L.M. Kohn & Company’s General Mills GIS Stock Holding History

L.M. Kohn & Company’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	$208K	Sell	4,116 -2,038	-33%	-$102K	0.25%	113
2025 Q2	$319K	Sell	6,154 -11	-0.2%	-$607	0.09%	190
2025 Q1	$369K	Sell	6,165 -326	-5%	-$19.6K	0.1%	171
2024 Q4	$414K	Buy	6,491 +5	+0.1%	+$335	0.11%	156
2024 Q3	$479K	Buy	6,486 +764	+13%	+$52.9K	0.12%	151
2024 Q2	$362K	Sell	5,722 -489	-8%	-$33.6K	0.1%	175
2024 Q1	$435K	Buy	6,211 +171	+3%	+$11.1K	0.12%	158
2023 Q4	$393K	Buy	6,040 +6	+0.1%	+$387	0.13%	146
2023 Q3	$386K	Buy	6,034 +155	+3%	+$11K	0.14%	136
2023 Q2	$451K	Sell	5,879 -160	-3%	-$13.7K	0.17%	129
2023 Q1	$516K	Buy	6,039 +5	+0.1%	+$399	0.21%	112
2022 Q4	$506K	Buy	6,034 +236	+4%	+$19.2K	0.24%	106
2022 Q3	$445K	Buy	5,798 +3	+0.1%	+$229	0.22%	111
2022 Q2	$438K	Buy	5,795 +505	+10%	+$35.4K	0.2%	127
2022 Q1	$359K	Buy	+5,290	New	+$355K	0.14%	171

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return