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Jeppson Wealth Management’s General Mills GIS Stock Holding History

Jeppson Wealth Management’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 		$531K Sell
15,271
-260
-2% -$8.98K 0.16% 129
2026
Q1 		$578K Sell
15,531
-257
-2% -$11.2K 0.18% 112
2025
Q4 		$734K Sell
15,788
-2,639
-14% -$125K 0.23% 94
2025
Q3 		$929K Buy
18,427
+609
+3% +$30.5K 0.3% 81
2025
Q2 		$923K Buy
17,818
+1,115
+7% +$61.5K 0.32% 76
2025
Q1 		$999K Sell
16,703
-739
-4% -$44.4K 0.37% 73
2024
Q4 		$1.11M Sell
17,442
-460
-3% -$30.9K 0.4% 67
2024
Q3 		$1.32M Sell
17,902
-29
-0.2% -$2.01K 0.47% 57
2024
Q2 		$1.13M Sell
17,931
-155
-0.9% -$10.6K 0.43% 62
2024
Q1 		$1.27M Sell
18,086
-100
-0.5% -$6.51K 0.49% 57
2023
Q4 		$1.18M Sell
18,186
-924
-5% -$59.6K 0.49% 58
2023
Q3 		$1.22M Sell
19,110
-205
-1% -$14.5K 0.56% 46
2023
Q2 		$1.48M Sell
19,315
-270
-1% -$23.1K 0.64% 38
2023
Q1 		$1.67M Sell
19,585
-354
-2% -$28.3K 0.73% 30
2022
Q4 		$1.67M Sell
19,939
-50
-0.3% -$4.07K 0.7% 30
2022
Q3 		$1.53M Sell
19,989
-100
-0.5% -$7.62K 0.69% 29
2022
Q2 		$1.52M Buy
20,089
+201
+1% +$14.1K 0.65% 34
2022
Q1 		$1.35M Sell
19,888
-95
-0.5% -$6.37K 0.63% 37
2021
Q4 		$1.35M Sell
19,983
-32
-0.2% -$2.03K 0.65% 34
2021
Q3 		$1.2M Sell
20,015
-75
-0.4% -$4.43K 0.62% 37
2021
Q2 		$1.22M Hold
20,090
– – 0.67% 38
2021
Q1 		$1.23M Sell
20,090
-77
-0.4% -$4.44K 0.73% 33
2020
Q4 		$1.19M Sell
20,167
-75
-0.4% -$4.54K 0.79% 26
2020
Q3 		$1.25M Buy
+20,242
New +$1.27M 0.98% 21

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

Jeppson Wealth Management's GIS Position: Q2 2026 in Review

Jeppson Wealth Management reduced its General Mills (GIS) stake by 1.7% in Q2 2026, selling an estimated $8.98K and leaving 15,271 shares worth $531K. The position accounts for 0.16% of the portfolio, ranked #129.

Jeppson Wealth Management first reported a position in GIS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q1 2023. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Jeppson Wealth Management held 15,271 shares of General Mills worth $531K as of Q2 2026.
  • Jeppson Wealth Management sold 260 General Mills shares in Q2 2026, an estimated $8.98K.
  • General Mills made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Jeppson Wealth Management first reported a position in General Mills in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's General Mills position peaked at $1.67M in Q1 2023.
  • 1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.