Turtle Creek Wealth Advisors’s General Mills GIS Stock Holding History

Turtle Creek Wealth 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	$832K	Buy	+23,915	New	+$826K	0.04%	187
2026 Q1	–	Sell	-6,116	Closed	-$284K	–	492
2025 Q4	$284K	Sell	6,116 -3,460	-36%	-$164K	0.02%	313
2025 Q3	$483K	Buy	+9,576	New	+$480K	0.04%	216
2024 Q1	–	Sell	-1,049	Closed	-$68.3K	–	443
2023 Q4	$68.3K	Buy	+1,049	New	+$67.7K	0.02%	238

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Turtle Creek Wealth Advisors's GIS Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in General Mills (GIS) in Q2 2026: 23,915 shares worth $832K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in GIS as recently as Q4 2025.

Turtle Creek Wealth Advisors first reported a position in GIS in Q4 2023 and has held it in 4 quarters since. 620 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Turtle Creek Wealth Advisors held 23,915 shares of General Mills worth $832K as of Q2 2026.
General Mills was a new Turtle Creek Wealth Advisors position in Q2 2026.
General Mills made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Turtle Creek Wealth Advisors first reported a position in General Mills in Q4 2023 and has held it in 4 quarters since.
620 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.