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Kovack Advisors’s General Mills GIS Stock Holding History

Kovack 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
2023
Q1 		– Sell
-6
Closed -$13.1K – 631
2022
Q4 		$13.1K Hold
6
– – ﹤0.01% 536
2022
Q3 		$10K Hold
6
– – ﹤0.01% 548
2022
Q2 		$9K Buy
+6
New +$420 ﹤0.01% 591
2021
Q2 		– Sell
-9
Closed -$1K – 713
2021
Q1 		$1K Sell
9
-2
-18% -$115 ﹤0.01% 628
2020
Q4 		$1K Hold
11
– – ﹤0.01% 608
2020
Q3 		$2K Buy
+11
New +$688 ﹤0.01% 510

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Kovack Advisors's GIS Position: Q2 2026 in Review

Kovack Advisors reduced its General Mills (GIS) stake by 1.6% in Q2 2026, selling an estimated $5.42K and leaving 9,386 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #745.

Kovack Advisors first reported a position in GIS in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.31M in Q1 2023. 487 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Kovack Advisors held 9,386 shares of General Mills worth $352K as of Q2 2026.
  • Kovack Advisors sold 157 General Mills shares in Q2 2026, an estimated $5.42K.
  • General Mills made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #745 holding.
  • Kovack Advisors first reported a position in General Mills in Q2 2017 and has held it in 37 quarters since.
  • Kovack Advisors's General Mills position peaked at $1.31M in Q1 2023.
  • 487 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.