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Kelleher Financial Advisors’s General Mills GIS Stock Holding History

Kelleher Financial 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
Q1 		$87.2K Buy
+1,683
New +$73.1K 0.02% 311
2025
Q4 		– Sell
-680
Closed -$34.3K – 720
2025
Q3 		$34.3K Buy
+680
New +$34.1K 0.01% 374
2023
Q3 		– Sell
-3,986
Closed -$306K – 114
2023
Q2 		$306K Hold
3,986
– – 0.18% 84
2023
Q1 		$341K Buy
+3,986
New +$318K 0.23% 76

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kelleher Financial Advisors's GIS Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in General Mills (GIS) in Q1 2026: 1,683 shares worth $87.2K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in GIS as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in GIS in Q1 2023 and has held it in 4 quarters since. The position peaked at $341K in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Kelleher Financial Advisors held 1,683 shares of General Mills worth $87.2K as of Q1 2026.
  • General Mills was a new Kelleher Financial Advisors position in Q1 2026.
  • General Mills made up 0.02% of Kelleher Financial Advisors's portfolio in Q1 2026, its #311 holding.
  • Kelleher Financial Advisors first reported a position in General Mills in Q1 2023 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's General Mills position peaked at $341K in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.