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PDS Planning’s General Mills GIS Stock Holding History

PDS Planning’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
-3,711
Closed -$222K – 523
2025
Q1 		$222K Sell
3,711
-400
-10% -$24K 0.02% 406
2024
Q4 		$262K Sell
4,111
-124
-3% -$8.32K 0.02% 330
2024
Q3 		$313K Sell
4,235
-82
-2% -$5.68K 0.03% 283
2024
Q2 		$273K Buy
4,317
+100
+2% +$6.87K 0.03% 285
2024
Q1 		$295K Buy
4,217
+139
+3% +$9.05K 0.03% 266
2023
Q4 		$266K Buy
4,078
+626
+18% +$40.4K 0.03% 259
2023
Q3 		$221K Sell
3,452
-119
-3% -$8.41K 0.03% 282
2023
Q2 		$274K Buy
3,571
+280
+9% +$23.9K 0.04% 234
2023
Q1 		$281K Buy
+3,291
New +$263K 0.04% 210

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PDS Planning's GIS Position: Q2 2025 in Review

PDS Planning sold out of General Mills (GIS) in Q2 2025, closing a stake of 3,711 shares — an estimated $222K sold.

PDS Planning first reported a position in GIS in Q1 2023 and held it in 9 quarters. The position peaked at $313K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • PDS Planning reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • PDS Planning sold 3,711 General Mills shares in Q2 2025, an estimated $222K.
  • PDS Planning first reported a position in General Mills in Q1 2023 and held it in 9 quarters.
  • PDS Planning's General Mills position peaked at $313K in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on PDS Planning's 13F filing for Q2 2025, filed 24 Jul 2025.