Steel Grove Capital Advisors’s General Mills GIS Stock Holding History

Steel Grove Capital 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 Q3	$1.77M	Buy	55,097 +7,912	+17%	+$295K	0.16%	80
2026 Q2	$1.64M	Buy	47,185 +11,971	+34%	+$413K	0.15%	81
2026 Q1	$1.31M	Buy	35,214 +7,103	+25%	+$308K	0.14%	90
2025 Q4	$1.31M	Buy	+28,111	New	+$1.34M	0.14%	78
2024 Q2	–	Sell	-3,338	Closed	-$234K	–	188
2024 Q1	$234K	Buy	+3,338	New	+$217K	0.03%	196
2023 Q3	–	Sell	-2,966	Closed	-$227K	–	202
2023 Q2	$227K	Buy	2,966 +60	+2%	+$5.13K	0.03%	168
2023 Q1	$248K	Sell	2,906 -55	-2%	-$4.39K	0.03%	159
2022 Q4	$248K	Sell	2,961 -24,883	-89%	-$2.03M	0.04%	146
2022 Q3	$2.13M	Buy	27,844 +1,042	+4%	+$79.4K	0.38%	29
2022 Q2	$2.02M	Buy	26,802 +539	+2%	+$37.8K	0.37%	35
2022 Q1	$1.78M	Sell	26,263 -4,396	-14%	-$295K	0.28%	52
2021 Q4	$2.07M	Buy	30,659 +1,064	+4%	+$67.6K	0.41%	32
2021 Q3	$1.77M	Buy	+29,595	New	+$1.75M	0.4%	38

Other funds holding GIS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Steel Grove Capital Advisors's GIS Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its General Mills (GIS) stake by 17% in Q3 2026, buying an estimated $295K and bringing the position to 55,097 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #80.

Steel Grove Capital Advisors first reported a position in GIS in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.13M in Q3 2022. 150 funds tracked by Wall St. Rank hold GIS as of Q3 2026.

Steel Grove Capital Advisors held 55,097 shares of General Mills worth $1.77M as of Q3 2026.
Steel Grove Capital Advisors bought 7,912 General Mills shares in Q3 2026, an estimated $295K.
General Mills made up 0.16% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #80 holding.
Steel Grove Capital Advisors first reported a position in General Mills in Q3 2021 and has held it in 13 quarters since.
Steel Grove Capital Advisors's General Mills position peaked at $2.13M in Q3 2022.
150 funds tracked by Wall St. Rank held General Mills as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.