Greatmark Investment Partners’s General Mills GIS Stock Holding History

Greatmark Investment Partners’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	$2.33M	Buy	66,970 +1,376	+2%	+$47.5K	0.26%	67
2026 Q1	$2.44M	Buy	65,594 +6,354	+11%	+$276K	0.29%	60
2025 Q4	$2.75M	Buy	59,240 +5,579	+10%	+$265K	0.33%	56
2025 Q3	$2.71M	Buy	53,661 +1,905	+4%	+$95.5K	0.32%	56
2025 Q2	$2.68M	Sell	51,756 -440	-0.8%	-$24.3K	0.34%	54
2025 Q1	$3.12M	Buy	52,196 +2,404	+5%	+$144K	0.43%	49
2024 Q4	$3.18M	Sell	49,792 -645	-1%	-$43.3K	0.43%	47
2024 Q3	$3.72M	Buy	50,437 +4,945	+11%	+$343K	0.51%	46
2024 Q2	$2.88M	Buy	45,492 +1,300	+3%	+$89.3K	0.42%	50
2024 Q1	$3.09M	Buy	44,192 +630	+1%	+$41K	0.44%	49
2023 Q4	$2.84M	Buy	43,562 +55	+0.1%	+$3.55K	0.44%	48
2023 Q3	$2.78M	Buy	43,507 +350	+0.8%	+$24.7K	0.49%	48
2023 Q2	$3.31M	Sell	43,157 -500	-1%	-$42.7K	0.56%	43
2023 Q1	$3.73M	Buy	43,657 +1,040	+2%	+$83K	0.67%	40
2022 Q4	$3.57M	Sell	42,617 -1,040	-2%	-$84.7K	0.65%	41
2022 Q3	$3.35M	Sell	43,657 -50	-0.1%	-$3.81K	0.65%	40
2022 Q2	$3.3M	Buy	43,707 +2,315	+6%	+$162K	0.63%	39
2022 Q1	$2.8M	Buy	41,392 +50	+0.1%	+$3.35K	0.46%	44
2021 Q4	$2.79M	Hold	41,342	–	–	0.47%	44
2021 Q3	$2.47M	Hold	41,342	–	–	0.46%	43
2021 Q2	$2.52M	Hold	41,342	–	–	0.46%	43
2021 Q1	$2.54M	Hold	41,342	–	–	0.5%	42
2020 Q4	$2.43M	Buy	41,342 +64	+0.2%	+$3.87K	0.53%	42
2020 Q3	$2.55M	Buy	41,278 +540	+1%	+$33.8K	0.64%	37
2020 Q2	$2.51M	Hold	40,738	–	–	0.66%	37
2020 Q1	$2.15M	Sell	40,738 -1,500	-4%	-$79.2K	0.69%	37
2019 Q4	$2.26M	Buy	42,238 +25	+0.1%	+$1.32K	0.56%	40
2019 Q3	$2.33M	Buy	42,213 +3,725	+10%	+$201K	0.64%	40
2019 Q2	$2.02M	Buy	38,488 +1,000	+3%	+$51.7K	0.6%	40
2019 Q1	$1.94M	Buy	37,488 +4,152	+12%	+$188K	0.61%	42
2018 Q4	$1.3M	Hold	33,336	–	–	0.47%	45
2018 Q3	$1.43M	Hold	33,336	–	–	0.45%	46
2018 Q2	$1.48M	Hold	33,336	–	–	0.51%	45
2018 Q1	$1.5M	Hold	33,336	–	–	0.55%	45
2017 Q4	$1.98M	Sell	33,336 -470	-1%	-$25.4K	0.72%	38
2017 Q3	$1.75M	Hold	33,806	–	–	0.67%	43
2017 Q2	$1.87M	Buy	33,806 +4,340	+15%	+$248K	0.75%	37
2017 Q1	$1.74M	Hold	29,466	–	–	0.72%	41
2016 Q4	$1.82M	Buy	29,466 +4,330	+17%	+$268K	0.77%	39
2016 Q3	$1.61M	Hold	25,136	–	–	0.7%	42
2016 Q2	$1.79M	Hold	25,136	–	–	0.8%	39
2016 Q1	$1.59M	Sell	25,136 -2,570	-9%	-$149K	0.72%	40
2015 Q4	$1.6M	Hold	27,706	–	–	0.7%	39
2015 Q3	$1.55M	Hold	27,706	–	–	0.72%	39
2015 Q2	$1.54M	Buy	27,706 +2,570	+10%	+$144K	0.66%	40
2015 Q1	$1.42M	Hold	25,136	–	–	0.61%	43
2014 Q4	$1.34M	Hold	25,136	–	–	0.57%	47
2014 Q3	$1.27M	Sell	25,136 -2,052	-8%	-$108K	0.59%	46
2014 Q2	$1.43M	Hold	27,188	–	–	0.6%	46
2014 Q1	$1.41M	Hold	27,188	–	–	0.63%	44
2013 Q4	$1.36M	Sell	27,188 -100	-0.4%	-$4.98K	0.64%	43
2013 Q3	$1.31M	Hold	27,288	–	–	0.68%	40
2013 Q2	$1.32M	Buy	+27,288	New	+$1.34M	0.85%	38

Other funds holding GIS

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Greatmark Investment Partners's GIS Position: Q2 2026 in Review

Greatmark Investment Partners increased its General Mills (GIS) stake by 2.1% in Q2 2026, buying an estimated $47.5K and bringing the position to 66,970 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #67.

Greatmark Investment Partners first reported a position in GIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.73M in Q1 2023. 551 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Greatmark Investment Partners held 66,970 shares of General Mills worth $2.33M as of Q2 2026.
Greatmark Investment Partners bought 1,376 General Mills shares in Q2 2026, an estimated $47.5K.
General Mills made up 0.26% of Greatmark Investment Partners's portfolio in Q2 2026, its #67 holding.
Greatmark Investment Partners first reported a position in General Mills in Q2 2013 and has held it in 53 quarters since.
Greatmark Investment Partners's General Mills position peaked at $3.73M in Q1 2023.
551 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.