Westbourne Investment Advisors’s General Mills GIS Stock Holding History

Westbourne Investment 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
2025 Q4	–	Sell	-4,000	Closed	-$202K	–	117
2025 Q3	$202K	Hold	4,000	–	–	0.06%	115
2025 Q2	$207K	Hold	4,000	–	–	0.06%	102
2025 Q1	$239K	Hold	4,000	–	–	0.09%	80
2024 Q4	$255K	Hold	4,000	–	–	0.09%	79
2024 Q3	$295K	Hold	4,000	–	–	0.1%	78
2024 Q2	$253K	Hold	4,000	–	–	0.09%	79
2024 Q1	$280K	Hold	4,000	–	–	0.1%	80
2023 Q4	$261K	Hold	4,000	–	–	0.1%	79
2023 Q3	$256K	Hold	4,000	–	–	0.12%	79
2023 Q2	$307K	Hold	4,000	–	–	0.14%	78
2023 Q1	$342K	Hold	4,000	–	–	0.17%	76
2022 Q4	$335K	Hold	4,000	–	–	0.17%	74
2022 Q3	$306K	Hold	4,000	–	–	0.16%	75
2022 Q2	$302K	Hold	4,000	–	–	0.19%	66
2022 Q1	$271K	Hold	4,000	–	–	0.11%	83
2021 Q4	$270K	Hold	4,000	–	–	0.11%	88
2021 Q3	$239K	Hold	4,000	–	–	0.11%	76
2021 Q2	$244K	Hold	4,000	–	–	0.11%	78
2021 Q1	$245K	Hold	4,000	–	–	0.12%	76
2020 Q4	$235K	Hold	4,000	–	–	0.14%	74
2020 Q3	$247K	Hold	4,000	–	–	0.28%	42
2020 Q2	$247K	Sell	4,000 -64	-2%	-$3.86K	0.3%	44
2020 Q1	$214K	Hold	4,064	–	–	0.2%	77
2019 Q4	$218K	Hold	4,064	–	–	0.15%	92
2019 Q3	$224K	Hold	4,064	–	–	0.17%	90
2019 Q2	$213K	Hold	4,064	–	–	0.17%	87
2019 Q1	$210K	Buy	+4,064	New	+$184K	0.16%	95
2018 Q4	–	Sell	-4,064	Closed	-$174K	–	110
2018 Q3	$174K	Buy	+4,064	New	+$184K	0.13%	101

Other funds holding GIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westbourne Investment Advisors's GIS Position: Q4 2025 in Review

Westbourne Investment Advisors sold out of General Mills (GIS) in Q4 2025, closing a stake of 4,000 shares — an estimated $202K sold.

Westbourne Investment Advisors first reported a position in GIS in Q3 2018 and held it in 28 quarters. The position peaked at $342K in Q1 2023. 1,412 funds tracked by Wall St. Rank hold GIS as of Q4 2025.

Westbourne Investment Advisors reported no remaining General Mills position as of Q4 2025 after selling out during the quarter.
Westbourne Investment Advisors sold 4,000 General Mills shares in Q4 2025, an estimated $202K.
Westbourne Investment Advisors first reported a position in General Mills in Q3 2018 and held it in 28 quarters.
Westbourne Investment Advisors's General Mills position peaked at $342K in Q1 2023.
1,412 funds tracked by Wall St. Rank held General Mills as of Q4 2025.

Based on Westbourne Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.