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Investmark Advisory Group’s General Mills GIS Stock Holding History

Investmark Advisory 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 		$2.83M Buy
81,386
+21,578
+36% +$745K 1.08% 29
2026
Q1 		$2.23M Buy
+59,808
New +$2.6M 0.95% 33

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

Investmark Advisory Group's GIS Position: Q2 2026 in Review

Investmark Advisory Group increased its General Mills (GIS) stake by 36% in Q2 2026, buying an estimated $745K and bringing the position to 81,386 shares worth $2.83M. The position accounts for 1.08% of the portfolio, ranked #29.

Investmark Advisory Group first reported a position in GIS in Q1 2026 and has held it in 2 quarters since. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Investmark Advisory Group held 81,386 shares of General Mills worth $2.83M as of Q2 2026.
  • Investmark Advisory Group bought 21,578 General Mills shares in Q2 2026, an estimated $745K.
  • General Mills made up 1.08% of Investmark Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Investmark Advisory Group first reported a position in General Mills in Q1 2026 and has held it in 2 quarters since.
  • 1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.