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Mount Yale Investment Advisors’s General Mills GIS Stock Holding History

Mount Yale Investment Advisors’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 		$278K Buy
7,460
+2,114
+40% +$91.8K 0.01% 926
2025
Q4 		$249K Buy
+5,346
New +$254K 0.01% 638
2025
Q3 		– Sell
-5,389
Closed -$279K – 1039
2025
Q2 		$279K Sell
5,389
-13
-0.2% -$717 0.02% 476
2025
Q1 		$323K Sell
5,402
-587
-10% -$35.3K 0.03% 415
2024
Q4 		$382K Buy
+5,989
New +$402K 0.03% 388
2024
Q3 		– Sell
-7,258
Closed -$459K – 571
2024
Q2 		$459K Buy
7,258
+746
+11% +$51.2K 0.04% 359
2024
Q1 		$456K Buy
+6,512
New +$424K 0.04% 375
2020
Q4 		– Sell
-82,918
Closed -$5.11M – 406
2020
Q3 		$5.11M Sell
82,918
-3,581
-4% -$224K 0.73% 24
2020
Q2 		$5.33M Sell
86,499
-55,790
-39% -$3.36M 0.96% 19
2020
Q1 		$7.51M Sell
142,289
-1,412
-1% -$74.6K 1.69% 9
2019
Q4 		$7.5M Buy
+143,701
New +$7.57M 1.3% 19
2019
Q2 		– Sell
-169,223
Closed -$8.76M – 328
2019
Q1 		$8.76M Buy
169,223
+2,423
+1% +$110K 1.64% 8
2018
Q4 		$7.34M Buy
166,800
+165,072
+9,553% +$6.97M 1.49% 14
2018
Q3 		$76K Buy
1,728
+1,402
+430% +$63.5K 0.01% 520
2018
Q2 		$14K Sell
326
-47
-13% -$2.06K ﹤0.01% 847
2018
Q1 		$17K Buy
+373
New +$20.2K ﹤0.01% 794

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's GIS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its General Mills (GIS) stake by 40% in Q1 2026, buying an estimated $91.8K and bringing the position to 7,460 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #926.

Mount Yale Investment Advisors first reported a position in GIS in Q1 2018 and has held it in 16 quarters since. The position peaked at $8.76M in Q1 2019. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Mount Yale Investment Advisors held 7,460 shares of General Mills worth $278K as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,114 General Mills shares in Q1 2026, an estimated $91.8K.
  • General Mills made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #926 holding.
  • Mount Yale Investment Advisors first reported a position in General Mills in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's General Mills position peaked at $8.76M in Q1 2019.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.