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Klingman & Associates’s General Mills GIS Stock Holding History

Klingman & Associates’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 		– Sell
-6,238
Closed -$290K – 337
2025
Q4 		$290K Sell
6,238
-22
-0.4% -$1.05K 0.01% 260
2025
Q3 		$316K Buy
6,260
+889
+17% +$44.6K 0.02% 247
2025
Q2 		$278K Sell
5,371
-72
-1% -$3.97K 0.02% 256
2025
Q1 		$325K Buy
5,443
+339
+7% +$20.4K 0.02% 213
2024
Q4 		$325K Sell
5,104
-251
-5% -$16.8K 0.02% 195
2024
Q3 		$395K Buy
5,355
+93
+2% +$6.44K 0.02% 183
2024
Q2 		$333K Hold
5,262
– – 0.02% 183
2024
Q1 		$368K Buy
5,262
+58
+1% +$3.78K 0.03% 174
2023
Q4 		$339K Buy
5,204
+252
+5% +$16.3K 0.02% 175
2023
Q3 		$317K Sell
4,952
-109
-2% -$7.7K 0.03% 172
2023
Q2 		$388K Sell
5,061
-2
-0% -$171 0.03% 151
2023
Q1 		$433K Buy
5,063
+16
+0.3% +$1.28K 0.04% 129
2022
Q4 		$423K Buy
5,047
+46
+0.9% +$3.75K 0.04% 129
2022
Q3 		$383K Buy
5,001
+48
+1% +$3.66K 0.04% 126
2022
Q2 		$374K Sell
4,953
-100
-2% -$7K 0.04% 131
2022
Q1 		$342K Buy
+5,053
New +$339K 0.03% 149
2016
Q4 		– Sell
-722
Closed -$46K – 181
2016
Q3 		$46K Hold
722
– – 0.01% 191
2016
Q2 		$51K Hold
722
– – 0.02% 189
2016
Q1 		$46K Hold
722
– – 0.02% 194
2015
Q4 		$42K Hold
722
– – 0.02% 214
2015
Q3 		$40K Hold
722
– – 0.02% 216
2015
Q2 		$40K Hold
722
– – 0.02% 191
2015
Q1 		$41K Hold
722
– – 0.02% 182
2014
Q4 		$38K Buy
+722
New +$37.3K 0.02% 191

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

Klingman & Associates's GIS Position: Q1 2026 in Review

Klingman & Associates sold out of General Mills (GIS) in Q1 2026, closing a stake of 6,238 shares — an estimated $290K sold.

Klingman & Associates first reported a position in GIS in Q4 2014 and held it in 24 quarters. The position peaked at $433K in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Klingman & Associates reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 6,238 General Mills shares in Q1 2026, an estimated $290K.
  • Klingman & Associates first reported a position in General Mills in Q4 2014 and held it in 24 quarters.
  • Klingman & Associates's General Mills position peaked at $433K in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.