OAG
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Oakmont Advisory Group’s General Mills GIS Stock Holding History

Oakmont Advisory Group’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 		$325K Buy
9,347
+1,991
+27% +$68.8K 0.27% 102
2026
Q1 		$274K Buy
7,356
+652
+10% +$28.3K 0.28% 112
2025
Q4 		$312K Buy
+6,704
New +$319K 0.33% 99

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Oakmont Advisory Group's GIS Position: Q2 2026 in Review

Oakmont Advisory Group increased its General Mills (GIS) stake by 27% in Q2 2026, buying an estimated $68.8K and bringing the position to 9,347 shares worth $325K. The position accounts for 0.27% of the portfolio, ranked #102.

Oakmont Advisory Group first reported a position in GIS in Q4 2025 and has held it in 3 quarters since. 1,325 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Oakmont Advisory Group held 9,347 shares of General Mills worth $325K as of Q2 2026.
  • Oakmont Advisory Group bought 1,991 General Mills shares in Q2 2026, an estimated $68.8K.
  • General Mills made up 0.27% of Oakmont Advisory Group's portfolio in Q2 2026, its #102 holding.
  • Oakmont Advisory Group first reported a position in General Mills in Q4 2025 and has held it in 3 quarters since.
  • 1,325 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.