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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
2026
Q2 		$231K Buy
+6,632
New +$229K 0.01% 515
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

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 $3.38T AUM 44.17% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Waterloo Capital's GIS Position: Q2 2026 in Review

Waterloo Capital opened a new position in General Mills (GIS) in Q2 2026: 6,632 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in GIS as recently as Q1 2025.

Waterloo Capital first reported a position in GIS in Q3 2024 and has held it in 4 quarters since. The position peaked at $458K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Waterloo Capital held 6,632 shares of General Mills worth $231K as of Q2 2026.
  • General Mills was a new Waterloo Capital position in Q2 2026.
  • General Mills made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #515 holding.
  • Waterloo Capital first reported a position in General Mills in Q3 2024 and has held it in 4 quarters since.
  • Waterloo Capital's General Mills position peaked at $458K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.