SS&H Financial Advisors’s General Mills GIS Stock Holding History

SS&H Financial 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	$508K	Buy	+14,608	New	+$504K	0.13%	98
2025 Q4	$679K	Hold	14,608	–	–	0.2%	77
2025 Q3	$737K	Hold	14,608	–	–	0.22%	71
2025 Q2	$757K	Sell	14,608 -1,500	-9%	-$82.8K	0.25%	72
2025 Q1	$963K	Hold	16,108	–	–	0.36%	61
2024 Q4	$1.03M	Hold	16,108	–	–	0.37%	61
2024 Q3	$1.19M	Hold	16,108	–	–	0.43%	52
2024 Q2	$1.02M	Hold	16,108	–	–	0.4%	59
2024 Q1	$1.13M	Hold	16,108	–	–	0.47%	54
2023 Q4	$1.05M	Hold	16,108	–	–	0.44%	55
2023 Q3	$1.03M	Buy	+16,108	New	+$1.14M	0.48%	52
2023 Q1	$1.38M	Hold	16,108	–	–	0.63%	45
2022 Q4	$1.35M	Hold	16,108	–	–	0.64%	47
2022 Q3	$1.23M	Hold	16,108	–	–	0.64%	48
2022 Q2	$1.22M	Hold	16,108	–	–	0.56%	51
2022 Q1	$1.09M	Buy	+16,108	New	+$1.08M	0.43%	62

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SS&H Financial Advisors's GIS Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in General Mills (GIS) in Q2 2026: 14,608 shares worth $508K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in GIS as recently as Q4 2025.

SS&H Financial Advisors first reported a position in GIS in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

SS&H Financial Advisors held 14,608 shares of General Mills worth $508K as of Q2 2026.
General Mills was a new SS&H Financial Advisors position in Q2 2026.
General Mills made up 0.13% of SS&H Financial Advisors's portfolio in Q2 2026, its #98 holding.
SS&H Financial Advisors first reported a position in General Mills in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's General Mills position peaked at $1.38M in Q1 2023.
1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.