Stephens Consulting’s General Mills GIS Stock Holding History

Stephens Consulting’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 Q4	$24.5K	Hold	526	–	–	0.01%	183
2025 Q3	$26.5K	Sell	526 -13	-2%	-$652	0.01%	174
2025 Q2	$27.9K	Buy	539 +13	+2%	+$717	0.01%	239
2025 Q1	$31.4K	Hold	526	–	–	0.01%	224
2024 Q4	$33.5K	Hold	526	–	–	0.01%	213
2024 Q3	$38.8K	Hold	526	–	–	0.01%	209
2024 Q2	$33.3K	Hold	526	–	–	0.01%	215
2024 Q1	$36.8K	Hold	526	–	–	0.01%	199
2023 Q4	$34.3K	Hold	526	–	–	0.01%	211
2023 Q3	$33.7K	Hold	526	–	–	0.01%	207
2023 Q2	$40.3K	Sell	526 -90	-15%	-$7.69K	0.02%	187
2023 Q1	$52.6K	Hold	616	–	–	0.03%	167
2022 Q4	$51.7K	Hold	616	–	–	0.03%	167
2022 Q3	$47.2K	Buy	616 +40	+7%	+$3.05K	0.04%	179
2022 Q2	$43.5K	Buy	576 +50	+10%	+$3.5K	0.04%	184
2022 Q1	$35.6K	Sell	526 -2,204	-81%	-$148K	0.03%	219
2021 Q4	$184K	Buy	+2,730	New	+$173K	0.15%	105

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's GIS Position: Q4 2025 in Review

Stephens Consulting held its General Mills (GIS) position steady in Q4 2025 at 526 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #183.

Stephens Consulting first reported a position in GIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $184K in Q4 2021. 1,410 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Stephens Consulting held 526 shares of General Mills worth $24.5K as of Q4 2025.
Stephens Consulting left its General Mills share count unchanged in Q4 2025.
General Mills made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #183 holding.
Stephens Consulting first reported a position in General Mills in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's General Mills position peaked at $184K in Q4 2021.
1,410 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.