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XML Financial’s General Mills GIS Stock Holding History

XML Financial’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 		$729K Sell
20,944
-7,012
-25% -$242K 0.05% 234
2026
Q1 		$1.04M Buy
27,956
+170
+0.6% +$7.38K 0.08% 175
2025
Q4 		$1.29M Sell
27,786
-4,191
-13% -$199K 0.11% 156
2025
Q3 		$1.61M Buy
31,977
+700
+2% +$35.1K 0.13% 145
2025
Q2 		$1.62M Buy
31,277
+3,141
+11% +$173K 0.14% 137
2025
Q1 		$1.68M Sell
28,136
-648
-2% -$38.9K 0.16% 124
2024
Q4 		$1.84M Sell
28,784
-318
-1% -$21.3K 0.17% 124
2024
Q3 		$2.15M Sell
29,102
-651
-2% -$45.1K 0.2% 112
2024
Q2 		$1.88M Sell
29,753
-121
-0.4% -$8.31K 0.19% 117
2024
Q1 		$2.09M Sell
29,874
-4,383
-13% -$285K 0.21% 112
2023
Q4 		$2.23M Buy
34,257
+2,152
+7% +$139K 0.24% 104
2023
Q3 		$2.05M Buy
32,105
+1,110
+4% +$78.4K 0.25% 100
2023
Q2 		$2.38M Buy
30,995
+127
+0.4% +$10.9K 0.28% 93
2023
Q1 		$2.64M Sell
30,868
-507
-2% -$40.5K 0.32% 87
2022
Q4 		$2.63M Sell
31,375
-674
-2% -$54.9K 0.33% 91
2022
Q3 		$2.46M Buy
+32,049
New +$2.44M 0.34% 83
2022
Q2 		– Sell
-30,919
Closed -$2.09M – 271
2022
Q1 		$2.09M Buy
30,919
+102
+0.3% +$6.84K 0.25% 101
2021
Q4 		$2.08M Sell
30,817
-78
-0.3% -$4.96K 0.25% 98
2021
Q3 		$1.85M Buy
+30,895
New +$1.83M 0.25% 103

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

XML Financial's GIS Position: Q2 2026 in Review

XML Financial reduced its General Mills (GIS) stake by 25% in Q2 2026, selling an estimated $242K and leaving 20,944 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #234.

XML Financial first reported a position in GIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • XML Financial held 20,944 shares of General Mills worth $729K as of Q2 2026.
  • XML Financial sold 7,012 General Mills shares in Q2 2026, an estimated $242K.
  • General Mills made up 0.05% of XML Financial's portfolio in Q2 2026, its #234 holding.
  • XML Financial first reported a position in General Mills in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's General Mills position peaked at $2.64M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.