Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s General Mills GIS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-6,846
Closed -$355K – 1435
2025
Q2 		$355K Sell
6,846
-2,069
-23% -$114K ﹤0.01% 1085
2025
Q1 		$533K Sell
8,915
-4,084
-31% -$245K ﹤0.01% 886
2024
Q4 		$829K Sell
12,999
-396
-3% -$26.6K ﹤0.01% 760
2024
Q3 		$390K Buy
+13,395
New +$928K ﹤0.01% 803

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kovitz Investment Group Partners's GIS Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of General Mills (GIS) in Q3 2025, closing a stake of 6,846 shares — an estimated $355K sold.

Kovitz Investment Group Partners first reported a position in GIS in Q3 2024 and held it in 4 quarters. The position peaked at $829K in Q4 2024. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining General Mills position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,846 General Mills shares in Q3 2025, an estimated $355K.
  • Kovitz Investment Group Partners first reported a position in General Mills in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's General Mills position peaked at $829K in Q4 2024.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.