Morningstar Investment Management’s General Mills GIS Stock Holding History

Morningstar Investment 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	$3.16M	Hold	84,981	–	–	0.2%	130
2026 Q1	$3.16M	Buy	84,981 +28,883	+51%	+$1.25M	0.2%	129
2025 Q4	$2.61M	Buy	56,098 +4,413	+9%	+$210K	0.15%	139
2025 Q3	$2.61M	Buy	+51,685	New	+$2.59M	0.1%	218
2025 Q1	–	Sell	-3,283	Closed	-$209K	–	135
2024 Q4	$209K	Hold	3,283	–	–	0.02%	205
2024 Q3	$233K	Sell	3,283 -6,156	-65%	-$426K	0.02%	189
2024 Q2	$597K	Hold	9,439	–	–	0.06%	116
2024 Q1	$660K	Hold	9,439	–	–	0.07%	113
2023 Q4	$615K	Buy	9,439 +458	+5%	+$29.6K	0.07%	115
2023 Q3	$575K	Hold	8,981	–	–	0.08%	92
2023 Q2	$689K	Buy	+8,981	New	+$768K	0.09%	85

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Morningstar Investment Management's GIS Position: Q2 2026 in Review

Morningstar Investment Management held its General Mills (GIS) position steady in Q2 2026 at 84,981 shares worth $3.16M. The position accounts for 0.2% of the portfolio, ranked #130.

Morningstar Investment Management first reported a position in GIS in Q2 2023 and has held it in 11 quarters since. 482 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Morningstar Investment Management held 84,981 shares of General Mills worth $3.16M as of Q2 2026.
Morningstar Investment Management left its General Mills share count unchanged in Q2 2026.
General Mills made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #130 holding.
Morningstar Investment Management first reported a position in General Mills in Q2 2023 and has held it in 11 quarters since.
482 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.