Kurt F. Somerville’s General Mills GIS Stock Holding History

Kurt F. Somerville’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	$205K	Sell	5,518 -1,850	-25%	-$80.3K	0.05%	90
2025 Q4	$343K	Hold	7,368	–	–	0.06%	87
2025 Q3	$371K	Hold	7,368	–	–	0.06%	85
2025 Q2	$382K	Sell	7,368 -800	-10%	-$44.1K	0.06%	84
2025 Q1	$488K	Sell	8,168 -100	-1%	-$6.01K	0.09%	71
2024 Q4	$527K	Hold	8,268	–	–	0.09%	65
2024 Q3	$611K	Hold	8,268	–	–	0.1%	68
2024 Q2	$523K	Sell	8,268 -300	-4%	-$20.6K	0.09%	69
2024 Q1	$600K	Sell	8,568 -225	-3%	-$14.7K	0.1%	68
2023 Q4	$573K	Sell	8,793 -200	-2%	-$12.9K	0.11%	64
2023 Q3	$575K	Sell	8,993 -875	-9%	-$61.8K	0.12%	66
2023 Q2	$757K	Sell	9,868 -1,257	-11%	-$107K	0.14%	62
2023 Q1	$951K	Sell	11,125 -900	-7%	-$71.9K	0.17%	58
2022 Q4	$1.01M	Sell	12,025 -1,500	-11%	-$122K	0.2%	56
2022 Q3	$1.04M	Sell	13,525 -1,050	-7%	-$80K	0.21%	55
2022 Q2	$1.1M	Sell	14,575 -1,200	-8%	-$84.1K	0.21%	56
2022 Q1	$1.07M	Sell	15,775 -750	-5%	-$50.3K	0.17%	56
2021 Q4	$1.11M	Sell	16,525 -250	-1%	-$15.9K	0.15%	56
2021 Q3	$1M	Sell	16,775 -300	-2%	-$17.7K	0.15%	57
2021 Q2	$1.04M	Sell	17,075 -650	-4%	-$40.2K	0.16%	56
2021 Q1	$1.09M	Sell	17,725 -1,450	-8%	-$83.7K	0.17%	55
2020 Q4	$1.13M	Sell	19,175 -2,100	-10%	-$127K	0.18%	53
2020 Q3	$1.31M	Sell	21,275 -5,575	-21%	-$348K	0.23%	52
2020 Q2	$1.66M	Buy	26,850 +1,375	+5%	+$82.9K	0.31%	50
2020 Q1	$1.35M	Sell	25,475 -800	-3%	-$42.2K	0.3%	48
2019 Q4	$1.41M	Sell	26,275 -1,080	-4%	-$56.9K	0.26%	46
2019 Q3	$1.51M	Sell	27,355 -2,550	-9%	-$137K	0.3%	46
2019 Q2	$1.57M	Sell	29,905 -4,416	-13%	-$228K	0.31%	44
2019 Q1	$1.78M	Sell	34,321 -7,145	-17%	-$324K	0.35%	42
2018 Q4	$1.61M	Sell	41,466 -100	-0.2%	-$4.22K	0.37%	42
2018 Q3	$1.78M	Hold	41,566	–	–	0.36%	42
2018 Q2	$1.84M	Sell	41,566 -4,398	-10%	-$192K	0.41%	39
2018 Q1	$2.07M	Sell	45,964 -225	-0.5%	-$12.2K	0.46%	38
2017 Q4	$2.74M	Buy	46,189 +9,680	+27%	+$524K	0.57%	37
2017 Q3	$1.89M	Sell	36,509 -4,245	-10%	-$233K	0.38%	43
2017 Q2	$2.26M	Sell	40,754 -4,265	-9%	-$243K	0.46%	40
2017 Q1	$2.66M	Sell	45,019 -467	-1%	-$28.6K	0.56%	40
2016 Q4	$2.81M	Sell	45,486 -50	-0.1%	-$3.1K	0.62%	39
2016 Q3	$2.91M	Hold	45,536	–	–	0.63%	40
2016 Q2	$3.25M	Hold	45,536	–	–	0.73%	41
2016 Q1	$2.88M	Sell	45,536 -2,619	-5%	-$152K	0.66%	41
2015 Q4	$2.78M	Buy	48,155 +126	+0.3%	+$7.25K	0.63%	42
2015 Q3	$2.7M	Buy	48,029 +1,680	+4%	+$96.3K	0.69%	42
2015 Q2	$2.58M	Sell	46,349 -374	-0.8%	-$21K	0.6%	43
2015 Q1	$2.65M	Buy	46,723 +16,300	+54%	+$869K	0.6%	42
2014 Q4	$1.62M	Buy	30,423 +5,085	+20%	+$263K	0.4%	51
2014 Q3	$1.28M	Sell	25,338 -100	-0.4%	-$5.24K	0.52%	48
2014 Q2	$1.34M	Sell	25,438 -195	-0.8%	-$10.4K	0.52%	47
2014 Q1	$1.33M	Sell	25,633 -733	-3%	-$36.3K	0.53%	47
2013 Q4	$1.32M	Sell	26,366 -1,374	-5%	-$68.4K	0.5%	46
2013 Q3	$1.33M	Hold	27,740	–	–	0.53%	46
2013 Q2	$1.35M	Buy	+27,740	New	+$1.36M	0.57%	44

Other funds holding GIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kurt F. Somerville's GIS Position: Q1 2026 in Review

Kurt F. Somerville reduced its General Mills (GIS) stake by 25% in Q1 2026, selling an estimated $80.3K and leaving 5,518 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #90.

Kurt F. Somerville first reported a position in GIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.25M in Q2 2016. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Kurt F. Somerville held 5,518 shares of General Mills worth $205K as of Q1 2026.
Kurt F. Somerville sold 1,850 General Mills shares in Q1 2026, an estimated $80.3K.
General Mills made up 0.05% of Kurt F. Somerville's portfolio in Q1 2026, its #90 holding.
Kurt F. Somerville first reported a position in General Mills in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's General Mills position peaked at $3.25M in Q2 2016.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.