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Schwarz Dygos Wheeler Investment Advisors’s General Mills GIS Stock Holding History

Schwarz Dygos Wheeler 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
Q2 		$423K Hold
12,153
– – 0.08% 117
2026
Q1 		$452K Hold
12,153
– – 0.09% 110
2025
Q4 		$565K Buy
12,153
+225
+2% +$10.7K 0.12% 100
2025
Q3 		$601K Hold
11,928
– – 0.13% 96
2025
Q2 		$618K Buy
11,928
+467
+4% +$25.8K 0.14% 98
2025
Q1 		$685K Hold
11,461
– – 0.16% 90
2024
Q4 		$731K Buy
11,461
+2,220
+24% +$149K 0.18% 86
2024
Q3 		$682K Hold
9,241
– – 0.17% 90
2024
Q2 		$585K Buy
9,241
+284
+3% +$19.5K 0.16% 92
2024
Q1 		$627K Hold
8,957
– – 0.18% 88
2023
Q4 		$583K Hold
8,957
– – 0.18% 85
2023
Q3 		$573K Sell
8,957
-20
-0.2% -$1.41K 0.19% 80
2023
Q2 		$689K Sell
8,977
-1,311
-13% -$112K 0.23% 68
2023
Q1 		$879K Buy
10,288
+20
+0.2% +$1.6K 0.32% 54
2022
Q4 		$861K Sell
10,268
-1,418
-12% -$115K 0.34% 53
2022
Q3 		$895K Hold
11,686
– – 0.4% 50
2022
Q2 		$882K Hold
11,686
– – 0.35% 56
2022
Q1 		$791K Hold
11,686
– – 0.27% 58
2021
Q4 		$787K Hold
11,686
– – 0.27% 64
2021
Q3 		$699K Hold
11,686
– – 0.26% 64
2021
Q2 		$712K Hold
11,686
– – 0.26% 65
2021
Q1 		$717K Sell
11,686
-576
-5% -$33.2K 0.3% 61
2020
Q4 		$721K Buy
12,262
+100
+0.8% +$6.05K 0.35% 47
2020
Q3 		$750K Sell
12,162
-150
-1% -$9.38K 0.42% 47
2020
Q2 		$783K Sell
12,312
-675
-5% -$40.7K 0.51% 41
2020
Q1 		$685K Sell
12,987
-115
-0.9% -$6.07K 0.58% 38
2019
Q4 		$702K Buy
13,102
+222
+2% +$11.7K 0.48% 42
2019
Q3 		$710K Buy
12,880
+201
+2% +$10.8K 0.56% 39
2019
Q2 		$666K Buy
12,679
+173
+1% +$8.94K 0.55% 39
2019
Q1 		$647K Buy
12,506
+1,465
+13% +$66.3K 0.56% 40
2018
Q4 		$430K Buy
+11,041
New +$466K 0.46% 42

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GIS Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its General Mills (GIS) position steady in Q2 2026 at 12,153 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #117.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $895K in Q3 2022. 767 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 12,153 shares of General Mills worth $423K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its General Mills share count unchanged in Q2 2026.
  • General Mills made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in General Mills in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's General Mills position peaked at $895K in Q3 2022.
  • 767 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.