Pacific Capital Wealth Advisors’s General Mills GIS Stock Holding History

Pacific Capital Wealth 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 Q2	$1.42M	Buy	40,854 +25,000	+158%	+$863K	0.21%	35
2026 Q1	$590K	Buy	+15,854	New	+$688K	0.1%	52
2025 Q1	–	Sell	-854	Closed	-$54.5K	–	197
2024 Q4	$54.5K	Hold	854	–	–	0.01%	141
2024 Q3	$63.1K	Hold	854	–	–	0.01%	143
2024 Q2	$54K	Hold	854	–	–	0.01%	148
2024 Q1	$59.8K	Hold	854	–	–	0.01%	125
2023 Q4	$55.6K	Buy	+854	New	+$55.1K	0.01%	126
2020 Q4	–	Sell	-854	Closed	-$53K	–	108
2020 Q3	$53K	Buy	+854	New	+$53.4K	0.03%	102

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's GIS Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its General Mills (GIS) stake by 158% in Q2 2026, buying an estimated $863K and bringing the position to 40,854 shares worth $1.42M. The position accounts for 0.21% of the portfolio, ranked #35.

Pacific Capital Wealth Advisors first reported a position in GIS in Q3 2020 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Pacific Capital Wealth Advisors held 40,854 shares of General Mills worth $1.42M as of Q2 2026.
Pacific Capital Wealth Advisors bought 25,000 General Mills shares in Q2 2026, an estimated $863K.
General Mills made up 0.21% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Pacific Capital Wealth Advisors first reported a position in General Mills in Q3 2020 and has held it in 8 quarters since.
221 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.