Occidental Asset Management’s General Mills GIS Stock Holding History

Occidental Asset 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
2025 Q2	–	Sell	-40,416	Closed	-$2.42M	–	274
2025 Q1	$2.42M	Buy	+40,416	New	+$2.43M	0.36%	72
2017 Q1	–	Sell	-5,947	Closed	-$367K	–	130
2016 Q4	$367K	Buy	5,947 +2,375	+66%	+$147K	0.26%	66
2016 Q3	$228K	Buy	3,572 +548	+18%	+$38.1K	0.19%	84
2016 Q2	$216K	Buy	+3,024	New	+$193K	0.19%	87

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Occidental Asset Management's GIS Position: Q2 2025 in Review

Occidental Asset Management sold out of General Mills (GIS) in Q2 2025, closing a stake of 40,416 shares — an estimated $2.42M sold.

Occidental Asset Management first reported a position in GIS in Q2 2016 and held it in 4 quarters. The position peaked at $2.42M in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Occidental Asset Management reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Occidental Asset Management sold 40,416 General Mills shares in Q2 2025, an estimated $2.42M.
Occidental Asset Management first reported a position in General Mills in Q2 2016 and held it in 4 quarters.
Occidental Asset Management's General Mills position peaked at $2.42M in Q1 2025.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Occidental Asset Management's 13F filing for Q2 2025, filed 14 Jul 2025.