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Great Valley Advisor Group’s General Mills GIS Stock Holding History

Great Valley Advisor Group’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 		$603K Sell
17,328
-1,767
-9% -$61K 0.01% 655
2026
Q1 		$710K Buy
19,095
+418
+2% +$18.1K 0.01% 582
2025
Q4 		$868K Sell
18,677
-123
-0.7% -$5.85K 0.02% 512
2025
Q3 		$947K Sell
18,800
-6,875
-27% -$345K 0.02% 484
2025
Q2 		$1.33M Sell
25,675
-1,402
-5% -$77.4K 0.03% 401
2025
Q1 		$1.62M Sell
27,077
-32,723
-55% -$1.97M 0.03% 354
2024
Q4 		$3.81M Buy
59,800
+8,704
+17% +$584K 0.09% 222
2024
Q3 		$3.77M Buy
51,096
+42,819
+517% +$2.97M 0.09% 223
2024
Q2 		$524K Buy
8,277
+801
+11% +$55K 0.01% 518
2024
Q1 		$523K Buy
7,476
+87
+1% +$5.67K 0.02% 487
2023
Q4 		$481K Buy
7,389
+706
+11% +$45.6K 0.02% 468
2023
Q3 		$428K Sell
6,683
-2,518
-27% -$178K 0.02% 472
2023
Q2 		$706K Buy
9,201
+277
+3% +$23.7K 0.03% 375
2023
Q1 		$763K Buy
8,924
+3,155
+55% +$252K 0.04% 353
2022
Q4 		$484K Buy
5,769
+109
+2% +$8.88K 0.02% 450
2022
Q3 		$433K Buy
5,660
+459
+9% +$35K 0.02% 453
2022
Q2 		$393K Buy
5,201
+645
+14% +$45.2K 0.02% 486
2022
Q1 		$308K Buy
4,556
+198
+5% +$13.3K 0.02% 482
2021
Q4 		$279K Buy
4,358
+151
+4% +$9.59K 0.02% 503
2021
Q3 		$251K Sell
4,207
-3
-0.1% -$177 0.02% 508
2021
Q2 		$257K Sell
4,210
-8
-0.2% -$495 0.02% 481
2021
Q1 		$258K Sell
4,218
-138
-3% -$7.96K 0.02% 435
2020
Q4 		$257K Sell
4,356
-243
-5% -$14.7K 0.03% 403
2020
Q3 		$284K Buy
4,599
+177
+4% +$11.1K 0.03% 338
2020
Q2 		$272K Buy
+4,422
New +$267K 0.04% 327
2020
Q1 		– Sell
-20,943
Closed -$1.12M – 339
2019
Q4 		$1.12M Sell
20,943
-263
-1% -$13.9K 0.25% 124
2019
Q3 		$1.17M Sell
21,206
-2,983
-12% -$161K 0.28% 106
2019
Q2 		$1.27M Buy
24,189
+827
+4% +$42.7K 0.32% 94
2019
Q1 		$1.21M Buy
+23,362
New +$1.06M 0.38% 75

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

Great Valley Advisor Group's GIS Position: Q2 2026 in Review

Great Valley Advisor Group reduced its General Mills (GIS) stake by 9.3% in Q2 2026, selling an estimated $61K and leaving 17,328 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #655.

Great Valley Advisor Group first reported a position in GIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.81M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Great Valley Advisor Group held 17,328 shares of General Mills worth $603K as of Q2 2026.
  • Great Valley Advisor Group sold 1,767 General Mills shares in Q2 2026, an estimated $61K.
  • General Mills made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #655 holding.
  • Great Valley Advisor Group first reported a position in General Mills in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's General Mills position peaked at $3.81M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.