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Waverly Advisors’s General Mills GIS Stock Holding History

Waverly Advisors’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
Q1 		$3.3M Buy
88,715
+5,664
+7% +$246K 0.02% 517
2025
Q4 		$3.86M Buy
83,051
+77,372
+1,362% +$3.68M 0.03% 431
2025
Q3 		$286K Buy
5,679
+8
+0.1% +$401 ﹤0.01% 1061
2025
Q2 		$294K Sell
5,671
-361
-6% -$19.9K ﹤0.01% 974
2025
Q1 		$361K Buy
6,032
+1,960
+48% +$118K ﹤0.01% 870
2024
Q4 		$260K Sell
4,072
-49
-1% -$3.29K ﹤0.01% 862
2024
Q3 		$304K Sell
4,121
-78
-2% -$5.4K 0.01% 681
2024
Q2 		$266K Sell
4,199
-2,434
-37% -$167K 0.01% 694
2024
Q1 		$464K Buy
6,633
+251
+4% +$16.3K 0.01% 494
2023
Q4 		$416K Sell
6,382
-157
-2% -$10.1K 0.02% 320
2023
Q3 		$418K Sell
6,539
-5,020
-43% -$355K 0.02% 282
2023
Q2 		$887K Buy
11,559
+13
+0.1% +$1.11K 0.04% 195
2023
Q1 		$987K Sell
11,546
-10,958
-49% -$875K 0.05% 147
2022
Q4 		$1.89M Hold
22,504
– – 0.1% 94
2022
Q3 		$1.72M Buy
+22,504
New +$1.72M 0.12% 81
2016
Q1 		– Sell
-5,380
Closed -$310K – 108
2015
Q4 		$310K Buy
+5,380
New +$310K 0.13% 87
2015
Q1 		– Sell
-216
Closed -$12K – 372
2014
Q4 		$12K Sell
216
-167
-44% -$8.63K 0.01% 277
2014
Q3 		$19K Buy
383
+94
+33% +$4.93K 0.01% 345
2014
Q2 		$15K Sell
289
-265
-48% -$14.1K 0.01% 375
2014
Q1 		$29K Sell
554
-5,090
-90% -$252K 0.01% 279
2013
Q4 		$282K Buy
5,644
+167
+3% +$8.31K 0.1% 119
2013
Q3 		$262K Hold
5,477
– – 0.13% 79
2013
Q2 		$266K Buy
+5,477
New +$269K 0.15% 76

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's GIS Position: Q1 2026 in Review

Waverly Advisors increased its General Mills (GIS) stake by 6.8% in Q1 2026, buying an estimated $246K and bringing the position to 88,715 shares worth $3.3M. The position accounts for 0.02% of the portfolio, ranked #517.

Waverly Advisors first reported a position in GIS in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.86M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Waverly Advisors held 88,715 shares of General Mills worth $3.3M as of Q1 2026.
  • Waverly Advisors bought 5,664 General Mills shares in Q1 2026, an estimated $246K.
  • General Mills made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #517 holding.
  • Waverly Advisors first reported a position in General Mills in Q2 2013 and has held it in 23 quarters since.
  • Waverly Advisors's General Mills position peaked at $3.86M in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.