Valeo Financial Advisors’s General Mills GIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
37,953
+5,158
+16% +$178K 0.03% 258
2026
Q1
$1.22M Buy
32,795
+891
+3% +$38.7K 0.03% 240
2025
Q4
$1.48M Sell
31,904
-300
-0.9% -$14.3K 0.03% 218
2025
Q3
$1.62M Buy
32,204
+6,509
+25% +$326K 0.04% 201
2025
Q2
$1.33M Sell
25,695
-556
-2% -$30.7K 0.03% 233
2025
Q1
$1.57M Buy
26,251
+1,178
+5% +$70.8K 0.04% 190
2024
Q4
$1.6M Sell
25,073
-2,445
-9% -$164K 0.04% 178
2024
Q3
$2.03M Sell
27,518
-946
-3% -$65.5K 0.06% 155
2024
Q2
$1.8M Buy
28,464
+1,114
+4% +$76.5K 0.06% 161
2024
Q1
$1.96M Buy
27,350
+701
+3% +$45.6K 0.07% 145
2023
Q4
$1.74M Buy
26,649
+1,103
+4% +$71.2K 0.07% 146
2023
Q3
$1.63M Sell
25,546
-472
-2% -$33.4K 0.07% 150
2023
Q2
$2M Sell
26,018
-354
-1% -$30.3K 0.09% 123
2023
Q1
$2.25M Buy
26,372
+653
+3% +$52.1K 0.11% 113
2022
Q4
$2.16M Buy
25,719
+1,616
+7% +$132K 0.12% 104
2022
Q3
$1.85M Buy
24,103
+1,058
+5% +$80.6K 0.12% 107
2022
Q2
$1.74M Sell
23,045
-995
-4% -$69.7K 0.11% 112
2022
Q1
$1.63M Sell
24,040
-3,004
-11% -$201K 0.08% 140
2021
Q4
$1.82M Sell
27,044
-314
-1% -$19.9K 0.1% 125
2021
Q3
$1.64M Buy
27,358
+1,734
+7% +$102K 0.09% 130
2021
Q2
$1.56M Sell
25,624
-83
-0.3% -$5.13K 0.09% 130
2021
Q1
$1.58M Sell
25,707
-3,113
-11% -$180K 0.07% 144
2020
Q4
$1.7M Buy
28,820
+852
+3% +$51.5K 0.09% 118
2020
Q3
$1.73M Sell
27,968
-1,751
-6% -$109K 0.15% 90
2020
Q2
$1.83M Sell
29,719
-1,695
-5% -$102K 0.17% 84
2020
Q1
$1.8M Sell
31,414
-1,995
-6% -$105K 0.19% 79
2019
Q4
$1.79M Sell
33,409
-486
-1% -$25.6K 0.17% 88
2019
Q3
$1.87M Sell
33,895
-2,882
-8% -$155K 0.21% 74
2019
Q2
$1.93M Sell
36,777
-2,866
-7% -$148K 0.22% 75
2019
Q1
$2.05M Buy
39,643
+20,475
+107% +$927K 0.25% 68
2018
Q4
$746K Buy
19,168
+3,961
+26% +$167K 0.1% 137
2018
Q3
$668K Buy
15,207
+141
+0.9% +$6.38K 0.09% 148
2018
Q2
$685K Buy
15,066
+4,243
+39% +$186K 0.1% 140
2018
Q1
$488K Sell
10,823
-1,835
-14% -$99.5K 0.08% 156
2017
Q4
$750K Buy
12,658
+5,440
+75% +$294K 0.12% 119
2017
Q3
$374K Buy
+7,218
New +$396K 0.08% 153

Other funds holding GIS

Valeo Financial Advisors's GIS Position: Q2 2026 in Review

Valeo Financial Advisors increased its General Mills (GIS) stake by 16% in Q2 2026, buying an estimated $178K and bringing the position to 37,953 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #258.

Valeo Financial Advisors first reported a position in GIS in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.25M in Q1 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Valeo Financial Advisors held 37,953 shares of General Mills worth $1.32M as of Q2 2026.
  • Valeo Financial Advisors bought 5,158 General Mills shares in Q2 2026, an estimated $178K.
  • General Mills made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #258 holding.
  • Valeo Financial Advisors first reported a position in General Mills in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's General Mills position peaked at $2.25M in Q1 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.