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Waddell & Associates’s General Mills GIS Stock Holding History

Waddell & Associates’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 		$286K Sell
8,231
-12,595
-60% -$435K 0.01% 416
2026
Q1 		$775K Buy
+20,826
New +$904K 0.04% 143

Other funds holding GIS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waddell & Associates's GIS Position: Q2 2026 in Review

Waddell & Associates reduced its General Mills (GIS) stake by 60% in Q2 2026, selling an estimated $435K and leaving 8,231 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #416.

Waddell & Associates first reported a position in GIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $775K in Q1 2026. 440 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Waddell & Associates held 8,231 shares of General Mills worth $286K as of Q2 2026.
  • Waddell & Associates sold 12,595 General Mills shares in Q2 2026, an estimated $435K.
  • General Mills made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #416 holding.
  • Waddell & Associates first reported a position in General Mills in Q1 2026 and has held it in 2 quarters since.
  • Waddell & Associates's General Mills position peaked at $775K in Q1 2026.
  • 440 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.