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Soltis Investment Advisors’s General Mills GIS Stock Holding History

Soltis 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 		$417K Buy
11,970
+6,104
+104% +$211K 0.02% 397
2026
Q1 		$218K Buy
+5,866
New +$255K 0.01% 526
2025
Q2 		– Sell
-40,141
Closed -$2.4M – 400
2025
Q1 		$2.4M Buy
+40,141
New +$2.41M 0.21% 112
2024
Q2 		– Sell
-5,025
Closed -$352K – 339
2024
Q1 		$352K Buy
5,025
+112
+2% +$7.29K 0.04% 233
2023
Q4 		$320K Sell
4,913
-1,432
-23% -$92.4K 0.04% 234
2023
Q3 		$406K Buy
+6,345
New +$448K 0.05% 185
2023
Q2 		– Sell
-35,506
Closed -$3.03M – 269
2023
Q1 		$3.03M Sell
35,506
-4,941
-12% -$395K 0.39% 76
2022
Q4 		$3.39M Sell
40,447
-585
-1% -$47.6K 0.45% 66
2022
Q3 		$3.14M Sell
41,032
-10,006
-20% -$763K 0.47% 64
2022
Q2 		$3.85M Buy
51,038
+9,578
+23% +$671K 0.56% 40
2022
Q1 		$2.81M Buy
41,460
+8,662
+26% +$581K 0.39% 62
2021
Q4 		$2.21M Buy
32,798
+3,022
+10% +$192K 0.31% 71
2021
Q3 		$1.78M Buy
29,776
+2,095
+8% +$124K 0.28% 79
2021
Q2 		$1.69M Buy
27,681
+3,986
+17% +$247K 0.27% 80
2021
Q1 		$1.45M Buy
23,695
+5,974
+34% +$345K 0.27% 76
2020
Q4 		$1.04M Buy
17,721
+4,106
+30% +$248K 0.19% 89
2020
Q3 		$840K Sell
13,615
-821
-6% -$51.3K 0.2% 89
2020
Q2 		$890K Buy
14,436
+4,362
+43% +$263K 0.23% 74
2020
Q1 		$532K Buy
10,074
+1,616
+19% +$85.3K 0.17% 73
2019
Q4 		$453K Buy
+8,458
New +$446K 0.09% 92

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

Soltis Investment Advisors's GIS Position: Q2 2026 in Review

Soltis Investment Advisors increased its General Mills (GIS) stake by 104% in Q2 2026, buying an estimated $211K and bringing the position to 11,970 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #397.

Soltis Investment Advisors first reported a position in GIS in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.85M in Q2 2022. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Soltis Investment Advisors held 11,970 shares of General Mills worth $417K as of Q2 2026.
  • Soltis Investment Advisors bought 6,104 General Mills shares in Q2 2026, an estimated $211K.
  • General Mills made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #397 holding.
  • Soltis Investment Advisors first reported a position in General Mills in Q4 2019 and has held it in 20 quarters since.
  • Soltis Investment Advisors's General Mills position peaked at $3.85M in Q2 2022.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.