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Waldron Private Wealth’s General Mills GIS Stock Holding History

Waldron Private Wealth’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 		$248K Sell
7,125
-243
-3% -$8.39K 0.01% 311
2026
Q1 		$274K Buy
7,368
+522
+8% +$22.7K 0.01% 287
2025
Q4 		$318K Sell
6,846
-6,060
-47% -$288K 0.01% 258
2025
Q3 		$651K Sell
12,906
-14
-0.1% -$702 0.03% 177
2025
Q2 		$669K Sell
12,920
-18
-0.1% -$993 0.03% 168
2025
Q1 		$774K Buy
12,938
+3,228
+33% +$194K 0.04% 152
2024
Q4 		$619K Sell
9,710
-389
-4% -$26.1K 0.02% 223
2024
Q3 		$746K Buy
+10,099
New +$700K 0.03% 196
2024
Q2 		– Sell
-2,983
Closed -$209K – 431
2024
Q1 		$209K Sell
2,983
-486
-14% -$31.6K 0.01% 391
2023
Q4 		$226K Buy
3,469
+176
+5% +$11.4K 0.01% 364
2023
Q3 		$211K Buy
3,293
+320
+11% +$22.6K 0.01% 350
2023
Q2 		$228K Sell
2,973
-537
-15% -$45.9K 0.01% 334
2023
Q1 		$300K Buy
3,510
+392
+13% +$31.3K 0.01% 326
2022
Q4 		$238K Hold
3,118
– – 0.01% 328
2022
Q3 		$238K Buy
+3,118
New +$238K 0.01% 330
2021
Q1 		– Sell
-3,476
Closed -$204K – 309
2020
Q4 		$204K Buy
+3,476
New +$210K 0.02% 278
2017
Q2 		– Sell
-7,128
Closed -$420K – 167
2017
Q1 		$420K Buy
+7,128
New +$436K 0.11% 123

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Waldron Private Wealth's GIS Position: Q2 2026 in Review

Waldron Private Wealth reduced its General Mills (GIS) stake by 3.3% in Q2 2026, selling an estimated $8.39K and leaving 7,125 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #311.

Waldron Private Wealth first reported a position in GIS in Q1 2017 and has held it in 17 quarters since. The position peaked at $774K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Waldron Private Wealth held 7,125 shares of General Mills worth $248K as of Q2 2026.
  • Waldron Private Wealth sold 243 General Mills shares in Q2 2026, an estimated $8.39K.
  • General Mills made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #311 holding.
  • Waldron Private Wealth first reported a position in General Mills in Q1 2017 and has held it in 17 quarters since.
  • Waldron Private Wealth's General Mills position peaked at $774K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.