Position in GIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$119,016
-$126,411 QoQ
Shares Held
3,420
-35.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,022
of 1,335 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $397,546 across 13 Packaged Foods names. GIS ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
3,420 | $119,016 | |
| 2 | FRPT |
Freshpet, Inc.
|
934 | $55,218 | |
| 3 | BYND |
Beyond Meat, Inc.
|
2,192 | $49,312 | |
| 4 | MKC |
Mccormick & Co Inc
|
926 | $46,688 | |
| 5 | SJM |
J M SMUCKER Co
|
318 | $35,775 | |
| 6 | KHC |
Kraft Heinz Co
|
1,330 | $31,414 | |
| 7 | CPB |
CAMPBELL'S Co
|
1,174 | $26,144 | |
| 8 | POST |
Post Holdings, Inc.
|
156 | $13,768 |
All Filings in GIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,016 | 3,420 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $245,427 | 5,278 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $267,982 | 5,315 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $249,102 | 4,808 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $291,177 | 4,870 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $329,180 | 5,162 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $383,576 | 5,194 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $316,932 | 5,010 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $335,925 | 4,801 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $312,606 | 4,799 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $306,960 | 4,797 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $367,776 | 4,795 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $409,695 | 4,794 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $401,893 | 4,793 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $374,086 | 4,883 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $375,288 | 4,974 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $336,839 | 4,974 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $335,148 | 4,974 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $307,295 | 5,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $317,262 | 5,207 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $319,293 | 5,207 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $308,700 | 5,250 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $334,305 | 5,420 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $514,284 | 8,342 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $486,697 | 9,223 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||