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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
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 $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

Medallion Wealth Advisors's GIS Position: Q1 2026 in Review

Medallion Wealth Advisors held its General Mills (GIS) position steady in Q1 2026 at 5,350 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #254.

Medallion Wealth Advisors first reported a position in GIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Medallion Wealth Advisors held 5,350 shares of General Mills worth $199K as of Q1 2026.
  • Medallion Wealth Advisors left its General Mills share count unchanged in Q1 2026.
  • General Mills made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #254 holding.
  • Medallion Wealth Advisors first reported a position in General Mills in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's General Mills position peaked at $292K in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.