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Kestra Private Wealth Services’s General Mills GIS Stock Holding History

Kestra Private Wealth Services’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 		$866K Sell
23,266
-25,242
-52% -$1.1M 0.01% 909
2025
Q4 		$2.26M Sell
48,508
-16,407
-25% -$780K 0.03% 508
2025
Q3 		$3.27M Sell
64,915
-3,660
-5% -$184K 0.04% 402
2025
Q2 		$3.55M Buy
68,575
+25,583
+60% +$1.41M 0.05% 353
2025
Q1 		$2.57M Buy
42,992
+10,529
+32% +$632K 0.04% 394
2024
Q4 		$2.07M Sell
32,463
-1,655
-5% -$111K 0.04% 429
2024
Q3 		$2.52M Sell
34,118
-10,657
-24% -$738K 0.05% 362
2024
Q2 		$2.83M Buy
44,775
+13,382
+43% +$919K 0.06% 311
2024
Q1 		$2.2M Sell
31,393
-4,569
-13% -$297K 0.05% 352
2023
Q4 		$2.34M Sell
35,962
-5,037
-12% -$325K 0.06% 320
2023
Q3 		$2.62M Buy
40,999
+6,470
+19% +$457K 0.08% 257
2023
Q2 		$2.65M Buy
34,529
+3,761
+12% +$321K 0.09% 243
2023
Q1 		$2.63M Buy
30,768
+2,794
+10% +$223K 0.1% 211
2022
Q4 		$2.35M Buy
27,974
+8,329
+42% +$678K 0.12% 200
2022
Q3 		$1.5M Buy
19,645
+21
+0.1% +$1.6K 0.09% 257
2022
Q2 		$1.48M Buy
19,624
+981
+5% +$68.7K 0.08% 273
2022
Q1 		$1.26M Buy
18,643
+69
+0.4% +$4.63K 0.06% 320
2021
Q4 		$1.25M Sell
18,574
-3,370
-15% -$214K 0.06% 331
2021
Q3 		$1.31M Sell
21,944
-1,769
-7% -$105K 0.07% 294
2021
Q2 		$1.45M Buy
23,713
+3,247
+16% +$201K 0.09% 255
2021
Q1 		$1.25M Buy
20,466
+3,537
+21% +$204K 0.09% 250
2020
Q4 		$991K Buy
16,929
+80
+0.5% +$4.84K 0.07% 271
2020
Q3 		$1.04M Buy
+16,849
New +$1.05M 0.09% 230

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

Kestra Private Wealth Services's GIS Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its General Mills (GIS) stake by 52% in Q1 2026, selling an estimated $1.1M and leaving 23,266 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #909.

Kestra Private Wealth Services first reported a position in GIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.55M in Q2 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Kestra Private Wealth Services held 23,266 shares of General Mills worth $866K as of Q1 2026.
  • Kestra Private Wealth Services sold 25,242 General Mills shares in Q1 2026, an estimated $1.1M.
  • General Mills made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #909 holding.
  • Kestra Private Wealth Services first reported a position in General Mills in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's General Mills position peaked at $3.55M in Q2 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.