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Personal CFO Solutions’s General Mills GIS Stock Holding History

Personal CFO Solutions’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 		$530K Buy
15,217
+717
+5% +$24.8K 0.08% 236
2026
Q1 		$540K Buy
14,500
+2,154
+17% +$93.5K 0.08% 237
2025
Q4 		$574K Buy
12,346
+1,955
+19% +$92.9K 0.09% 212
2025
Q3 		$524K Buy
10,391
+813
+8% +$40.8K 0.09% 224
2025
Q2 		$496K Sell
9,578
-959
-9% -$52.9K 0.09% 227
2025
Q1 		$630K Buy
10,537
+350
+3% +$21K 0.13% 175
2024
Q4 		$650K Buy
+10,187
New +$683K 0.13% 172
2020
Q2 		– Sell
-4,581
Closed -$242K – 329
2020
Q1 		$242K Sell
4,581
-902
-16% -$47.6K 0.09% 203
2019
Q4 		$291K Buy
5,483
+156
+3% +$8.22K 0.08% 218
2019
Q3 		$294K Buy
+5,327
New +$287K 0.12% 206

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

Personal CFO Solutions's GIS Position: Q2 2026 in Review

Personal CFO Solutions increased its General Mills (GIS) stake by 4.9% in Q2 2026, buying an estimated $24.8K and bringing the position to 15,217 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #236.

Personal CFO Solutions first reported a position in GIS in Q3 2019 and has held it in 10 quarters since. The position peaked at $650K in Q4 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Personal CFO Solutions held 15,217 shares of General Mills worth $530K as of Q2 2026.
  • Personal CFO Solutions bought 717 General Mills shares in Q2 2026, an estimated $24.8K.
  • General Mills made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #236 holding.
  • Personal CFO Solutions first reported a position in General Mills in Q3 2019 and has held it in 10 quarters since.
  • Personal CFO Solutions's General Mills position peaked at $650K in Q4 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.