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QTR Family Wealth’s General Mills GIS Stock Holding History

QTR Family Wealth’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 		$204K Buy
+5,869
New +$203K 0.07% 323
2025
Q2 		– Sell
-7,145
Closed -$427K – 188
2025
Q1 		$427K Buy
+7,145
New +$429K 0.32% 86

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 $3.38T AUM 44.17% 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

QTR Family Wealth's GIS Position: Q2 2026 in Review

QTR Family Wealth opened a new position in General Mills (GIS) in Q2 2026: 5,869 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #323 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in GIS as recently as Q1 2025.

QTR Family Wealth first reported a position in GIS in Q1 2025 and has held it in 2 quarters since. The position peaked at $427K in Q1 2025. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • QTR Family Wealth held 5,869 shares of General Mills worth $204K as of Q2 2026.
  • General Mills was a new QTR Family Wealth position in Q2 2026.
  • General Mills made up 0.07% of QTR Family Wealth's portfolio in Q2 2026, its #323 holding.
  • QTR Family Wealth first reported a position in General Mills in Q1 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's General Mills position peaked at $427K in Q1 2025.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.