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Peak Retirement Planning’s General Mills GIS Stock Holding History

Peak Retirement 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
2026
Q2 		$3.33M Buy
95,739
+41,834
+78% +$1.44M 0.53% 58
2026
Q1 		$2.01M Buy
53,905
+10,870
+25% +$472K 0.4% 76
2025
Q4 		$2M Buy
43,035
+7,582
+21% +$360K 0.47% 70
2025
Q3 		$1.79M Buy
35,453
+11,998
+51% +$602K 0.5% 60
2025
Q2 		$1.22M Buy
23,455
+7,098
+43% +$392K 0.49% 70
2025
Q1 		$978K Buy
16,357
+3,845
+31% +$231K 0.54% 68
2024
Q4 		$798K Buy
+12,512
New +$839K 0.54% 63

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

Peak Retirement Planning's GIS Position: Q2 2026 in Review

Peak Retirement Planning increased its General Mills (GIS) stake by 78% in Q2 2026, buying an estimated $1.44M and bringing the position to 95,739 shares worth $3.33M. The position accounts for 0.53% of the portfolio, ranked #58.

Peak Retirement Planning first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. 1,326 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Peak Retirement Planning held 95,739 shares of General Mills worth $3.33M as of Q2 2026.
  • Peak Retirement Planning bought 41,834 General Mills shares in Q2 2026, an estimated $1.44M.
  • General Mills made up 0.53% of Peak Retirement Planning's portfolio in Q2 2026, its #58 holding.
  • Peak Retirement Planning first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • 1,326 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.