Moran Wealth Management’s General Mills GIS Stock Holding History

Moran 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	–	Sell	-258,987	Closed	-$9.64M	–	518
2026 Q1	$9.64M	Buy	258,987 +21,701	+9%	+$942K	0.3%	114
2025 Q4	$11M	Buy	+237,286	New	+$11.3M	0.34%	92
2025 Q2	–	Sell	-122,232	Closed	-$7.31M	–	489
2025 Q1	$7.31M	Buy	122,232 +5,176	+4%	+$311K	0.25%	128
2024 Q4	$7.46M	Buy	+117,056	New	+$7.85M	0.24%	124
2024 Q1	–	Sell	-40,106	Closed	-$2.61M	–	427
2023 Q4	$2.61M	Sell	40,106 -73,915	-65%	-$4.77M	0.09%	231
2023 Q3	$7.3M	Sell	114,021 -243,062	-68%	-$17.2M	0.28%	122
2023 Q2	$27.4M	Sell	357,083 -1,127	-0.3%	-$96.3K	1.03%	15
2023 Q1	$30.6M	Buy	358,210 +6,292	+2%	+$502K	1.16%	12
2022 Q4	$29.5M	Buy	+351,918	New	+$28.7M	1.12%	16

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Moran Wealth Management sold out of General Mills (GIS) in Q2 2026, closing a stake of 258,987 shares — an estimated $9.64M sold.

Moran Wealth Management first reported a position in GIS in Q4 2022 and held it in 9 quarters. The position peaked at $30.6M in Q1 2023. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Moran Wealth Management reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 258,987 General Mills shares in Q2 2026, an estimated $9.64M.
Moran Wealth Management first reported a position in General Mills in Q4 2022 and held it in 9 quarters.
Moran Wealth Management's General Mills position peaked at $30.6M in Q1 2023.
1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.