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Mark Sheptoff Financial Planning’s General Mills GIS Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-400
Closed -$20.4K – 538
2025
Q4 		$20.4K Sell
400
-125
-24% -$5.94K 0.01% 276
2025
Q3 		$26.5K Hold
525
– – 0.01% 247
2025
Q2 		$27.2K Hold
525
– – 0.01% 240
2025
Q1 		$31.4K Hold
525
– – 0.02% 204
2024
Q4 		$33.5K Hold
525
– – 0.02% 210
2024
Q3 		$38.8K Hold
525
– – 0.02% 187
2024
Q2 		$33.2K Hold
525
– – 0.02% 212
2024
Q1 		$36.7K Hold
525
– – 0.02% 191
2023
Q4 		$34.2K Hold
525
– – 0.02% 189
2023
Q3 		$33.6K Hold
525
– – 0.02% 176
2023
Q2 		$40.3K Buy
525
+400
+320% +$34.2K 0.02% 177
2023
Q1 		$10.7K Sell
125
-85
-40% -$6.79K 0.01% 260
2022
Q4 		$17.6K Buy
210
+85
+68% +$6.92K 0.01% 229
2022
Q3 		$10K Hold
125
– – 0.01% 251
2022
Q2 		$9K Hold
125
– – 0.01% 264
2022
Q1 		$8K Sell
125
-214
-63% -$14.4K ﹤0.01% 315
2021
Q4 		$23K Buy
339
+127
+60% +$8.07K 0.01% 243
2021
Q3 		$13K Buy
212
+2
+1% +$118 0.01% 283
2021
Q2 		$13K Buy
210
+1
+0.5% +$62 0.01% 308
2021
Q1 		$13K Buy
209
+2
+1% +$115 0.01% 272
2020
Q4 		$12K Buy
207
+2
+1% +$121 0.01% 260
2020
Q3 		$13K Buy
205
+2
+1% +$125 0.01% 217
2020
Q2 		$13K Buy
203
+1
+0.5% +$60 0.01% 232
2020
Q1 		$11K Buy
202
+2
+1% +$106 0.01% 224
2019
Q4 		$11K Buy
+200
New +$10.5K 0.01% 274
2018
Q3 		– Sell
-8,910
Closed -$394K – 367
2018
Q2 		$394K Buy
8,910
+8,150
+1,072% +$357K 0.29% 72
2018
Q1 		$34K Sell
760
-450
-37% -$24.4K 0.02% 190
2017
Q4 		$72K Sell
1,210
-3,500
-74% -$189K 0.05% 159
2017
Q3 		$244K Sell
4,710
-4,250
-47% -$233K 0.16% 102
2017
Q2 		$496K Sell
8,960
-2,101
-19% -$120K 0.34% 66
2017
Q1 		$653K Buy
11,061
+1
+0% +$61 0.47% 52
2016
Q4 		$683K Buy
11,060
+650
+6% +$40.3K 0.51% 53
2016
Q3 		$665K Buy
10,410
+1,210
+13% +$84.2K 0.49% 52
2016
Q2 		$656K Buy
9,200
+5,000
+119% +$318K 0.49% 52
2016
Q1 		$266K Buy
4,200
+100
+2% +$5.81K 0.22% 79
2015
Q4 		$236K Buy
4,100
+300
+8% +$17.3K 0.19% 84
2015
Q3 		$213K Hold
3,800
– – 0.19% 89
2015
Q2 		$212K Buy
3,800
+1,000
+36% +$56K 0.17% 97
2015
Q1 		$158K Buy
2,800
+500
+22% +$26.7K 0.13% 105
2014
Q4 		$123K Buy
+2,300
New +$119K 0.11% 121
2014
Q3 		– Sell
-35,351
Closed -$1.86M – 343
2014
Q2 		$1.86M Sell
35,351
-896
-2% -$47.8K 1.59% 16
2014
Q1 		$1.88M Buy
+36,247
New +$1.79M 1.66% 14

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's GIS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of General Mills (GIS) in Q1 2026, closing a stake of 400 shares — an estimated $20.4K sold.

Mark Sheptoff Financial Planning first reported a position in GIS in Q1 2014 and held it in 42 quarters. The position peaked at $1.88M in Q1 2014. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 General Mills shares in Q1 2026, an estimated $20.4K.
  • Mark Sheptoff Financial Planning first reported a position in General Mills in Q1 2014 and held it in 42 quarters.
  • Mark Sheptoff Financial Planning's General Mills position peaked at $1.88M in Q1 2014.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.