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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Moran Wealth Management increased its General Mills (GIS) stake by 9.1% in Q1 2026, buying an estimated $942K and bringing the position to 258,987 shares worth $9.64M. The position accounts for 0.3% of the portfolio, ranked #114.

Moran Wealth Management first reported a position in GIS in Q4 2022 and has held it in 9 quarters since. The position peaked at $30.6M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Moran Wealth Management held 258,987 shares of General Mills worth $9.64M as of Q1 2026.
Moran Wealth Management bought 21,701 General Mills shares in Q1 2026, an estimated $942K.
General Mills made up 0.3% of Moran Wealth Management's portfolio in Q1 2026, its #114 holding.
Moran Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 9 quarters since.
Moran Wealth Management's General Mills position peaked at $30.6M in Q1 2023.
1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.