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Wendell David Associates’s General Mills GIS Stock Holding History

Wendell David 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
2025
Q4 		– Sell
-4,032
Closed -$203K – 150
2025
Q3 		$203K Hold
4,032
– – 0.02% 146
2025
Q2 		$209K Hold
4,032
– – 0.02% 144
2025
Q1 		$241K Hold
4,032
– – 0.02% 143
2024
Q4 		$257K Hold
4,032
– – 0.03% 146
2024
Q3 		$298K Sell
4,032
-1,042
-21% -$72.2K 0.03% 142
2024
Q2 		$321K Hold
5,074
– – 0.03% 135
2024
Q1 		$355K Buy
5,074
+42
+0.8% +$2.73K 0.04% 131
2023
Q4 		$328K Hold
5,032
– – 0.04% 136
2023
Q3 		$322K Buy
+5,032
New +$356K 0.04% 128
2017
Q3 		– Sell
-3,782
Closed -$210K – 158
2017
Q2 		$210K Hold
3,782
– – 0.04% 140
2017
Q1 		$223K Sell
3,782
-100
-3% -$6.11K 0.04% 137
2016
Q4 		$240K Hold
3,882
– – 0.05% 135
2016
Q3 		$248K Hold
3,882
– – 0.05% 131
2016
Q2 		$276K Sell
3,882
-7,432
-66% -$473K 0.05% 127
2016
Q1 		$713K Sell
11,314
-100
-0.9% -$5.81K 0.14% 101
2015
Q4 		$662K Buy
11,414
+332
+3% +$19.1K 0.13% 103
2015
Q3 		$621K Sell
11,082
-100
-0.9% -$5.73K 0.13% 104
2015
Q2 		$626K Sell
11,182
-100
-0.9% -$5.6K 0.12% 109
2015
Q1 		$643K Hold
11,282
– – 0.12% 110
2014
Q4 		$598K Hold
11,282
– – 0.12% 113
2014
Q3 		$564K Sell
11,282
-100
-0.9% -$5.24K 0.12% 112
2014
Q2 		$603K Sell
11,382
-100
-0.9% -$5.33K 0.13% 104
2014
Q1 		$597K Hold
11,482
– – 0.13% 107
2013
Q4 		$574K Hold
11,482
– – 0.13% 104
2013
Q3 		$551K Hold
11,482
– – 0.13% 106
2013
Q2 		$563K Buy
+11,482
New +$565K 0.14% 105

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wendell David Associates's GIS Position: Q4 2025 in Review

Wendell David Associates sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,032 shares — an estimated $203K sold.

Wendell David Associates first reported a position in GIS in Q2 2013 and held it in 26 quarters. The position peaked at $713K in Q1 2016. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

  • Wendell David Associates reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
  • Wendell David Associates sold 4,032 General Mills shares in Q4 2025, an estimated $203K.
  • Wendell David Associates first reported a position in General Mills in Q2 2013 and held it in 26 quarters.
  • Wendell David Associates's General Mills position peaked at $713K in Q1 2016.
  • 1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Wendell David Associates's 13F filing for Q4 2025, filed 30 Jan 2026.