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Swisher Financial Concepts’s General Mills GIS Stock Holding History

Swisher Financial Concepts’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 		$212K Sell
6,100
-375
-6% -$12.9K 0.13% 67
2026
Q1 		$241K Hold
6,475
– – 0.13% 89
2025
Q4 		$301K Hold
6,475
– – 0.17% 72
2025
Q3 		$326K Hold
6,475
– – 0.2% 62
2025
Q2 		$335K Buy
+6,475
New +$357K 0.22% 61

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 $3.37T AUM 44.26% 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

Swisher Financial Concepts's GIS Position: Q2 2026 in Review

Swisher Financial Concepts reduced its General Mills (GIS) stake by 5.8% in Q2 2026, selling an estimated $12.9K and leaving 6,100 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #67.

Swisher Financial Concepts first reported a position in GIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $335K in Q2 2025. 1,334 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Swisher Financial Concepts held 6,100 shares of General Mills worth $212K as of Q2 2026.
  • Swisher Financial Concepts sold 375 General Mills shares in Q2 2026, an estimated $12.9K.
  • General Mills made up 0.13% of Swisher Financial Concepts's portfolio in Q2 2026, its #67 holding.
  • Swisher Financial Concepts first reported a position in General Mills in Q2 2025 and has held it in 5 quarters since.
  • Swisher Financial Concepts's General Mills position peaked at $335K in Q2 2025.
  • 1,334 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.