MWM
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Mission Wealth Management’s General Mills GIS Stock Holding History

Mission Wealth Management’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 		$593K Buy
15,930
+655
+4% +$28.4K 0.01% 441
2025
Q4 		$710K Sell
15,275
-272
-2% -$12.9K 0.01% 407
2025
Q3 		$784K Buy
15,547
+971
+7% +$48.7K 0.02% 384
2025
Q2 		$755K Sell
14,576
-441
-3% -$24.3K 0.02% 382
2025
Q1 		$898K Buy
15,017
+388
+3% +$23.3K 0.02% 331
2024
Q4 		$933K Buy
14,629
+97
+0.7% +$6.51K 0.02% 305
2024
Q3 		$1.07M Buy
14,532
+411
+3% +$28.5K 0.03% 280
2024
Q2 		$893K Buy
14,121
+1,847
+15% +$127K 0.02% 297
2024
Q1 		$859K Sell
12,274
-664
-5% -$43.2K 0.02% 322
2023
Q4 		$843K Buy
12,938
+1,277
+11% +$82.4K 0.03% 274
2023
Q3 		$746K Buy
11,661
+650
+6% +$45.9K 0.03% 270
2023
Q2 		$845K Buy
11,011
+1,060
+11% +$90.6K 0.03% 253
2023
Q1 		$850K Buy
9,951
+685
+7% +$54.7K 0.04% 254
2022
Q4 		$777K Buy
9,266
+870
+10% +$70.9K 0.04% 247
2022
Q3 		$643K Buy
8,396
+1,027
+14% +$78.3K 0.03% 256
2022
Q2 		$556K Buy
7,369
+4,131
+128% +$289K 0.03% 281
2022
Q1 		$219K Sell
3,238
-3
-0.1% -$201 0.01% 483
2021
Q4 		$218K Sell
3,241
-1,359
-30% -$86.3K 0.01% 502
2021
Q3 		$275K Sell
4,600
-2,506
-35% -$148K 0.01% 431
2021
Q2 		$433K Sell
7,106
-367
-5% -$22.7K 0.02% 313
2021
Q1 		$458K Buy
7,473
+2,524
+51% +$146K 0.03% 273
2020
Q4 		$291K Buy
+4,949
New +$299K 0.02% 340

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

Mission Wealth Management's GIS Position: Q1 2026 in Review

Mission Wealth Management increased its General Mills (GIS) stake by 4.3% in Q1 2026, buying an estimated $28.4K and bringing the position to 15,930 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #441.

Mission Wealth Management first reported a position in GIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Mission Wealth Management held 15,930 shares of General Mills worth $593K as of Q1 2026.
  • Mission Wealth Management bought 655 General Mills shares in Q1 2026, an estimated $28.4K.
  • General Mills made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #441 holding.
  • Mission Wealth Management first reported a position in General Mills in Q4 2020 and has held it in 22 quarters since.
  • Mission Wealth Management's General Mills position peaked at $1.07M in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.