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

MOKAN 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 		$1.07M Buy
30,839
+15,118
+96% +$522K 0.41% 50
2026
Q1 		$585K Buy
15,721
+2,219
+16% +$96.4K 0.26% 88
2025
Q4 		$628K Sell
13,502
-1,144
-8% -$54.4K 0.28% 59
2025
Q3 		$738K Buy
14,646
+2,049
+16% +$103K 0.37% 59
2025
Q2 		$653K Buy
12,597
+2,619
+26% +$145K 0.36% 64
2025
Q1 		$597K Buy
9,978
+815
+9% +$49K 0.36% 61
2024
Q4 		$584K Buy
+9,163
New +$615K 0.37% 54

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

MOKAN Wealth Management increased its General Mills (GIS) stake by 96% in Q2 2026, buying an estimated $522K and bringing the position to 30,839 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #50.

MOKAN Wealth Management first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • MOKAN Wealth Management held 30,839 shares of General Mills worth $1.07M as of Q2 2026.
  • MOKAN Wealth Management bought 15,118 General Mills shares in Q2 2026, an estimated $522K.
  • General Mills made up 0.41% of MOKAN Wealth Management's portfolio in Q2 2026, its #50 holding.
  • MOKAN Wealth Management first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.