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MBL Wealth’s General Mills GIS Stock Holding History

MBL Wealth’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 		$256K Sell
7,364
-1,363
-16% -$47.1K 0.02% 320
2026
Q1 		$325K Buy
+8,727
New +$379K 0.02% 248
2023
Q3 		– Sell
-4,205
Closed -$323K – 183
2023
Q2 		$323K Sell
4,205
-1,082
-20% -$92.5K 0.05% 129
2023
Q1 		$452K Sell
5,287
-25
-0.5% -$2K 0.07% 103
2022
Q4 		$445K Buy
5,312
+1,139
+27% +$92.8K 0.09% 108
2022
Q3 		$320K Buy
4,173
+1,196
+40% +$91.2K 0.07% 119
2022
Q2 		$225K Buy
+2,977
New +$209K 0.06% 126

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

MBL Wealth's GIS Position: Q2 2026 in Review

MBL Wealth reduced its General Mills (GIS) stake by 16% in Q2 2026, selling an estimated $47.1K and leaving 7,364 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #320.

MBL Wealth first reported a position in GIS in Q2 2022 and has held it in 7 quarters since. The position peaked at $452K in Q1 2023. 1,334 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • MBL Wealth held 7,364 shares of General Mills worth $256K as of Q2 2026.
  • MBL Wealth sold 1,363 General Mills shares in Q2 2026, an estimated $47.1K.
  • General Mills made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #320 holding.
  • MBL Wealth first reported a position in General Mills in Q2 2022 and has held it in 7 quarters since.
  • MBL Wealth's General Mills position peaked at $452K in Q1 2023.
  • 1,334 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.