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Regal Investment Advisors’s General Mills GIS Stock Holding History

Regal Investment Advisors’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
Q1 		$255K Sell
6,860
-353
-5% -$15.3K 0.01% 568
2025
Q4 		$335K Buy
7,213
+1,727
+31% +$82.1K 0.02% 491
2025
Q3 		$277K Sell
5,486
-320
-6% -$16K 0.02% 478
2025
Q2 		$301K Buy
5,806
+242
+4% +$13.4K 0.02% 423
2025
Q1 		$333K Sell
5,564
-16
-0.3% -$961 0.03% 385
2024
Q4 		$356K Buy
5,580
+487
+10% +$32.7K 0.03% 379
2024
Q3 		$376K Sell
5,093
-36
-0.7% -$2.49K 0.03% 398
2024
Q2 		$324K Buy
5,129
+2
+0% +$137 0.02% 445
2024
Q1 		$359K Buy
5,127
+5
+0.1% +$326 0.02% 421
2023
Q4 		$334K Buy
5,122
+190
+4% +$12.3K 0.03% 399
2023
Q3 		$316K Buy
4,932
+416
+9% +$29.4K 0.03% 382
2023
Q2 		$346K Sell
4,516
-11
-0.2% -$940 0.03% 367
2023
Q1 		$387K Buy
4,527
+600
+15% +$47.9K 0.03% 339
2022
Q4 		$329K Sell
3,927
-1,250
-24% -$102K 0.03% 360
2022
Q3 		$397K Sell
5,177
-22
-0.4% -$1.68K 0.04% 307
2022
Q2 		$392K Buy
5,199
+1,139
+28% +$79.8K 0.04% 322
2022
Q1 		$275K Sell
4,060
-1,423
-26% -$95.4K 0.03% 437
2021
Q4 		$369K Sell
5,483
-1,112
-17% -$70.6K 0.03% 384
2021
Q3 		$395K Buy
6,595
+833
+14% +$49.2K 0.04% 363
2021
Q2 		$351K Buy
+5,762
New +$356K 0.04% 381
2021
Q1 		– Sell
-13,897
Closed -$817K – 188
2020
Q4 		$817K Buy
+13,897
New +$841K 0.09% 204
2020
Q3 		– Sell
-15,793
Closed -$974K – 96
2020
Q2 		$974K Buy
+15,793
New +$952K 0.18% 122
2020
Q1 		– Sell
-48,642
Closed -$2.6M – 133
2019
Q4 		$2.6M Sell
48,642
-425
-0.9% -$22.4K 0.47% 60
2019
Q3 		$2.71M Sell
49,067
-2,212
-4% -$119K 0.53% 52
2019
Q2 		$2.69M Buy
51,279
+2,138
+4% +$110K 0.52% 50
2019
Q1 		$2.54M Buy
49,141
+3,547
+8% +$161K 0.52% 54
2018
Q4 		$1.77M Buy
+45,594
New +$1.93M 0.39% 79
2017
Q3 		– Sell
-4,110
Closed -$228K – 283
2017
Q2 		$228K Buy
4,110
+133
+3% +$7.59K 0.06% 238
2017
Q1 		$235K Buy
3,977
+610
+18% +$37.3K 0.06% 232
2016
Q4 		$208K Sell
3,367
-759
-18% -$47K 0.06% 233
2016
Q3 		$264K Buy
4,126
+381
+10% +$26.5K 0.07% 222
2016
Q2 		$267K Hold
3,745
– – 0.07% 212
2016
Q1 		$237K Hold
3,745
– – 0.06% 224
2015
Q4 		$215K Buy
3,745
+35
+0.9% +$2.01K 0.06% 237
2015
Q3 		$208K Buy
3,710
+760
+26% +$43.5K 0.05% 223
2015
Q2 		$164K Buy
2,950
+100
+4% +$5.6K 0.04% 269
2015
Q1 		$161K Buy
+2,850
New +$152K 0.04% 278
2014
Q1 		– Sell
-301
Closed -$15K – 904
2013
Q4 		$15K Buy
+301
New +$15K 0.01% 516
2013
Q3 		– Sell
-256
Closed -$12K – 898
2013
Q2 		$12K Buy
+256
New +$12.6K 0.01% 550

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Investment Advisors's GIS Position: Q1 2026 in Review

Regal Investment Advisors reduced its General Mills (GIS) stake by 4.9% in Q1 2026, selling an estimated $15.3K and leaving 6,860 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #568.

Regal Investment Advisors first reported a position in GIS in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.71M in Q3 2019. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Regal Investment Advisors held 6,860 shares of General Mills worth $255K as of Q1 2026.
  • Regal Investment Advisors sold 353 General Mills shares in Q1 2026, an estimated $15.3K.
  • General Mills made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #568 holding.
  • Regal Investment Advisors first reported a position in General Mills in Q2 2013 and has held it in 39 quarters since.
  • Regal Investment Advisors's General Mills position peaked at $2.71M in Q3 2019.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.