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LRI Investments’s General Mills GIS Stock Holding History

LRI Investments’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 		$182K Buy
5,222
+1,829
+54% +$63.2K 0.01% 345
2026
Q1 		$126K Hold
3,393
– – 0.01% 374
2025
Q4 		$158K Hold
3,393
– – 0.01% 334
2025
Q3 		$171K Hold
3,393
– – 0.01% 317
2025
Q2 		$176K Sell
3,393
-200
-6% -$11K 0.01% 317
2025
Q1 		$215K Hold
3,593
– – 0.02% 251
2024
Q4 		$229K Hold
3,593
– – 0.02% 243
2024
Q3 		$232K Buy
3,593
+200
+6% +$13.9K 0.02% 246
2024
Q2 		$215K Hold
3,393
– – 0.02% 240
2024
Q1 		$237K Buy
+3,393
New +$221K 0.06% 124

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

LRI Investments's GIS Position: Q2 2026 in Review

LRI Investments increased its General Mills (GIS) stake by 54% in Q2 2026, buying an estimated $63.2K and bringing the position to 5,222 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #345.

LRI Investments first reported a position in GIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $237K in Q1 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • LRI Investments held 5,222 shares of General Mills worth $182K as of Q2 2026.
  • LRI Investments bought 1,829 General Mills shares in Q2 2026, an estimated $63.2K.
  • General Mills made up 0.01% of LRI Investments's portfolio in Q2 2026, its #345 holding.
  • LRI Investments first reported a position in General Mills in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's General Mills position peaked at $237K in Q1 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.