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Modern Wealth Management’s General Mills GIS Stock Holding History

Modern 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
Q2 		$345K Buy
9,906
+4,362
+79% +$151K ﹤0.01% 833
2026
Q1 		$206K Sell
5,544
-1,133
-17% -$49.2K ﹤0.01% 836
2025
Q4 		$310K Sell
6,677
-357
-5% -$17K 0.01% 671
2025
Q3 		$355K Sell
7,034
-266
-4% -$13.3K 0.01% 593
2025
Q2 		$378K Buy
7,300
+3,225
+79% +$178K 0.01% 550
2025
Q1 		$244K Buy
4,075
+262
+7% +$15.7K 0.01% 586
2024
Q4 		$243K Sell
3,813
-38
-1% -$2.55K 0.01% 507
2024
Q3 		$284K Buy
+3,851
New +$267K 0.02% 353

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

Modern Wealth Management's GIS Position: Q2 2026 in Review

Modern Wealth Management increased its General Mills (GIS) stake by 79% in Q2 2026, buying an estimated $151K and bringing the position to 9,906 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Modern Wealth Management first reported a position in GIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q2 2025. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Modern Wealth Management held 9,906 shares of General Mills worth $345K as of Q2 2026.
  • Modern Wealth Management bought 4,362 General Mills shares in Q2 2026, an estimated $151K.
  • General Mills made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #833 holding.
  • Modern Wealth Management first reported a position in General Mills in Q3 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's General Mills position peaked at $378K in Q2 2025.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

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