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Legacy Financial Advisors’s General Mills GIS Stock Holding History

Legacy Financial 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
2026
Q2 		$305K Buy
+8,776
New +$303K 0.04% 344
2025
Q2 		– Sell
-4,164
Closed -$249K – 367
2025
Q1 		$249K Sell
4,164
-76
-2% -$4.57K 0.04% 307
2024
Q4 		$270K Sell
4,240
-106
-2% -$7.11K 0.04% 288
2024
Q3 		$321K Buy
4,346
+183
+4% +$12.7K 0.05% 266
2024
Q2 		$263K Buy
+4,163
New +$286K 0.05% 279
2023
Q3 		– Sell
-2,631
Closed -$202K – 277
2023
Q2 		$202K Sell
2,631
-265
-9% -$22.6K 0.04% 250
2023
Q1 		$248K Sell
2,896
-175
-6% -$14K 0.05% 212
2022
Q4 		$258K Buy
+3,071
New +$250K 0.06% 199
2019
Q2 		– Sell
-1,386
Closed -$72K – 419
2019
Q1 		$72K Buy
1,386
+92
+7% +$4.17K 0.02% 218
2018
Q4 		$50K Buy
1,294
+576
+80% +$24.3K 0.02% 242
2018
Q3 		$30K Hold
718
– – 0.01% 311
2018
Q2 		$32K Sell
718
-269
-27% -$11.8K 0.01% 303
2018
Q1 		$43K Buy
987
+339
+52% +$18.4K 0.02% 260
2017
Q4 		$38K Buy
+648
New +$35K 0.02% 281

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Legacy Financial Advisors's GIS Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in General Mills (GIS) in Q2 2026: 8,776 shares worth $305K. The stake represents 0.04% of the portfolio and ranks #344 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in GIS as recently as Q1 2025.

Legacy Financial Advisors first reported a position in GIS in Q4 2017 and has held it in 14 quarters since. The position peaked at $321K in Q3 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Legacy Financial Advisors held 8,776 shares of General Mills worth $305K as of Q2 2026.
  • General Mills was a new Legacy Financial Advisors position in Q2 2026.
  • General Mills made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #344 holding.
  • Legacy Financial Advisors first reported a position in General Mills in Q4 2017 and has held it in 14 quarters since.
  • Legacy Financial Advisors's General Mills position peaked at $321K in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.