Key Financial Inc’s General Mills GIS Stock Holding History

Key Financial Inc’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	$103K	Sell	2,952 -4,625	-61%	-$160K	0.02%	420
2026 Q1	$282K	Hold	7,577	–	–	0.05%	246
2025 Q4	$352K	Hold	7,577	–	–	0.06%	215
2025 Q3	$384K	Hold	7,577	–	–	0.07%	202
2025 Q2	$393K	Hold	7,577	–	–	0.08%	195
2025 Q1	$453K	Sell	7,577 -73	-1%	-$4.38K	0.1%	170
2024 Q4	$488K	Sell	7,650 -1,322	-15%	-$88.7K	0.11%	155
2024 Q3	$663K	Hold	8,972	–	–	0.15%	125
2024 Q2	$568K	Sell	8,972 -400	-4%	-$27.5K	0.14%	132
2024 Q1	$656K	Hold	9,372	–	–	0.17%	108
2023 Q4	$610K	Hold	9,372	–	–	0.17%	107
2023 Q3	$600K	Hold	9,372	–	–	0.2%	93
2023 Q2	$719K	Buy	9,372 +73	+0.8%	+$6.24K	0.24%	81
2023 Q1	$795K	Sell	9,299 -1,655	-15%	-$132K	0.29%	69
2022 Q4	$839K	Hold	10,954	–	–	0.4%	48
2022 Q3	$839K	Hold	10,954	–	–	0.39%	48
2022 Q2	$830K	Sell	10,954 -986	-8%	-$69.1K	0.45%	41
2022 Q1	$809K	Hold	11,940	–	–	0.4%	47
2021 Q4	$805K	Hold	11,940	–	–	0.4%	49
2021 Q3	$714K	Hold	11,940	–	–	0.4%	47
2021 Q2	$703K	Hold	11,940	–	–	0.39%	49
2021 Q1	$732K	Hold	11,940	–	–	0.48%	38
2020 Q4	$702K	Hold	11,940	–	–	0.52%	35
2020 Q3	$736K	Hold	11,940	–	–	0.75%	32
2020 Q2	$725K	Buy	11,940 +52	+0.4%	+$3.14K	0.83%	28
2020 Q1	$643K	Hold	11,888	–	–	0.66%	27
2019 Q4	$637K	Buy	+11,888	New	+$626K	0.6%	41

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Key Financial Inc's GIS Position: Q2 2026 in Review

Key Financial Inc reduced its General Mills (GIS) stake by 61% in Q2 2026, selling an estimated $160K and leaving 2,952 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #420.

Key Financial Inc first reported a position in GIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $839K in Q4 2022. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Key Financial Inc held 2,952 shares of General Mills worth $103K as of Q2 2026.
Key Financial Inc sold 4,625 General Mills shares in Q2 2026, an estimated $160K.
General Mills made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #420 holding.
Key Financial Inc first reported a position in General Mills in Q4 2019 and has held it in 27 quarters since.
Key Financial Inc's General Mills position peaked at $839K in Q4 2022.
1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.