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Strategic Investment Advisors’s General Mills GIS Stock Holding History

Strategic 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 		$483K Buy
13,869
+1,204
+10% +$41.6K 0.03% 219
2026
Q1 		$471K Buy
12,665
+1,307
+12% +$56.8K 0.03% 227
2025
Q4 		$528K Sell
11,358
-819
-7% -$38.9K 0.05% 159
2025
Q3 		$614K Sell
12,177
-293
-2% -$14.7K 0.06% 144
2025
Q2 		$644K Sell
12,470
-675
-5% -$37.2K 0.06% 134
2025
Q1 		$786K Sell
13,145
-188
-1% -$11.3K 0.08% 125
2024
Q4 		$850K Sell
13,333
-265
-2% -$17.8K 0.09% 125
2024
Q3 		$1M Sell
13,598
-37
-0.3% -$2.56K 0.11% 115
2024
Q2 		$863K Sell
13,635
-192
-1% -$13.2K 0.11% 123
2024
Q1 		$967K Buy
13,827
+374
+3% +$24.4K 0.12% 111
2023
Q4 		$876K Buy
13,453
+494
+4% +$31.9K 0.13% 107
2023
Q3 		$829K Buy
12,959
+744
+6% +$52.6K 0.14% 109
2023
Q2 		$937K Buy
12,215
+722
+6% +$61.7K 0.13% 78
2023
Q1 		$982K Buy
11,493
+300
+3% +$24K 0.18% 80
2022
Q4 		$939K Buy
11,193
+134
+1% +$10.9K 0.19% 84
2022
Q3 		$847K Buy
11,059
+291
+3% +$22.2K 0.19% 84
2022
Q2 		$812K Buy
10,768
+563
+6% +$39.4K 0.16% 94
2022
Q1 		$691K Sell
10,205
-290
-3% -$19.5K 0.13% 133
2021
Q4 		$707K Buy
10,495
+281
+3% +$17.9K 0.14% 140
2021
Q3 		$611K Buy
10,214
+948
+10% +$56K 0.13% 143
2021
Q2 		$565K Buy
9,266
+634
+7% +$39.2K 0.13% 154
2021
Q1 		$529K Buy
+8,632
New +$498K 0.14% 124
2019
Q2 		– Sell
-3,957
Closed -$205K – 152
2019
Q1 		$205K Buy
+3,957
New +$179K 0.14% 126

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

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

Strategic Investment Advisors increased its General Mills (GIS) stake by 9.5% in Q2 2026, buying an estimated $41.6K and bringing the position to 13,869 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #219.

Strategic Investment Advisors first reported a position in GIS in Q1 2019 and has held it in 23 quarters since. The position peaked at $1M in Q3 2024. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Strategic Investment Advisors held 13,869 shares of General Mills worth $483K as of Q2 2026.
  • Strategic Investment Advisors bought 1,204 General Mills shares in Q2 2026, an estimated $41.6K.
  • General Mills made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #219 holding.
  • Strategic Investment Advisors first reported a position in General Mills in Q1 2019 and has held it in 23 quarters since.
  • Strategic Investment Advisors's General Mills position peaked at $1M in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.