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Whipplewood Advisors’s General Mills GIS Stock Holding History

Whipplewood 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
Q2 		– Sell
-25
Closed -$931 – 821
2026
Q1 		$931 Buy
+25
New +$1.09K ﹤0.01% 904
2025
Q3 		– Sell
-102
Closed -$5.29K – 653
2025
Q2 		$5.29K Buy
102
+38
+59% +$2.1K ﹤0.01% 686
2025
Q1 		$3.47K Sell
64
-10
-14% -$601 ﹤0.01% 770
2024
Q4 		$4.72K Buy
+74
New +$4.96K ﹤0.01% 709

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's GIS Position: Q2 2026 in Review

Whipplewood Advisors sold out of General Mills (GIS) in Q2 2026, closing a stake of 25 shares — an estimated $931 sold.

Whipplewood Advisors first reported a position in GIS in Q4 2024 and held it in 4 quarters. The position peaked at $5.29K in Q2 2025. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Whipplewood Advisors reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 25 General Mills shares in Q2 2026, an estimated $931.
  • Whipplewood Advisors first reported a position in General Mills in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's General Mills position peaked at $5.29K in Q2 2025.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.