KWM
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Kingsview Wealth Management’s General Mills GIS Stock Holding History

Kingsview 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
2018
Q2 		– Sell
-1,300
Closed -$1K – 395
2018
Q1 		$1K Buy
+1,300
New +$70.5K ﹤0.01% 350

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

Kingsview Wealth Management's GIS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its General Mills (GIS) stake by 7.2% in Q1 2026, selling an estimated $548K and leaving 163,631 shares worth $6.09M. The position accounts for 0.08% of the portfolio, ranked #259.

Kingsview Wealth Management first reported a position in GIS in Q1 2017 and has held it in 34 quarters since. The position peaked at $10.2M in Q3 2025. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Kingsview Wealth Management held 163,631 shares of General Mills worth $6.09M as of Q1 2026.
  • Kingsview Wealth Management sold 12,625 General Mills shares in Q1 2026, an estimated $548K.
  • General Mills made up 0.08% of Kingsview Wealth Management's portfolio in Q1 2026, its #259 holding.
  • Kingsview Wealth Management first reported a position in General Mills in Q1 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's General Mills position peaked at $10.2M in Q3 2025.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.