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Shepherd Financial Partners’s General Mills GIS Stock Holding History

Shepherd Financial 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
2025
Q2 		– Sell
-18,700
Closed -$1.12M – 241
2025
Q1 		$1.12M Buy
18,700
+4
+0% +$240 0.13% 101
2024
Q4 		$1.19M Sell
18,696
-375
-2% -$25.2K 0.14% 88
2024
Q3 		$1.41M Buy
19,071
+1,134
+6% +$78.6K 0.17% 78
2024
Q2 		$1.13M Buy
17,937
+182
+1% +$12.5K 0.15% 90
2024
Q1 		$1.24M Buy
17,755
+178
+1% +$11.6K 0.16% 86
2023
Q4 		$1.14M Buy
17,577
+75
+0.4% +$4.84K 0.16% 87
2023
Q3 		$1.12M Buy
17,502
+776
+5% +$54.8K 0.18% 80
2023
Q2 		$1.28M Buy
16,726
+595
+4% +$50.9K 0.2% 77
2023
Q1 		$1.38M Sell
16,131
-494
-3% -$39.4K 0.23% 69
2022
Q4 		$1.39M Buy
16,625
+103
+0.6% +$8.39K 0.25% 65
2022
Q3 		$1.27M Buy
16,522
+230
+1% +$17.5K 0.25% 70
2022
Q2 		$1.23M Buy
16,292
+528
+3% +$37K 0.24% 72
2022
Q1 		$1.07M Buy
15,764
+83
+0.5% +$5.57K 0.19% 84
2021
Q4 		$1.05M Buy
15,681
+683
+5% +$43.4K 0.18% 87
2021
Q3 		$897K Buy
14,998
+197
+1% +$11.6K 0.17% 91
2021
Q2 		$902K Buy
14,801
+951
+7% +$58.8K 0.17% 91
2021
Q1 		$849K Buy
13,850
+84
+0.6% +$4.85K 0.19% 93
2020
Q4 		$809K Buy
13,766
+1,407
+11% +$85.1K 0.18% 91
2020
Q3 		$762K Buy
12,359
+4,051
+49% +$253K 0.18% 83
2020
Q2 		$512K Sell
8,308
-180
-2% -$10.9K 0.14% 86
2020
Q1 		$447K Buy
+8,488
New +$448K 0.15% 84

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

Shepherd Financial Partners's GIS Position: Q2 2025 in Review

Shepherd Financial Partners sold out of General Mills (GIS) in Q2 2025, closing a stake of 18,700 shares — an estimated $1.12M sold.

Shepherd Financial Partners first reported a position in GIS in Q1 2020 and held it in 21 quarters. The position peaked at $1.41M in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • Shepherd Financial Partners reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 18,700 General Mills shares in Q2 2025, an estimated $1.12M.
  • Shepherd Financial Partners first reported a position in General Mills in Q1 2020 and held it in 21 quarters.
  • Shepherd Financial Partners's General Mills position peaked at $1.41M in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Shepherd Financial Partners's 13F filing for Q2 2025, filed 13 Aug 2025.