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Principle Wealth Partners’s General Mills GIS Stock Holding History

Principle Wealth Partners’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 		– Sell
-11,788
Closed -$439K – 403
2026
Q1 		$439K Hold
11,788
– – 0.03% 258
2025
Q4 		$548K Sell
11,788
-3,395
-22% -$161K 0.03% 231
2025
Q3 		$766K Sell
15,183
-14,615
-49% -$733K 0.04% 185
2025
Q2 		$1.54M Sell
29,798
-21,431
-42% -$1.18M 0.1% 126
2025
Q1 		$3.06M Sell
51,229
-4
-0% -$240 0.22% 100
2024
Q4 		$3.27M Buy
51,233
+1,726
+3% +$116K 0.23% 94
2024
Q3 		$3.66M Buy
49,507
+3,391
+7% +$235K 0.26% 92
2024
Q2 		$2.92M Buy
46,116
+621
+1% +$42.6K 0.22% 101
2024
Q1 		$3.18M Buy
45,495
+2,001
+5% +$130K 0.25% 95
2023
Q4 		$2.83M Sell
43,494
-2,569
-6% -$166K 0.24% 94
2023
Q3 		$2.95M Sell
46,063
-1,715
-4% -$121K 0.3% 80
2023
Q2 		$3.66M Hold
47,778
– – 0.37% 62
2023
Q1 		$4.08M Buy
47,778
+360
+0.8% +$28.7K 0.44% 57
2022
Q4 		$3.98M Hold
47,418
– – 0.45% 57
2022
Q3 		$3.63K Sell
47,418
-680
-1% -$51.8K 0.34% 54
2022
Q2 		$3.63M Sell
48,098
-4,710
-9% -$330K 0.44% 55
2022
Q1 		$3.58M Buy
52,808
+248
+0.5% +$16.6K 0.38% 61
2021
Q4 		$3.54M Sell
52,560
-1,161
-2% -$73.8K 0.37% 61
2021
Q3 		$3.21M Buy
53,721
+4,412
+9% +$261K 0.37% 63
2021
Q2 		$3M Buy
49,309
+252
+0.5% +$15.6K 0.34% 67
2021
Q1 		$3.01M Buy
49,057
+4,722
+11% +$272K 0.35% 62
2020
Q4 		$2.61M Buy
+44,335
New +$2.68M 0.34% 64
2020
Q3 		– Sell
-1,400
Closed -$86K – 260
2020
Q2 		$86K Buy
+1,400
New +$84.4K 0.03% 230

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

Principle Wealth Partners's GIS Position: Q2 2026 in Review

Principle Wealth Partners sold out of General Mills (GIS) in Q2 2026, closing a stake of 11,788 shares — an estimated $439K sold.

Principle Wealth Partners first reported a position in GIS in Q2 2020 and held it in 23 quarters. The position peaked at $4.08M in Q1 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Principle Wealth Partners reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Principle Wealth Partners sold 11,788 General Mills shares in Q2 2026, an estimated $439K.
  • Principle Wealth Partners first reported a position in General Mills in Q2 2020 and held it in 23 quarters.
  • Principle Wealth Partners's General Mills position peaked at $4.08M in Q1 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.