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Old North State Wealth Management’s General Mills GIS Stock Holding History

Old North State Wealth 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 		$1.14M Buy
32,654
+6,157
+23% +$213K 0.49% 48
2026
Q1 		$987K Buy
26,497
+9,987
+60% +$434K 0.46% 52
2025
Q4 		$768K Buy
16,510
+1,401
+9% +$66.6K 0.36% 56
2025
Q3 		$763K Buy
15,109
+1,140
+8% +$57.2K 0.36% 58
2025
Q2 		$724K Buy
13,969
+2,241
+19% +$124K 0.38% 55
2025
Q1 		$702K Buy
11,728
+4,741
+68% +$285K 0.39% 51
2024
Q4 		$446K Buy
6,987
+2,638
+61% +$177K 0.25% 69
2024
Q3 		$322K Buy
+4,349
New +$301K 0.18% 80

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

Old North State Wealth Management's GIS Position: Q2 2026 in Review

Old North State Wealth Management increased its General Mills (GIS) stake by 23% in Q2 2026, buying an estimated $213K and bringing the position to 32,654 shares worth $1.14M. The position accounts for 0.49% of the portfolio, ranked #48.

Old North State Wealth Management first reported a position in GIS in Q3 2024 and has held it in 8 quarters since. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Old North State Wealth Management held 32,654 shares of General Mills worth $1.14M as of Q2 2026.
  • Old North State Wealth Management bought 6,157 General Mills shares in Q2 2026, an estimated $213K.
  • General Mills made up 0.49% of Old North State Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Old North State Wealth Management first reported a position in General Mills in Q3 2024 and has held it in 8 quarters since.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.