Waterloo Capital’s General Mills GIS Stock Holding History

Waterloo Capital’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
2025 Q2	–	Sell	-5,311	Closed	-$318K	–	464
2025 Q1	$318K	Sell	5,311 -1,558	-23%	-$93.6K	0.03%	310
2024 Q4	$438K	Buy	6,869 +665	+11%	+$44.6K	0.05%	251
2024 Q3	$458K	Buy	+6,204	New	+$430K	0.05%	256

Other funds holding GIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Waterloo Capital's GIS Position: Q2 2025 in Review

Waterloo Capital sold out of General Mills (GIS) in Q2 2025, closing a stake of 5,311 shares — an estimated $318K sold.

Waterloo Capital first reported a position in GIS in Q3 2024 and held it in 3 quarters. The position peaked at $458K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

Waterloo Capital reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
Waterloo Capital sold 5,311 General Mills shares in Q2 2025, an estimated $318K.
Waterloo Capital first reported a position in General Mills in Q3 2024 and held it in 3 quarters.
Waterloo Capital's General Mills position peaked at $458K in Q3 2024.
1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.