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My Legacy Advisors’s General Mills GIS Stock Holding History

My Legacy 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
2025
Q2 		$487K Sell
9,491
-621
-6% -$34.3K 0.17% 141
2025
Q1 		$605K Buy
10,112
+149
+1% +$8.95K 0.23% 124
2024
Q4 		$581K Sell
9,963
-374
-4% -$25.1K 0.23% 120
2024
Q3 		$763K Sell
10,337
-3,852
-27% -$267K 0.3% 95
2024
Q2 		$898K Buy
14,189
+30
+0.2% +$2.06K 0.29% 95
2024
Q1 		$991K Sell
14,159
-283
-2% -$18.4K 0.33% 82
2023
Q4 		$911K Sell
14,442
-50
-0.3% -$3.23K 0.33% 91
2023
Q3 		$911K Buy
14,492
+405
+3% +$28.6K 0.37% 80
2023
Q2 		$1.05M Buy
14,087
+475
+3% +$40.6K 0.41% 68
2023
Q1 		$1.18M Buy
13,612
+1,099
+9% +$87.8K 0.5% 60
2022
Q4 		$944K Buy
12,513
+850
+7% +$69.2K 0.4% 85
2022
Q3 		$906K Buy
11,663
+570
+5% +$43.4K 0.46% 66
2022
Q2 		$840K Buy
11,093
+481
+5% +$33.7K 0.42% 79
2022
Q1 		$719K Buy
+10,612
New +$712K 0.33% 104

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

My Legacy Advisors's GIS Position: Q2 2025 in Review

My Legacy Advisors reduced its General Mills (GIS) stake by 6.1% in Q2 2025, selling an estimated $34.3K and leaving 9,491 shares worth $487K. The position accounts for 0.17% of the portfolio, ranked #141.

My Legacy Advisors first reported a position in GIS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q1 2023. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • My Legacy Advisors held 9,491 shares of General Mills worth $487K as of Q2 2025.
  • My Legacy Advisors sold 621 General Mills shares in Q2 2025, an estimated $34.3K.
  • General Mills made up 0.17% of My Legacy Advisors's portfolio in Q2 2025, its #141 holding.
  • My Legacy Advisors first reported a position in General Mills in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's General Mills position peaked at $1.18M in Q1 2023.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.