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Independent Advisor Alliance’s General Mills GIS Stock Holding History

Independent Advisor Alliance’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 		$2.39M Buy
68,682
+6,255
+10% +$216K 0.06% 239
2026
Q1 		$2.32M Buy
62,427
+15,932
+34% +$692K 0.02% 512
2025
Q4 		$2.16M Buy
46,495
+1,972
+4% +$93.7K 0.05% 286
2025
Q3 		$2.24M Buy
44,523
+5,064
+13% +$254K 0.06% 270
2025
Q2 		$2.04M Buy
39,459
+2,062
+6% +$114K 0.06% 274
2025
Q1 		$2.24M Buy
37,397
+4,166
+13% +$250K 0.07% 237
2024
Q4 		$2.12M Buy
33,231
+3,434
+12% +$230K 0.03% 495
2024
Q3 		$2.2M Sell
29,797
-599
-2% -$41.5K 0.08% 211
2024
Q2 		$1.92M Buy
30,396
+2,341
+8% +$161K 0.07% 228
2024
Q1 		$1.96M Buy
28,055
+1,647
+6% +$107K 0.07% 221
2023
Q4 		$1.72M Sell
26,408
-769
-3% -$49.6K 0.06% 229
2023
Q3 		$1.74M Sell
27,177
-1,504
-5% -$106K 0.08% 210
2023
Q2 		$2.2M Buy
28,681
+172
+0.6% +$14.7K 0.1% 180
2023
Q1 		$2.44M Buy
28,509
+13,700
+93% +$1.09M 0.12% 161
2022
Q4 		$1.24K Sell
14,809
-4
-0% -$326 ﹤0.01% 286
2022
Q3 		$1.14M Sell
14,813
-1,730
-10% -$132K 0.07% 243
2022
Q2 		$1.25M Sell
16,543
-4,877
-23% -$342K 0.07% 230
2022
Q1 		$1.45M Buy
21,420
+2,799
+15% +$188K 0.07% 230
2021
Q4 		$1.25M Buy
18,621
+880
+5% +$55.9K 0.06% 239
2021
Q3 		$1.06M Sell
17,741
-216
-1% -$12.8K 0.06% 258
2021
Q2 		$1.09M Buy
17,957
+7
+0% +$433 0.06% 266
2021
Q1 		$1.1M Buy
17,950
+593
+3% +$34.2K 0.07% 241
2020
Q4 		$1.02M Sell
17,357
-3,785
-18% -$229K 0.07% 211
2020
Q3 		$1.3M Buy
21,142
+264
+1% +$16.5K 0.1% 153
2020
Q2 		$1.29M Sell
20,878
-1,386
-6% -$83.6K 0.14% 125
2020
Q1 		$1.18M Buy
22,264
+326
+1% +$17.2K 0.17% 106
2019
Q4 		$1.18M Sell
21,938
-875
-4% -$46.1K 0.05% 331
2019
Q3 		$1.26M Sell
22,813
-202
-0.9% -$10.9K 0.15% 128
2019
Q2 		$1.21M Buy
23,015
+40
+0.2% +$2.07K 0.17% 117
2019
Q1 		$1.19M Buy
22,975
+958
+4% +$43.4K 0.17% 121
2018
Q4 		$857K Buy
22,017
+3,819
+21% +$161K 0.15% 133
2018
Q3 		$769K Sell
18,198
-448
-2% -$20.3K 0.14% 159
2018
Q2 		$818K Buy
18,646
+5,430
+41% +$238K 0.17% 138
2018
Q1 		$583K Buy
13,216
+4,196
+47% +$228K 0.13% 170
2017
Q4 		$542K Sell
9,020
-429
-5% -$23.2K 0.12% 178
2017
Q3 		$474K Sell
9,449
-249
-3% -$13.6K 0.13% 154
2017
Q2 		$518K Sell
9,698
-4,367
-31% -$249K 0.17% 144
2017
Q1 		$819K Buy
14,065
+502
+4% +$30.7K 0.13% 183
2016
Q4 		$847K Buy
+13,563
New +$840K 0.36% 81

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

Independent Advisor Alliance's GIS Position: Q2 2026 in Review

Independent Advisor Alliance increased its General Mills (GIS) stake by 10% in Q2 2026, buying an estimated $216K and bringing the position to 68,682 shares worth $2.39M. The position accounts for 0.06% of the portfolio, ranked #239.

Independent Advisor Alliance first reported a position in GIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.44M in Q1 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Independent Advisor Alliance held 68,682 shares of General Mills worth $2.39M as of Q2 2026.
  • Independent Advisor Alliance bought 6,255 General Mills shares in Q2 2026, an estimated $216K.
  • General Mills made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #239 holding.
  • Independent Advisor Alliance first reported a position in General Mills in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's General Mills position peaked at $2.44M in Q1 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.