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Steward Partners Investment Advisory’s General Mills GIS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.01M Sell
27,180
-5,425
-17% -$236K 0.01% 1161
2025
Q4 		$1.52M Sell
32,605
-3,973
-11% -$189K 0.01% 893
2025
Q3 		$1.84M Sell
36,578
-539,109
-94% -$27M 0.01% 806
2025
Q2 		$29.8M Sell
575,687
-524
-0.1% -$28.9K 0.23% 87
2025
Q1 		$34.5M Sell
576,211
-2,227
-0.4% -$134K 0.3% 65
2024
Q4 		$36.9M Sell
578,438
-618
-0.1% -$41.5K 0.33% 62
2024
Q3 		$42.8M Buy
579,056
+4,265
+0.7% +$295K 0.4% 48
2024
Q2 		$36.4M Sell
574,791
-658
-0.1% -$45.2K 0.38% 51
2024
Q1 		$40.3M Buy
575,449
+2,889
+0.5% +$188K 0.44% 44
2023
Q4 		$37.3M Sell
572,560
-3,650
-0.6% -$236K 0.5% 35
2023
Q3 		$36.9M Sell
576,210
-84,481
-13% -$5.97M 0.57% 31
2023
Q2 		$50.7M Buy
660,691
+4,729
+0.7% +$404K 0.76% 19
2023
Q1 		$56.1M Sell
655,962
-16,512
-2% -$1.32M 0.9% 15
2022
Q4 		$56.4M Buy
672,474
+46,990
+8% +$3.83M 0.96% 14
2022
Q3 		$47.9M Buy
625,484
+53,595
+9% +$4.09M 0.9% 14
2022
Q2 		$43.1M Sell
571,889
-127,914
-18% -$8.96M 0.79% 16
2022
Q1 		$47.4M Sell
699,803
-3,193
-0.5% -$214K 0.73% 18
2021
Q4 		$47.4M Sell
702,996
-3,457
-0.5% -$220K 0.72% 19
2021
Q3 		$42.3M Buy
706,453
+797
+0.1% +$47.1K 0.73% 17
2021
Q2 		$43M Sell
705,656
-3,436
-0.5% -$213K 0.73% 16
2021
Q1 		$43.5M Buy
709,092
+3,458
+0.5% +$200K 0.76% 15
2020
Q4 		$41.5M Sell
705,634
-117
-0% -$7.08K 0.9% 13
2020
Q3 		$43.5M Buy
705,751
+164
+0% +$10.3K 1.1% 10
2020
Q2 		$43.5M Buy
705,587
+1,514
+0.2% +$91.3K 1.24% 7
2020
Q1 		$37.2M Sell
704,073
-4,272
-0.6% -$226K 1.36% 7
2019
Q4 		$37.9M Sell
708,345
-1,974
-0.3% -$104K 1.12% 10
2019
Q3 		$39.2M Sell
710,319
-1,683
-0.2% -$90.7K 1.32% 8
2019
Q2 		$37.4M Sell
712,002
-1,329
-0.2% -$68.7K 1.37% 7
2019
Q1 		$36.9M Sell
713,331
-15,536
-2% -$704K 1.56% 5
2018
Q4 		$28.4M Buy
728,867
+685,139
+1,567% +$28.9M 1.38% 7
2018
Q3 		$1.88M Buy
43,728
+10,747
+33% +$487K 0.09% 230
2018
Q2 		$1.46M Buy
32,981
+12,576
+62% +$550K 0.09% 233
2018
Q1 		$919K Sell
20,405
-5,032
-20% -$273K 0.06% 279
2017
Q4 		$1.51M Buy
25,437
+1,802
+8% +$97.5K 0.12% 191
2017
Q3 		$1.22M Sell
23,635
-17,147
-42% -$940K 0.12% 165
2017
Q2 		$2.26M Buy
40,782
+28,854
+242% +$1.65M 0.25% 100
2017
Q1 		$703K Buy
11,928
+4,275
+56% +$261K 0.11% 168
2016
Q4 		$472K Buy
+7,653
New +$474K 0.22% 109

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's GIS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its General Mills (GIS) stake by 17% in Q1 2026, selling an estimated $236K and leaving 27,180 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1161.

Steward Partners Investment Advisory first reported a position in GIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.4M in Q4 2022. 1,309 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Steward Partners Investment Advisory held 27,180 shares of General Mills worth $1.01M as of Q1 2026.
  • Steward Partners Investment Advisory sold 5,425 General Mills shares in Q1 2026, an estimated $236K.
  • General Mills made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1161 holding.
  • Steward Partners Investment Advisory first reported a position in General Mills in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's General Mills position peaked at $56.4M in Q4 2022.
  • 1,309 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.