% 101
2022
Q1 		$4.31M Buy
63,580
+4,356
+7% +$292K 0.28% 124
2021
Q4 		$3.99M Buy
59,224
+4,586
+8% +$291K 0.28% 123
2021
Q3 		$3.27M Buy
54,638
+1,906
+4% +$113K 0.26% 133
2021
Q2 		$3.21M Buy
52,732
+2,991
+6% +$185K 0.26% 128
2021
Q1 		$3.05M Buy
49,741
+4,792
+11% +$277K 0.26% 129
2020
Q4 		$2.64M Buy
44,949
+3,134
+7% +$190K 0.25% 131
2020
Q3 		$2.58M Buy
41,815
+2,739
+7% +$171K 0.29% 125
2020
Q2 		$2.41M Buy
39,076
+4,725
+14% +$285K 0.3% 116
2020
Q1 		$1.81M Buy
34,351
+1,729
+5% +$91.3K 0.27% 118
2019
Q4 		$1.75M Buy
32,622
+331
+1% +$17.4K 0.19% 152
2019
Q3 		$1.78M Sell
32,291
-586
-2% -$31.6K 0.22% 139
2019
Q2 		$1.73M Buy
32,877
+760
+2% +$39.3K 0.21% 145
2019
Q1 		$1.66M Buy
32,117
+535
+2% +$24.2K 0.21% 142
2018
Q4 		$1.23M Sell
31,582
-10,553
-25% -$446K 0.19% 151
2018
Q3 		$1.81M Sell
42,135
-2,614
-6% -$118K 0.24% 127
2018
Q2 		$1.98M Buy
44,749
+99
+0.2% +$4.33K 0.28% 109
2018
Q1 		$2.01M Sell
44,650
-3,397
-7% -$184K 0.29% 108
2017
Q4 		$2.85M Sell
48,047
-4,143
-8% -$224K 0.4% 76
2017
Q3 		$2.7M Buy
52,190
+1,293
+3% +$70.9K 0.41% 77
2017
Q2 		$2.82M Buy
50,897
+1,004
+2% +$57.3K 0.45% 66
2017
Q1 		$2.94M Buy
49,893
+1,016
+2% +$62.1K 0.51% 58
2016
Q4 		$3.02M Buy
48,877
+4,260
+10% +$264K 0.56% 47
2016
Q3 		$2.85M Buy
44,617
+177
+0.4% +$12.3K 0.58% 42
2016
Q2 		$3.17M Buy
44,440
+1,515
+4% +$96.4K 0.68% 31
2016
Q1 		$2.72M Buy
42,925
+2,161
+5% +$126K 0.62% 36
2015
Q4 		$2.35M Buy
40,764
+2,082
+5% +$120K 0.57% 43
2015
Q3 		$2.17M Buy
38,682
+4,014
+12% +$230K 0.56% 42
2015
Q2 		$1.97M Buy
34,668
+6,428
+23% +$360K 0.49% 56
2015
Q1 		$1.6M Buy
28,240
+2,879
+11% +$154K 0.42% 58
2014
Q4 		$1.35M Buy
25,361
+949
+4% +$49.1K 0.37% 70
2014
Q3 		$1.23M Buy
24,412
+1,017
+4% +$53.3K 0.36% 71
2014
Q2 		$1.23M Buy
23,395
+818
+4% +$43.6K 0.36% 66
2014
Q1 		$1.17M Sell
22,577
-312
-1% -$15.4K 0.37% 57
2013
Q4 		$1.14M Sell
22,889
-3
-0% -$149 0.38% 54
2013
Q3 		$1.1M Buy
22,892
+587
+3% +$29.5K 0.4% 54
2013
Q2 		$1.08M Buy
+22,305
New +$1.1M 0.43% 47

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
AA
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM

GHP Investment Advisors's GIS Position: Q2 2026 in Review

GHP Investment Advisors reduced its General Mills (GIS) stake by 27% in Q2 2026, selling an estimated $53.4K and leaving 4,263 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #430.

GHP Investment Advisors first reported a position in GIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.96M in Q1 2023. 482 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • GHP Investment Advisors held 4,263 shares of General Mills worth $148K as of Q2 2026.
  • GHP Investment Advisors sold 1,545 General Mills shares in Q2 2026, an estimated $53.4K.
  • General Mills made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • GHP Investment Advisors first reported a position in General Mills in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's General Mills position peaked at $5.96M in Q1 2023.
  • 482 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.