JWCA
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J.W. Cole Advisors’s General Mills GIS Stock Holding History

J.W. Cole 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 		$800K Buy
+22,986
New +$794K 0.01% 834
2026
Q1 		– Sell
-24,677
Closed -$1.09M – 1032
2025
Q4 		$1.09M Sell
24,677
-982
-4% -$46.7K 0.03% 608
2025
Q3 		$1.29M Sell
25,659
-3,917
-13% -$196K 0.02% 627
2025
Q2 		$1.53M Buy
29,576
+8,083
+38% +$446K 0.03% 514
2025
Q1 		$1.29M Buy
21,493
+10,640
+98% +$639K 0.04% 452
2024
Q4 		$692K Sell
10,853
-386
-3% -$25.9K 0.03% 521
2024
Q3 		$830K Buy
11,239
+15
+0.1% +$1.04K 0.03% 439
2024
Q2 		$710K Buy
11,224
+758
+7% +$52K 0.03% 428
2024
Q1 		$733K Sell
10,466
-754
-7% -$49.1K 0.04% 417
2023
Q4 		$731K Buy
11,220
+1,229
+12% +$79.3K 0.04% 372
2023
Q3 		$639K Buy
9,991
+131
+1% +$9.26K 0.05% 353
2023
Q2 		$756K Buy
9,860
+2,199
+29% +$188K 0.05% 327
2023
Q1 		$655K Buy
7,661
+779
+11% +$62.2K 0.05% 381
2022
Q4 		$577K Buy
6,882
+864
+14% +$70.4K 0.04% 385
2022
Q3 		$461K Sell
6,018
-158
-3% -$12K 0.04% 416
2022
Q2 		$466K Buy
6,176
+455
+8% +$31.9K 0.04% 426
2022
Q1 		$387K Buy
5,721
+8
+0.1% +$537 0.03% 539
2021
Q4 		$385K Sell
5,713
-7
-0.1% -$445 0.03% 560
2021
Q3 		$342K Buy
5,720
+872
+18% +$51.5K 0.02% 329
2021
Q2 		$295K Buy
4,848
+1,057
+28% +$65.4K 0.02% 585
2021
Q1 		$232K Sell
3,791
-946
-20% -$54.6K 0.02% 587
2020
Q4 		$279K Sell
4,737
-24,100
-84% -$1.46M 0.03% 497
2020
Q3 		$1.78M Buy
+28,837
New +$1.8M 0.14% 166
2020
Q1 		– Sell
-9,786
Closed -$524K – 252
2019
Q4 		$524K Buy
+9,786
New +$516K 0.07% 296

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
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
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

J.W. Cole Advisors's GIS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in General Mills (GIS) in Q2 2026: 22,986 shares worth $800K. The stake represents 0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GIS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GIS in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.78M in Q3 2020. 354 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • J.W. Cole Advisors held 22,986 shares of General Mills worth $800K as of Q2 2026.
  • General Mills was a new J.W. Cole Advisors position in Q2 2026.
  • General Mills made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #834 holding.
  • J.W. Cole Advisors first reported a position in General Mills in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's General Mills position peaked at $1.78M in Q3 2020.
  • 354 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.