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Medallion Wealth Advisors’s General Mills GIS Stock Holding History

Medallion Wealth 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 		$194K Buy
5,576
+226
+4% +$7.8K 0.06% 247
2026
Q1 		$199K Hold
5,350
– – 0.07% 254
2025
Q4 		$249K Sell
5,350
-150
-3% -$7.13K 0.08% 215
2025
Q3 		$277K Hold
5,500
– – 0.1% 192
2025
Q2 		$292K Buy
5,500
+4,000
+267% +$221K 0.11% 176
2025
Q1 		$89.6K Buy
1,500
+1,000
+200% +$60.1K 0.04% 328
2024
Q4 		$30.8K Buy
+500
New +$33.5K 0.02% 493

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

Medallion Wealth Advisors's GIS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its General Mills (GIS) stake by 4.2% in Q2 2026, buying an estimated $7.8K and bringing the position to 5,576 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #247.

Medallion Wealth Advisors first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2025. 1,341 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Medallion Wealth Advisors held 5,576 shares of General Mills worth $194K as of Q2 2026.
  • Medallion Wealth Advisors bought 226 General Mills shares in Q2 2026, an estimated $7.8K.
  • General Mills made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • Medallion Wealth Advisors first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's General Mills position peaked at $292K in Q2 2025.
  • 1,341 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.