Patten Group’s General Mills GIS Stock Holding History

Patten 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
2025 Q4	–	Sell	-4,720	Closed	-$238K	–	300
2025 Q3	$238K	Sell	4,720 -5,006	-51%	-$251K	0.05%	261
2025 Q2	$504K	Sell	9,726 -3,411	-26%	-$188K	0.11%	173
2025 Q1	$785K	Sell	13,137 -1,077	-8%	-$64.7K	0.18%	150
2024 Q4	$906K	Sell	14,214 -1,154	-8%	-$77.4K	0.2%	133
2024 Q3	$1.13M	Sell	15,368 -597	-4%	-$41.4K	0.25%	116
2024 Q2	$1.01M	Buy	15,965 +2,029	+15%	+$139K	0.24%	111
2024 Q1	$975K	Buy	13,936 +9,531	+216%	+$621K	0.24%	116
2023 Q4	$287K	Hold	4,405	–	–	0.08%	208
2023 Q3	$282K	Hold	4,405	–	–	0.08%	205
2023 Q2	$338K	Hold	4,405	–	–	0.05%	189
2023 Q1	$376K	Hold	4,405	–	–	0.11%	180
2022 Q4	$369K	Hold	4,405	–	–	0.12%	180
2022 Q3	$332K	Hold	4,405	–	–	0.11%	188
2022 Q2	$333K	Sell	4,405 -133	-3%	-$9.32K	0.11%	184
2022 Q1	$307K	Sell	4,538 -267	-6%	-$17.9K	0.09%	204
2021 Q4	$324K	Hold	4,805	–	–	0.09%	206
2021 Q3	$287K	Hold	4,805	–	–	0.08%	212
2021 Q2	$293K	Sell	4,805 -2,000	-29%	-$124K	0.09%	215
2021 Q1	$417K	Buy	6,805 +100	+1%	+$5.77K	0.13%	167
2020 Q4	$394K	Buy	6,705 +100	+2%	+$6.05K	0.11%	170
2020 Q3	$407K	Hold	6,605	–	–	0.16%	145
2020 Q2	$407K	Sell	6,605 -150	-2%	-$9.05K	0.18%	130
2020 Q1	$356K	Sell	6,755 -200	-3%	-$10.6K	0.18%	124
2019 Q4	$373K	Sell	6,955 -350	-5%	-$18.4K	0.14%	152
2019 Q3	$403K	Hold	7,305	–	–	0.16%	139
2019 Q2	$384K	Buy	7,305 +485	+7%	+$25.1K	0.16%	142
2019 Q1	$353K	Hold	6,820	–	–	0.15%	139
2018 Q4	$266K	Sell	6,820 -95	-1%	-$4.01K	0.13%	145
2018 Q3	$297K	Hold	6,915	–	–	0.11%	164
2018 Q2	$306K	Sell	6,915 -150	-2%	-$6.57K	0.12%	152
2018 Q1	$318K	Sell	7,065 -5	-0.1%	-$271	0.13%	153
2017 Q4	$419K	Sell	7,070 -1,558	-18%	-$84.3K	0.17%	135
2017 Q3	$447K	Buy	8,628 +170	+2%	+$9.32K	0.18%	126
2017 Q2	$475K	Sell	8,458 -63	-0.7%	-$3.6K	0.19%	119
2017 Q1	$491K	Buy	8,521 +63	+0.7%	+$3.85K	0.21%	104
2016 Q4	$530K	Hold	8,458	–	–	0.24%	97
2016 Q3	$526K	Hold	8,458	–	–	0.25%	95
2016 Q2	$603K	Hold	8,458	–	–	0.28%	85
2016 Q1	$536K	Sell	8,458 -180	-2%	-$10.5K	0.25%	93
2015 Q4	$498K	Hold	8,638	–	–	0.24%	98
2015 Q3	$485K	Sell	8,638 -150	-2%	-$8.59K	0.25%	99
2015 Q2	$490K	Hold	8,788	–	–	0.23%	98
2015 Q1	$498K	Sell	8,788 -2,200	-20%	-$117K	0.26%	103
2014 Q4	$586K	Buy	+10,988	New	+$568K	0.28%	97

Other funds holding GIS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patten Group's GIS Position: Q4 2025 in Review

Patten Group sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,720 shares — an estimated $238K sold.

Patten Group first reported a position in GIS in Q4 2014 and held it in 44 quarters. The position peaked at $1.13M in Q3 2024. 1,411 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Patten Group reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Patten Group sold 4,720 General Mills shares in Q4 2025, an estimated $238K.
Patten Group first reported a position in General Mills in Q4 2014 and held it in 44 quarters.
Patten Group's General Mills position peaked at $1.13M in Q3 2024.
1,411 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.