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Richards, Merrill & Peterson’s General Mills GIS Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-235
Closed -$14.1K – 311
2025
Q1 		$14.1K Hold
235
– – 0.01% 368
2024
Q4 		$15K Buy
+235
New +$15.8K 0.01% 352

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Richards, Merrill & Peterson's GIS Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of General Mills (GIS) in Q2 2025, closing a stake of 235 shares — an estimated $14.1K sold.

Richards, Merrill & Peterson first reported a position in GIS in Q4 2024 and held it in 2 quarters. The position peaked at $15K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 235 General Mills shares in Q2 2025, an estimated $14.1K.
  • Richards, Merrill & Peterson first reported a position in General Mills in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's General Mills position peaked at $15K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.